{ "path": "/advisors/tn/fee-only", "url": "https://advisorcensus.com/advisors/tn/fee-only/page/3", "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": 3, "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": 339679, "name": "Point One Private Wealth", "name_as_filed": "POINT ONE PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/point-one-private-wealth-brentwood-tn-339679", "city": "Brentwood", "state": "TN", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 152356, "name": "Preserver Partners", "name_as_filed": "PRESERVER PARTNERS", "url": "https://advisorcensus.com/firm/preserver-partners-memphis-tn-152356", "city": "Memphis", "state": "TN", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 120823, "name": "Private Wealth Management, Inc.", "name_as_filed": "PRIVATE WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/private-wealth-management-inc-memphis-tn-120823", "city": "Memphis", "state": "TN", "years_registered": 24, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327066, "name": "Providence Squared LLC", "name_as_filed": "PROVIDENCE SQUARED LLC", "url": "https://advisorcensus.com/firm/providence-squared-llc-327066", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288660, "name": "Provident Wealth, LLC", "name_as_filed": "PROVIDENT WEALTH, LLC", "url": "https://advisorcensus.com/firm/provident-wealth-llc-knoxville-tn-288660", "city": "Knoxville", "state": "TN", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159493, "name": "Quantitative Solutions, LLC", "name_as_filed": "QUANTITATIVE SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/quantitative-solutions-llc-159493", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 313310, "name": "Quants Compete", "name_as_filed": "QUANTS COMPETE", "url": "https://advisorcensus.com/firm/quants-compete-brentwood-tn-313310", "city": "Brentwood", "state": "TN", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 319486, "name": "RBG Wealth Advisors LLC", "name_as_filed": "RBG WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/rbg-wealth-advisors-llc-memphis-tn-319486", "city": "Memphis", "state": "TN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 111220, "name": "Reliant Investment Management, LLC", "name_as_filed": "RELIANT INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/reliant-investment-management-llc-memphis-tn-111220", "city": "Memphis", "state": "TN", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285534, "name": "Resilient Asset Management", "name_as_filed": "RESILIENT ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/resilient-asset-management-memphis-tn-285534", "city": "Memphis", "state": "TN", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289847, "name": "Retirement Planning Services", "name_as_filed": "RETIREMENT PLANNING SERVICES", "url": "https://advisorcensus.com/firm/retirement-planning-services-knoxville-tn-289847", "city": "Knoxville", "state": "TN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170310, "name": "Revolution Partners, LLC", "name_as_filed": "REVOLUTION PARTNERS, LLC", "url": "https://advisorcensus.com/firm/revolution-partners-llc-memphis-tn-170310", "city": "Memphis", "state": "TN", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 293119, "name": "Roan Capital Partners", "name_as_filed": "ROAN CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/roan-capital-partners-johnson-city-tn-293119", "city": "Johnson City", "state": "TN", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 107454, "name": "Robinson Investment Group Inc", "name_as_filed": "ROBINSON INVESTMENT GROUP INC", "url": "https://advisorcensus.com/firm/robinson-investment-group-inc-nashville-tn-107454", "city": "Nashville", "state": "TN", "years_registered": 30, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 316013, "name": "Rooks Wealth Advisors, LLC", "name_as_filed": "ROOKS WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/rooks-wealth-advisors-llc-chattanooga-tn-316013", "city": "Chattanooga", "state": "TN", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285598, "name": "Rpata, LLC", "name_as_filed": "RPATA, LLC", "url": "https://advisorcensus.com/firm/rpata-llc-memphis-tn-285598", "city": "Memphis", "state": "TN", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316771, "name": "Rutterer Planning", "name_as_filed": "RUTTERER PLANNING", "url": "https://advisorcensus.com/firm/rutterer-planning-316771", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304337, "name": "Savvyfi", "name_as_filed": "SAVVYFI", "url": "https://advisorcensus.com/firm/savvyfi-franklin-tn-304337", "city": "Franklin", "state": "TN", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 173923, "name": "SEF Financial", "name_as_filed": "SEF FINANCIAL", "url": "https://advisorcensus.com/firm/sef-financial-173923", "city": null, "state": null, "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 109423, "name": "Shayne & Jacobs, LLC", "name_as_filed": "SHAYNE & JACOBS, LLC", "url": "https://advisorcensus.com/firm/shayne-and-jacobs-llc-nashville-tn-109423", "city": "Nashville", "state": "TN", "years_registered": 27, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 136509, "name": "Shell Capital Management, LLC", "name_as_filed": "SHELL CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/shell-capital-management-llc-knoxville-tn-136509", "city": "Knoxville", "state": "TN", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339417, "name": "Simple Financial Solutions LLC", "name_as_filed": "SIMPLE FINANCIAL SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/simple-financial-solutions-llc-339417", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336563, "name": "Skela Financial", "name_as_filed": "SKELA FINANCIAL", "url": "https://advisorcensus.com/firm/skela-financial-franklin-tn-336563", "city": "Franklin", "state": "TN", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292275, "name": "Southern Capital Advisors, LLC", "name_as_filed": "SOUTHERN CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/southern-capital-advisors-llc-jackson-tn-292275", "city": "Jackson", "state": "TN", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 154572, "name": "Southernsun