{ "path": "/advisors/tn/fee-only", "url": "https://advisorcensus.com/advisors/tn/fee-only/page/2", "page_type": "state_fee", "title": "Fee-only financial advisors in Tennessee", "filters": {}, "scope_total": 156, "faq": [ { "q": "How many financial advisory firms are there in Tennessee?", "a": "AdvisorCensus lists 476 investment advisory firms with a principal office in Tennessee, from Form ADV filings as of October 2026: 235 SEC-registered, 191 state-registered, and 50 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Tennessee?", "a": "156 of the 476 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Tennessee offer financial planning?", "a": "284 of the 426 firms in Tennessee that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Tennessee fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 156 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 156 investment advisory firms with a principal office in Tennessee that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in Tennessee: 156 firms from Form ADV filings as of October 2026.", "total_firms": 156, "page": 2, "total_pages": 4, "sort": "name", "registration_types": { "sec": 68, "state": 88, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 156 }, { "code": "percentage_of_aum", "count": 149 }, { "code": "hourly", "count": 78 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 89 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 62 }, { "code": "5_to_9", "count": 29 }, { "code": "10_to_19", "count": 33 }, { "code": "20_plus", "count": 32 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 60 }, { "code": "25m_100m", "count": 30 }, { "code": "100m_500m", "count": 37 }, { "code": "500m_1b", "count": 10 }, { "code": "1b_5b", "count": 15 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 4 } ], "firms": [ { "crd_number": 156611, "name": "Grogan Advisory Services, LLC", "name_as_filed": "GROGAN ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/grogan-advisory-services-llc-156611", "city": null, "state": null, "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 118668, "name": "Guardian Wealth Management, LLC", "name_as_filed": "GUARDIAN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/guardian-wealth-management-llc-chattanooga-tn-118668", "city": "Chattanooga", "state": "TN", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 126391, "name": "Harwood Investment Group LLC", "name_as_filed": "HARWOOD INVESTMENT GROUP LLC", "url": "https://advisorcensus.com/firm/harwood-investment-group-llc-memphis-tn-126391", "city": "Memphis", "state": "TN", "years_registered": 23, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328326, "name": "Heritage Private Wealth", "name_as_filed": "HERITAGE PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/heritage-private-wealth-nashville-tn-328326", "city": "Nashville", "state": "TN", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 332049, "name": "Hillvale Wealth Management, LLC", "name_as_filed": "HILLVALE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hillvale-wealth-management-llc-knoxville-tn-332049", "city": "Knoxville", "state": "TN", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 149764, "name": "HMS Investment Advisors", "name_as_filed": "HMS INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/hms-investment-advisors-nashville-tn-149764", "city": "Nashville", "state": "TN", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 160186, "name": "Hogan Investment Counsel, LLC", "name_as_filed": "HOGAN INVESTMENT COUNSEL, LLC", "url": "https://advisorcensus.com/firm/hogan-investment-counsel-llc-cordova-tn-160186", "city": "Cordova", "state": "TN", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 319452, "name": "Hoskins Financial, LLC", "name_as_filed": "HOSKINS FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/hoskins-financial-llc-nashville-tn-319452", "city": "Nashville", "state": "TN", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 115239, "name": "Icon Capital Management, LLC", "name_as_filed": "ICON CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/icon-capital-management-llc-knoxville-tn-115239", "city": "Knoxville", "state": "TN", "years_registered": 23, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 304689, "name": "ICR Partners", "name_as_filed": "ICR PARTNERS", "url": "https://advisorcensus.com/firm/icr-partners-nashvillle-tn-304689", "city": "Nashvillle", "state": "TN", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311694, "name": "Imagine Financial Security LLC", "name_as_filed": "IMAGINE FINANCIAL SECURITY LLC", "url": "https://advisorcensus.com/firm/imagine-financial-security-llc-chattanooga-tn-311694", "city": "Chattanooga", "state": "TN", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147290, "name": "Insight Strategic Wealth LLC", "name_as_filed": "INSIGHT STRATEGIC WEALTH LLC", "url": "https://advisorcensus.com/firm/insight-strategic-wealth-llc-knoxville-tn-147290", "city": "Knoxville", "state": "TN", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 149999, "name": "Integra Wealth", "name_as_filed": "INTEGRA WEALTH", "url": "https://advisorcensus.com/firm/integra-wealth-chattanooga-tn-149999", "city": "Chattanooga", "state": "TN", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142693, "name": "Integrity Capital Management", "name_as_filed": "INTEGRITY CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/integrity-capital-management-kingsport-tn-142693", "city": "Kingsport", "state": "TN", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 332766, "name": "Investgro LLC", "name_as_filed": "INVESTGRO LLC", "url": "https://advisorcensus.com/firm/investgro-llc-brentwood-tn-332766", "city": "Brentwood", "state": "TN", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337321, "name": "Izett & Associates, LLC", "name_as_filed": "IZETT & ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/izett-and-associates-llc-337321", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 111635, "name": "J. Mark Nickell & Co.", "name_as_filed": "J. MARK NICKELL & CO.", "url": "https://advisorcensus.com/firm/j-mark-nickell-and-co-brentwood-tn-111635", "city": "Brentwood", "state": "TN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323409, "name": "Jackson Wealth Inc", "name_as_filed": "JACKSON WEALTH INC", "url": "https://advisorcensus.com/firm/jackson-wealth-inc-franklin-tn-323409", "city": "Franklin", "state": "TN", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325636, "name": "Jefferson Bridge Capital, LLC", "name_as_filed": "JEFFERSON BRIDGE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/jefferson-bridge-capital-llc-nashville-tn-325636", "city": "Nashville", "state": "TN", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 154389, "name": "Jennings Investment Group, Inc.", "name_as_filed": "JENNINGS INVESTMENT GROUP, INC.", "url": "https://advisorcensus.com/firm/jennings-investment-group-inc-154389", "city": null, "state": null, "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 314481, "name": "Joel Busboom Financial, LLC", "name_as_filed": "JOEL BUSBOOM FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/joel-busboom-financial-llc-314481", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 335504, "name": "Joyful Steward Services", "name_as_filed": "JOYFUL STEWARD SERVICES", "url": "https://advisorcensus.com/firm/joyful-steward-services-335504", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328876, "name": "Kaufman Hall Investment Management", "name_as_filed": "KAUFMAN HALL INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/kaufman-hall-investment-management-brentwood-tn-328876", "city": "Brentwood", "state": "TN", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 117558, "name": "Kennedy Wealth Management", "name_as_filed": "KENNEDY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/kennedy-wealth-management-knoxville-tn-117558", "city": "Knoxville", "state": "TN", "years_registered": 26, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288229, "name": "Kimery Wealth Management, LLC", "name_as_filed": "KIMERY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kimery-wealth-management-llc-memphis-tn-288229", "city": "Memphis", "state": "TN", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 151781, "name": "King Capital Management LLC", "name_as_filed": "KING CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/king-capital-management-llc-151781", "city": null, "state": null, "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 143042, "name": "Koplan & Associates", "name_as_filed": "KOPLAN & ASSOCIATES", "url": "https://advisorcensus.com/firm/koplan-and-associates-chattanooga-tn-143042", "city": "Chattanooga", "state": "TN", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108068, "name": "Laffer Tengler Investments, Inc.", "name_as_filed": "LAFFER TENGLER INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/laffer-tengler-investments-inc-nashville-tn-108068", "city": "Nashville", "state": "TN", "years_registered": 26, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 269941, "name": "Lake Park Advisors", "name_as_filed": "LAKE PARK ADVISORS", "url": "https://advisorcensus.com/firm/lake-park-advisors-johnson-city-tn-269941", "city": "Johnson City", "state": "TN", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108943, "name": "LBMC Investment Advisors, LLC", "name_as_filed": "LBMC INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/lbmc-investment-advisors-llc-brentwood-tn-108943", "city": "Brentwood", "state": "TN", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 277149, "name": "Leading Edge Financial Planning LLC", "name_as_filed": "LEADING EDGE FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/leading-edge-financial-planning-llc-knoxville-tn-277149", "city": "Knoxville", "state": "TN", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 111002, "name": "Lee Danner & Bass Inc", "name_as_filed": "LEE DANNER & BASS INC", "url": "https://advisorcensus.com/firm/lee-danner-and-bass-inc-nashville-tn-111002", "city": "Nashville", "state": "TN", "years_registered": 38, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327568, "name": "Legacy Path Advisors LLC", "name_as_filed": "LEGACY PATH ADVISORS LLC", "url": "https://advisorcensus.com/firm/legacy-path-advisors-llc-327568", "city": null, "state": null, "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108619, "name": "Legacy Wealth Management, LLC", "name_as_filed": "LEGACY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/legacy-wealth-management-llc-memphis-tn-108619", "city": "Memphis", "state": "TN", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 322711, "name": "Lonetree Wealth