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David J. Moore

CFP®

Chief Operating Officer

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Compass EMP Funds, LLC

80 General Breckinridge
Beech Grove, TN 37018
(615) 504-7045

William B. Howard, Jr.

ChFC®, CFP®

President/CEO

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Investment...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

William Howard & Co. Financial Advisors, Inc.

6410 Poplar Ave, Ste 330
Memphis, TN 38119
(901) 761-5068

Kathleen S. Parks

CFP®, CRPS

Specialties: Budget & Debt Management, Attending College, Comprehensive Financial Planning, Charitable ...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Apella Capital

10414 Jackson Oaks Way, Ste 101
Knoxville, TN 37922
(865) 978-6349

Carol Lee Royer

CFP®, CFA®, CDFA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Waddell & Associates, LLC

5188 Wheelis Dr
Memphis, TN 38117
(800) 527-7263
(901) 767-9187

Charles R. Harr

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Patriot Investment Management

9721 Cogdill Rd, Suite 101
Knoxville, TN 37932
(865) 777-2479 x2103

Mark T. Pierce

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Criterion Captial Advisors

4515 Harding pike, ste 300
Nashville, TN 37205
(615) 292-6889

Dirk E. Crandell

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Crandell Financial Planning, LLC

68 Tulip Grove Cir, No 4
Bristol, TN 37620
(276) 676-1810

Scott M. Speedy

CFP®

Wealth Management Advisor

Specialties: Attending College, Estate Planning, Investment Management, Employee Benefits, Insurance,...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Northwestern Mutual

1600 Division St, Ste 400
Nashville, TN 37203-2747
(615) 742-8789

Michael D. Bird

CFP®, ChFC, MBA

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Secure Money Masters

1325 Bluff City Hwy
Bristol, TN 37620
(423) 789-2000

Vincent Bonanno, Jr.

JD, CFP®

Managing Partner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Asset Allocation,...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Planning Matters LLC

12213 Amberset Drive
Knoxville, TN 37922
(518) 348-1880
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Michael R. Comstock

CFP®, AIF®

Partner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Premier Wealth Management

112 Westwood Pl, Ste 310
Brentwood, TN 37027
(615) 777-2125

Roger E. Kiger

CFP®

Specialties: Comprehensive Financial Planning, Banking, Estate Planning, Investment Management,...More

Financial Advisor serving Tennessee and the surrounding communities.

Visionary Horizons Wealth Management

620 Mabry Hood Road, Ste 102
Knoxville, TN 37932
(865) 675-8496

Jeremy P. Hutzel

CFA, CFP®

President

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Cross...More

Financial Advisor serving Tennessee and the surrounding communities.

Sailer Financial, LLC

340 Seven Springs Way, Ste 710
Brentwood, TN 37027
(615) 370-1253
CONNECT WITH Jeremy
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Cathy A. Simmons

MBA, CFP®, IACCP®

Chief Compliance Officer

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Legacy Wealth Management

1715 Aaron Brenner Dr Ste 301, The Renaissance Center
Memphis, TN 38120
(901) 758-9006

Rose Swanger

MBACFP®RICP®CDFA®EA

Principal of Advise Finance, LLC

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Advise Finance, LLC

123 Center Park Dr, St 216
Knoxville, TN 37922
(865) 392-5426

Kerry R. Morris

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Assurance Financial Partners LLC

348 Cool Springs Blvd.
Franklin, TN 37067
(615) 764-0016

Steven L. Dick

CFP®, ChFC

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Sapiat Asset Management, LLC

705 Professional Plaza Dr, Suite 2
Greeneville, TN 37745
(423) 636-1800
CONNECT WITH Steven
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Teresa JW Bailey

CFP®

Wealth Strategist

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Waddell and Associates, LLC

7100 Executive Center Dr, #100
Nashville, TN 37027
(901) 767-9187
CONNECT WITH Teresa
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George Fred Lee, Jr.

CFP®

Wealth Advisor/Partner

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance, Life...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Oak Springs Wealth Management, LLC

4817 Kingston Pike
Knoxville, TN 37919
(865) 368-1917

Andrew Quinn

CFP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Quinn Stauffer Financial

2726 Larmon Drive
Nashville, TN 37204
(615) 297-3434

Joseph L. Wilder

CFP®, AIF®, CLTC

Founder

Specialties: Comprehensive Financial Planning

Financial Advisor serving Tennessee and the surrounding communities.

Inceptum, LLC

6363 Poplar Ave, Ste 420
Memphis, TN 38119
(901) 763-6363

E. Denby Brandon, III

CFP®, CLU, ChFC

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Tennessee and the surrounding communities.

Brandon Financial Planning

PO Box 770870
Memphis, TN 38177-0870
(901) 324-6600

Darryl L. Edmonds

CFP®

Founder/Chairman

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

TrustCore

5314 Maryland Way, Ste 300
Brentwood, TN 37027
(615) 377-1951

William Liles

CFP®, CFA, CIMA

Vice President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Baird

2525 West End Ave, Suite 1000
Nashville, TN 37203
(615) 341-7016
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Elizabeth T. Urquhart

CFP®

Senior Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Tennessee and the surrounding communities.

Beth Urquhart & Associates/An Advisory Branch of Ameriprise Financial Services

222 E Main St
Sevierville, TN 37862
(865) 428-0744

Catherine V. Quinn

CFP®, CPA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Quinn Financial Partners

2726 Larmon Ave
Nashville, TN 37204
(615) 297-3434

W. Douglas douglas O'Rear

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Tennessee and the surrounding communities.

O'Rear and Associates

400 Warioto Way, #308
Ashland City, TN 37015
(800) 242-8613
(615) 371-8596

Hubert E. Wootten, III

MS, CFP®, CLU,CLTC

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Innovative Financial Group, LLC

210 25th Ave N, Ste 1200
Nashville, TN 37203
(615) 515-8142

J. L. Crain, III

CFP®

Senior Vice President Wealth Management

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

B Riley Wealth Management

1939 Hazelton Dr
Germantown, TN 38138-2658

B Riley Wealth Management

6000 Poplar Ave
Memphis, TN 38119
(901) 255-1381

Kyle H. Attarian

MBA, CFA, CFP®, AIF®

Financial Planner

Specialties: Comprehensive Financial Planning, Budget & Debt Management, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

1010A Caldwell Ave
Nashville, TN 37204

3102 West End Avenue
Nashville, TN 37203
CONNECT WITH Kyle
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