Asset Management LLC", "name_as_filed": "SOUTHERNSUN ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/southernsun-asset-management-llc-memphis-tn-154572", "city": "Memphis", "state": "TN", "years_registered": 16, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323703, "name": "Stapleton Asset Management, LLC", "name_as_filed": "STAPLETON ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/stapleton-asset-management-llc-franklin-tn-323703", "city": "Franklin", "state": "TN", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342613, "name": "Stevens Investment Counsel LLC", "name_as_filed": "STEVENS INVESTMENT COUNSEL LLC", "url": "https://advisorcensus.com/firm/stevens-investment-counsel-llc-nashville-tn-342613", "city": "Nashville", "state": "TN", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 121272, "name": "Stinson Financial Planning", "name_as_filed": "STINSON FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/stinson-financial-planning-121272", "city": null, "state": null, "years_registered": 24, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159334, "name": "Stone Bridge Asset Management, LLC", "name_as_filed": "STONE BRIDGE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/stone-bridge-asset-management-llc-chattanooga-tn-159334", "city": "Chattanooga", "state": "TN", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 331308, "name": "Stone Pillars Wealth Management", "name_as_filed": "STONE PILLARS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/stone-pillars-wealth-management-franklin-tn-331308", "city": "Franklin", "state": "TN", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 161145, "name": "Studdard Financial, LLC", "name_as_filed": "STUDDARD FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/studdard-financial-llc-germantown-tn-161145", "city": "Germantown", "state": "TN", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109606, "name": "Summit Asset Management LLC", "name_as_filed": "SUMMIT ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/summit-asset-management-llc-memphis-tn-109606", "city": "Memphis", "state": "TN", "years_registered": 27, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 161152, "name": "Tarragon Capital, LLC", "name_as_filed": "TARRAGON CAPITAL, LLC", "url": "https://advisorcensus.com/firm/tarragon-capital-llc-chattanooga-tn-161152", "city": "Chattanooga", "state": "TN", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 172656, "name": "Taylor Financial Management, LLC", "name_as_filed": "TAYLOR FINANCIAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/taylor-financial-management-llc-franklin-tn-172656", "city": "Franklin", "state": "TN", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 336565, "name": "Taylor Financial Planning LLC", "name_as_filed": "TAYLOR FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/taylor-financial-planning-llc-336565", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106125, "name": "TD Capital Management LLC", "name_as_filed": "TD CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/td-capital-management-llc-memphis-tn-106125", "city": "Memphis", "state": "TN", "years_registered": 30, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321834, "name": "Tech FP", "name_as_filed": "TECH FP", "url": "https://advisorcensus.com/firm/tech-fp-321834", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 168239, "name": "The Nalls Sherbakoff Group, LLC", "name_as_filed": "THE NALLS SHERBAKOFF GROUP, LLC", "url": "https://advisorcensus.com/firm/the-nalls-sherbakoff-group-llc-knoxville-tn-168239", "city": "Knoxville", "state": "TN", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168255, "name": "The Patten Group, Inc.", "name_as_filed": "THE PATTEN GROUP, INC.", "url": "https://advisorcensus.com/firm/the-patten-group-inc-chattanooga-tn-168255", "city": "Chattanooga", "state": "TN", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 287725, "name": "Total Wealth Partners", "name_as_filed": "TOTAL WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/total-wealth-partners-memphis-tn-287725", "city": "Memphis", "state": "TN", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283478, "name": "Tranquility Partners, LLC", "name_as_filed": "TRANQUILITY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/tranquility-partners-llc-brentwood-tn-283478", "city": "Brentwood", "state": "TN", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 316790, "name": "True Equity Wealth Management LLC", "name_as_filed": "TRUE EQUITY WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/true-equity-wealth-management-llc-nashville-tn-316790", "city": "Nashville", "state": "TN", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339853, "name": "Turgeon & Co", "name_as_filed": "TURGEON & CO", "url": "https://advisorcensus.com/firm/turgeon-and-co-339853", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 113586, "name": "Tyner Capital Management Investment Counsel, Inc.", "name_as_filed": "TYNER CAPITAL MANAGEMENT INVESTMENT COUNSEL, INC.", "url": "https://advisorcensus.com/firm/tyner-capital-management-investment-counsel-inc-signal-mountain-tn-113586", "city": "Signal Mountain", "state": "TN", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 301340, "name": "Upholdings", "name_as_filed": "UPHOLDINGS", "url": "https://advisorcensus.com/firm/upholdings-nashville-tn-301340", "city": "Nashville", "state": "TN", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 331837, "name": "Valor Financial Planning", "name_as_filed": "VALOR FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/valor-financial-planning-johnson-city-tn-331837", "city": "Johnson City", "state": "TN", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription" ], "enhanced": false }, { "crd_number": 339867, "name": "Veritas Private Wealth Management", "name_as_filed": "VERITAS PRIVATE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/veritas-private-wealth-management-franklin-tn-339867", "city": "Franklin", "state": "TN", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343080, "name": "W.B. Edwards & Co.", "name_as_filed": "W.B. 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