Best Financial Advisors in Knox County, TN

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List of Firms

Knox County, TN Fiduciary Financial Advisors

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Miser Wealth Partners, LLC
Location 12802 Kingston Pike Suite 102, Knoxville, TN 37934, USA
Phone (865) 281-1616
Directions
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Vision Financial Consulting - Knoxville Financial Advisor
Location 2450 E J. Chapman Dr, Knoxville, TN 37996, USA
Phone (865) 234-3636
Directions
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Baird Private Wealth Management
4 out of 5
Location 1225 Weisgarber Rd Suite 150, Knoxville, TN 37909, USA
Phone (865) 470-8444
Directions
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John David Thomas - UBS Financial Services Inc.
Location 800 S Gay St Suite 2600, Knoxville, TN 37929, USA
Phone (865) 329-1230
Directions
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Ann Schueler Financial Services
Location 4016 Sutherland Ave, Knoxville, TN 37919, USA
Phone (865) 588-4335
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Siler Rhea Thomas Wealth Management - UBS Financial Services Inc.
Location 800 S Gay St Suite 2600, Knoxville, TN 37929, USA
Phone (865) 329-1222
Directions
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Blue Ridge Wealth Planners
SEC File# 801-123504
CRD# 285347
5 out of 5
Location 9725 Cogdill Rd #101, Knoxville, TN 37932, USA
Phone (865) 392-4260
Directions
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Merrill Lynch Private Wealth Advisor Dugan John McLaughlin
Location 800 S Gay St Suite 2200, Knoxville, TN 37929, USA
Phone (865) 521-8805
Directions
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Darlington Johnson Wealth Management - UBS Financial Services Inc.
Location 800 S Gay St Suite 2600, Knoxville, TN 37929, USA
Phone (865) 329-1282
Directions
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Lee Roberts - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 1111 S Northshore Dr Ste N-250, Knoxville, TN 37919, USA
Phone (865) 357-5000
Directions
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L.P. Financial Advisor Inc.
Location 10420 Jackson Oaks Way Suite 101, Knoxville, TN 37922, USA
Phone (865) 691-1130
Directions
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The Nalls Sherbakoff Group, LLC
SEC File# 801-107462
CRD# 168239
5 out of 5
Location 9724 Kingston Pike Suite 704, Knoxville, TN 37922, USA
Phone (865) 691-0898
Directions
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Melissa Anderson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 109 S Northshore Dr #302a, Knoxville, TN 37919, USA
Phone (865) 602-7700
Directions
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Marsh Wealth Management
5 out of 5
Location 504 Ebenezer Rd, Knoxville, TN 37923, USA
Phone (865) 622-2162
Directions
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WMG Financial Advisors: Bill Bergner
Location 620 Mabry Hood Rd NW #100, Knoxville, TN 37932, USA
Phone (865) 288-5000
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First Command Financial Advisor - Christina Alford
Location 123 Center Park Dr Suite 221, Knoxville, TN 37922, USA
Phone (865) 392-5506
Directions
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Patriot Investment Management
SEC File# 801-55500
CRD# 112155
4 out of 5
Location 9721 Cogdill Rd, Knoxville, TN 37932, USA
Phone (865) 777-2479
Directions
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Morris Financial Group - UBS Financial Services Inc.
Location 800 S Gay St Suite 2600, Knoxville, TN 37929, USA
Phone (865) 329-1223
Directions
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Steven Allen Phillips - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 4509 Papermill Dr NW, Knoxville, TN 37909, USA
Phone (865) 212-2376
Directions
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Jeremy Cox - Thrivent
Location 531 Callahan Dr STE 101, Knoxville, TN 37912, USA
Phone (865) 494-2667
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Cosey Financial Services Inc
5 out of 5
Location 5400, 8880 Cedar Springs Ln #103, Knoxville, TN 37923, USA
Phone (865) 470-4244
Directions
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Rather & Kittrell Capital Management
SEC File# 801-66996
CRD# 114885
5 out of 5
Location 11905 Kingston Pike, Knoxville, TN 37934, USA
Phone (865) 218-8400
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Michael Jenkins - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1309 Kalmia Rd NW, Knoxville, TN 37909, USA
Phone (865) 982-2653
Directions
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Brent Trentham - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 1309 Kalmia Rd NW, Knoxville, TN 37909, USA
Phone (865) 588-4484
Directions
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CogentBlue Wealth Advisors
Location By appointment only, Knoxville, TN 37901, USA
Phone (865) 309-5892
Directions
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Thomas Damato - TIAA Wealth Management Advisor
Location 800 Gay Street South Suite 700, Knoxville, TN 37929, USA
Phone (865) 766-4031
Directions
Financial Advisors in Knox County, TN

Where Certified Financial Advisors in Knox County, TN Serve

Knox County, located in the eastern part of Tennessee, is a bustling hub of activity with a rich history and a diverse population. The county is home to a number of landmarks, including the Knoxville Museum of Art, the Sunsphere Tower, and the Great Smoky Mountains National Park. Top employers in the area include the University of Tennessee, Covenant Health, and the Tennessee Valley Authority. Major highways and streets, such as Interstate 40 and Kingston Pike, provide easy access to the county's many neighborhoods, including Bearden, Farragut, and Powell. With its vibrant culture, thriving economy, and beautiful natural surroundings, Knox County is a must-visit destination for anyone looking to experience the best of Tennessee.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Knox County, TN would greatly benefit from the services of a financial advisor in many ways. One specific way that stands out is the fact that Knox County has a higher poverty rate than the national average, with 15.8% of the population living below the poverty line. A financial advisor can provide guidance on how to manage and invest money wisely, create a budget, and plan for the future. They can also help residents navigate complex financial situations, such as debt management, retirement planning, and saving for college. By working with a financial advisor, residents of Knox County can improve their financial literacy and take steps towards achieving their long-term financial goals.

Insurance Broker

Residents of Knox County, TN can benefit greatly from the services of an insurance broker. These professionals can help residents navigate the complex world of insurance policies and find the best coverage for their unique needs. One specific way that residents of Knox County can be helped by an insurance broker is through their knowledge of the local healthcare landscape. With access to information about the area's hospitals, doctors, and healthcare providers, insurance brokers can help residents find the best policies that include coverage for the healthcare providers that are most important to them. This can be especially helpful for residents who have specific healthcare needs or who are looking for policies that offer the most comprehensive coverage.

Retirement Planning

Residents of Knox County, TN can benefit greatly from the services of a retirement planner. A retirement planner can help with a variety of financial planning needs such as creating a retirement savings plan, managing investments, and developing a comprehensive estate plan. In Knox County, TN specifically, a retirement planner can help residents navigate the unique challenges of retirement in a city with a high cost of living. With the help of a retirement planner, Knox County residents can ensure that their retirement savings will be sufficient to cover their expenses and maintain their standard of living throughout their golden years. Additionally, a retirement planner can help residents take advantage of tax-efficient retirement savings strategies and plan for unexpected expenses such as long-term care. Overall, a retirement planner can provide Knox County residents with peace of mind and a solid financial plan for their retirement.

Wealth Management

Residents of Knox County, TN can benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. This is especially important in Knox County, where there is a wide range of income levels and financial situations. A wealth manager can help residents navigate the complex world of investing, retirement planning, and estate planning, providing expert guidance and advice every step of the way. Additionally, a wealth manager can help residents make informed decisions about their finances, ensuring that they are well-positioned to achieve their long-term financial goals. Overall, a wealth manager can be an invaluable resource for residents of Knox County, helping them to build and protect their wealth for the future.

Mortgage Loan Officer

Residents of Knox County, TN can benefit greatly from the services of a mortgage loan officer. With the county's population growing rapidly, many individuals and families are looking to purchase homes or refinance their existing mortgages. A mortgage loan officer can help residents navigate the often complex world of home loans, providing guidance on interest rates, loan terms, and eligibility requirements. Additionally, a loan officer can assist residents in finding the best mortgage options for their specific financial situations, taking into account factors such as credit score, income, and debt-to-income ratio. With the help of a knowledgeable and experienced mortgage loan officer, residents of Knox County can achieve their dream of homeownership and build a strong financial foundation for themselves and their families.

Tax Services

Residents of Knox County, TN can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by ensuring that residents are aware of all the tax credits and deductions they are eligible for. This is especially important in Knox County, where residents may be eligible for unique deductions and credits due to the presence of the Oak Ridge National Laboratory and the University of Tennessee. A tax advisor can also assist residents with tax planning, ensuring they are taking advantage of all available tax-saving strategies and minimizing their tax liability. Overall, working with a tax advisor can provide valuable guidance and peace of mind for Knox County residents when it comes to navigating the complex world of taxes.

Estate Planning Lawyer

Residents of Knox County, TN would greatly benefit from the services of an estate planning lawyer. Specifically, an estate planning lawyer can help residents of Knox County navigate the complex and unique laws and regulations that apply to estate planning in Tennessee. This could include drafting wills and trusts, establishing power of attorney, and developing a plan for long-term care. Additionally, an estate planning lawyer can help residents of Knox County protect their assets from creditors and minimize tax liability. With the help of an estate planning lawyer, residents of Knox County can ensure that their wishes are carried out and their loved ones are provided for after they pass away.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Knox County, TN