Management", "name_as_filed": "LONETREE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/lonetree-wealth-management-memphis-tn-322711", "city": "Memphis", "state": "TN", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 166016, "name": "Longest & Young, LLC", "name_as_filed": "LONGEST & YOUNG, LLC", "url": "https://advisorcensus.com/firm/longest-and-young-llc-knoxville-tn-166016", "city": "Knoxville", "state": "TN", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 138655, "name": "McCarter Investments, LLC", "name_as_filed": "MCCARTER INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/mccarter-investments-llc-138655", "city": null, "state": null, "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 153551, "name": "McKinney Capital Management, LLC", "name_as_filed": "MCKINNEY CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mckinney-capital-management-llc-nashville-tn-153551", "city": "Nashville", "state": "TN", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 300147, "name": "Melby Wealth Management", "name_as_filed": "MELBY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/melby-wealth-management-nashville-tn-300147", "city": "Nashville", "state": "TN", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": true }, { "crd_number": 125245, "name": "Mercury Investment Group", "name_as_filed": "MERCURY INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/mercury-investment-group-memphis-tn-125245", "city": "Memphis", "state": "TN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 153704, "name": "Mission Value Partners, LLC", "name_as_filed": "MISSION VALUE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/mission-value-partners-llc-nashville-tn-153704", "city": "Nashville", "state": "TN", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107612, "name": "Moon Capital Management, LLC", "name_as_filed": "MOON CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/moon-capital-management-llc-knoxville-tn-107612", "city": "Knoxville", "state": "TN", "years_registered": 31, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 318153, "name": "Mountaintop Wealth", "name_as_filed": "MOUNTAINTOP WEALTH", "url": "https://advisorcensus.com/firm/mountaintop-wealth-318153", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 123902, "name": "NBZ Investment Advisors, LLC", "name_as_filed": "NBZ INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/nbz-investment-advisors-llc-knoxville-tn-123902", "city": "Knoxville", "state": "TN", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 158724, "name": "New Southern Advisory Services", "name_as_filed": "NEW SOUTHERN ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/new-southern-advisory-services-germantown-tn-158724", "city": "Germantown", "state": "TN", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 322552, "name": "Nomad Financial", "name_as_filed": "NOMAD FINANCIAL", "url": "https://advisorcensus.com/firm/nomad-financial-knoxville-tn-322552", "city": "Knoxville", "state": "TN", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334673, "name": "Optimalpath Advisors, LLC", "name_as_filed": "OPTIMALPATH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/optimalpath-advisors-llc-334673", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 143041, "name": "Pacific Financial Group, LLC", "name_as_filed": "PACIFIC FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/pacific-financial-group-llc-nashville-tn-143041", "city": "Nashville", "state": "TN", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105414, "name": "Patten and Patten, Inc.", "name_as_filed": "PATTEN AND PATTEN, INC.", "url": "https://advisorcensus.com/firm/patten-and-patten-inc-chattanooga-tn-105414", "city": "Chattanooga", "state": "TN", "years_registered": 50, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 114749, "name": "Philip M. Watson, Financial Advisor", "name_as_filed": "PHILIP M. WATSON, FINANCIAL ADVISOR", "url": "https://advisorcensus.com/firm/philip-m-watson-financial-advisor-franklin-tn-114749", "city": "Franklin", "state": "TN", "years_registered": 24, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/tn", "label": "Financial advisors in Tennessee" }, "fee_pages": [ { "path": "/advisors/tn/flat-fee", "label": "Flat-fee financial advisors in Tennessee", "firm_count": 240 }, { "path": "/advisors/tn/hourly", "label": "Hourly financial advisors in Tennessee", "firm_count": 191 } ], "metro_fee_pages": [ { "path": "/advisors/tn/nashville/fee-only", "firm_count": 52, "label": "Fee-only financial advisors in Nashville, TN" }, { "path": "/advisors/tn/memphis/fee-only", "firm_count": 29, "label": "Fee-only financial advisors in Memphis, TN" }, { "path": "/advisors/tn/chattanooga/fee-only", "firm_count": 16, "label": "Fee-only financial advisors in Chattanooga, TN" }, { "path": "/advisors/tn/knoxville/fee-only", "firm_count": 16, "label": "Fee-only financial advisors in Knoxville, TN" }, { "path": "/advisors/tn/johnson-city/fee-only", "firm_count": 6, "label": "Fee-only financial advisors in Johnson City, TN" }, { "path": "/advisors/tn/kingsport/fee-only", "firm_count": 6, "label": "Fee-only financial advisors in Kingsport, TN" }, { "path": "/advisors/tn/clarksville/fee-only", "firm_count": 1, "label": "Fee-only financial advisors in Clarksville, TN" }, { "path": "/advisors/tn/jackson/fee-only", "firm_count": 1, "label": "Fee-only financial advisors in Jackson, TN" } ] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }