Blue Ridge Wealth Planners

Wealth Management Firm in Knox County, TN

Firm Info
Address: 9725 Cogdill Rd #101, Knoxville, TN 37932, USA
Phone: (865) 392-4260

Firm Size
Assets Under Management: $117.5 million
# of Advisors: 7
# of Clients: 1,202
Client to Advisor Ratio: 172:1
Average Account Size: $97,745
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Other

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Blue Ridge Wealth Planners Overview

Blue Ridge Wealth Planners is an investment advisory firm that provides portfolio management services to individuals and small businesses. The firm operates on a fee-based structure, meaning clients pay a fee for the services provided rather than commissions on investment transactions. The headquarters of Blue Ridge Wealth Planners is located in Knoxville, TN, where the firm has been in operation since 2022. As an investment advice-only registered advisory firm, Blue Ridge Wealth Planners specializes in offering expert investment advice to its clients. The firm's services extend beyond traditional portfolio management to include the selection of other advisors and the publication of periodicals or newsletters to keep clients informed about important developments in the industry. Additionally, Blue Ridge Wealth Planners offers educational seminars and workshops to help clients stay up-to-date on the latest strategies and techniques for building and managing wealth. Blue Ridge Wealth Planners is committed to putting the needs of its clients first and providing them with the guidance they need to achieve their financial goals. The firm's team of experienced investment professionals is dedicated to providing top-quality service and personalized attention to each client, ensuring that every investment decision is in their best interests. If you are seeking a trusted advisor to help guide your financial future, consider reaching out to Blue Ridge Wealth Planners today.

BLUE RIDGE WEALTH PLANNERS serves a variety of clients, including individuals and high net worth individuals. With a focus on wealth planning, the firm tailors its services to meet the unique financial needs of each client. Whether a client is looking to create a comprehensive financial plan, build a retirement portfolio, or simply invest their funds, BLUE RIDGE WEALTH PLANNERS offers a variety of strategies to help clients achieve their financial goals. When it comes to fee structures, BLUE RIDGE WEALTH PLANNERS offers a range of options depending on the services provided. For clients who opt for investment management services, the firm charges a percentage of assets under management (AUM). This fee can vary depending on the size of the account and the amount of assets being managed. Other types of fees may also be available depending on the specific services requested from the firm. Regardless of fee structure, BLUE RIDGE WEALTH PLANNERS strives to offer transparent pricing and value-driven services to its clients.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Blue Ridge Wealth Planners does not mention anything about an investment minimum.

How This Office Can Help Knox County, TN Residents

Edward Jones Financial Advisor Lindsay Cox, AAMS® assists clients in Lexington County, SC by providing personalized financial planning and investment advice specific to their individual goals and needs. Cox takes a holistic approach to her clients' finances, taking into account key factors such as income, debt, retirement goals, and emergency savings. Lexington County residents may face unique financial situations such as saving for their children's education, managing debt while preparing for retirement, and navigating complex tax laws. Cox is able to help clients develop a customized financial plan that addresses these challenges and optimizes their financial future. Additionally, she helps clients stay informed and educated about their investment options, ensuring that they make informed decisions and are not blindsided by market volatility. With Cox by their side, clients in Lexington County can feel confident and empowered in their financial decisions.


Services Offered by Blue Ridge Wealth Planners

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Blue Ridge Wealth Planners most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Other
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 9725 Cogdill Rd #101, Knoxville, TN 37932, USA
Phone (865) 392-4260
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Blue Ridge Wealth Planners is registered to service clients in the following states:

  • Florida
  • Georgia
  • Tennessee
  • Texas

Disciplinary History

Blue Ridge Wealth Planners does not have any disclosures. Please visit it's Form ADV for more details.