{ "path": "/advisors/tn/hourly", "url": "https://advisorcensus.com/advisors/tn/hourly", "page_type": "state_fee", "title": "Hourly financial advisors in Tennessee", "filters": {}, "scope_total": 191, "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 191 investment advisory firms with a principal office in Tennessee that report hourly charges among their Form ADV Item 5.E compensation arrangements, 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. Hourly financial advisors in Tennessee: 191 firms from Form ADV filings as of October 2026.", "total_firms": 191, "page": 1, "total_pages": 4, "sort": "name", "registration_types": { "sec": 92, "state": 99, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 78 }, { "code": "percentage_of_aum", "count": 178 }, { "code": "hourly", "count": 191 }, { "code": "subscription", "count": 5 }, { "code": "fixed", "count": 155 }, { "code": "commissions", "count": 3 }, { "code": "performance_based", "count": 9 }, { "code": "other", "count": 25 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 69 }, { "code": "5_to_9", "count": 36 }, { "code": "10_to_19", "count": 50 }, { "code": "20_plus", "count": 36 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 56 }, { "code": "25m_100m", "count": 35 }, { "code": "100m_500m", "count": 56 }, { "code": "500m_1b", "count": 14 }, { "code": "1b_5b", "count": 17 }, { "code": "over_5b", "count": 2 }, { "code": "not_reported", "count": 11 } ], "firms": [ { "crd_number": 3767, "name": "&Partners", "name_as_filed": "&PARTNERS", "url": "https://advisorcensus.com/firm/and-partners-nashville-tn-3767", "city": "Nashville", "state": "TN", "years_registered": 35, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed", "commissions", "performance_based", "other" ], "enhanced": false }, { "crd_number": 282565, "name": "Acumen Wealth Advisors, LLC", "name_as_filed": "ACUMEN WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/acumen-wealth-advisors-llc-chattanooga-tn-282565", "city": "Chattanooga", "state": "TN", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313448, "name": "Adkins Asset Management LLC", "name_as_filed": "ADKINS ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/adkins-asset-management-llc-313448", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 314899, "name": "Adventedge Financial, LLC", "name_as_filed": "ADVENTEDGE FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/adventedge-financial-llc-314899", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321606, "name": "AJ Advisors", "name_as_filed": "AJ ADVISORS", "url": "https://advisorcensus.com/firm/aj-advisors-nashville-tn-321606", "city": "Nashville", "state": "TN", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105741, "name": "Aldebaran Financial Inc", "name_as_filed": "ALDEBARAN FINANCIAL INC", "url": "https://advisorcensus.com/firm/aldebaran-financial-inc-kingsport-tn-105741", "city": "Kingsport", "state": "TN", "years_registered": 38, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313195, "name": "Alliance Wealth Management Partners LLC", "name_as_filed": "ALLIANCE WEALTH MANAGEMENT PARTNERS LLC", "url": "https://advisorcensus.com/firm/alliance-wealth-management-partners-llc-knoxville-tn-313195", "city": "Knoxville", "state": "TN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 314512, "name": "Allied Investments", "name_as_filed": "ALLIED INVESTMENTS", "url": "https://advisorcensus.com/firm/allied-investments-johnson-city-tn-314512", "city": "Johnson City", "state": "TN", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 308569, "name": "Apex Strategic Wealth, LLC", "name_as_filed": "APEX STRATEGIC WEALTH, LLC", "url": "https://advisorcensus.com/firm/apex-strategic-wealth-llc-chattanooga-tn-308569", "city": "Chattanooga", "state": "TN", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310419, "name": "Apogee Wealth Partners, LLC", "name_as_filed": "APOGEE WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/apogee-wealth-partners-llc-chattanooga-tn-310419", "city": "Chattanooga", "state": "TN", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142298, "name": "Apple & Company, Inc.", "name_as_filed": "APPLE & COMPANY, INC.", "url": "https://advisorcensus.com/firm/apple-and-company-inc-nashville-tn-142298", "city": "Nashville", "state": "TN", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333704, "name": "Aries Investments, LLC", "name_as_filed": "ARIES INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/aries-investments-llc-lakeland-tn-333704", "city": "Lakeland", "state": "TN", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 282582, "name": "Aspire Private Wealth Counsel, LLC", "name_as_filed": "ASPIRE PRIVATE WEALTH COUNSEL, LLC", "url": "https://advisorcensus.com/firm/aspire-private-wealth-counsel-llc-knoxville-tn-282582", "city": "Knoxville", "state": "TN", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 115927, "name": "B. Riley Wealth Advisors, Inc.", "name_as_filed": "B. RILEY WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/b-riley-wealth-advisors-inc-memphis-tn-115927", "city": "Memphis", "state": "TN", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133950, "name": "Ball & Company", "name_as_filed": "BALL & COMPANY", "url": "https://advisorcensus.com/firm/ball-and-company-franklin-tn-133950", "city": "Franklin", "state": "TN", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105867, "name": "Barnett & Co Inc", "name_as_filed": "BARNETT & CO INC", "url": "https://advisorcensus.com/firm/barnett-and-co-inc-chattanooga-tn-105867", "city": "Chattanooga", "state": "TN", "years_registered": 42, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115489, "name": "BCS Wealth Management, LLC", "name_as_filed": "BCS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bcs-wealth-management-llc-johnson-city-tn-115489", "city": "Johnson City", "state": "TN", "years_registered": 24, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156228, "name": "Beacon Capital Management, LLC", "name_as_filed": "BEACON CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/beacon-capital-management-llc-franklin-tn-156228", "city": "Franklin", "state": "TN", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 123702, "name": "Belinda Leslie a Registered Investment Adviser, Inc.", "name_as_filed": "BELINDA LESLIE A REGISTERED INVESTMENT ADVISER, INC.", "url": "https://advisorcensus.com/firm/belinda-leslie-a-registered-investment-adviser-inc-123702", "city": null, "state": null, "years_registered": 23, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 148114, "name": "Bellwether Investment Group, LLC", "name_as_filed": "BELLWETHER INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/bellwether-investment-group-llc-hixson-tn-148114", "city": "Hixson", "state": "TN", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336803, "name": "Benedetti Wealth Advisors, Inc.", "name_as_filed": "BENEDETTI WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/benedetti-wealth-advisors-inc-336803", "city": null, "state": null, "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 310958, "name": "Bigham Wealth Advisory LLC", "name_as_filed": "BIGHAM WEALTH ADVISORY LLC", "url": "https://advisorcensus.com/firm/bigham-wealth-advisory-llc-chattanooga-tn-310958", "city": "Chattanooga", "state": "TN", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 110267, "name": "Brandon Financial Planning, Inc.", "name_as_filed": "BRANDON FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/brandon-financial-planning-inc-memphis-tn-110267", "city": "Memphis", "state": "TN", "years_registered": 43, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 174840, "name": "Bridge Financial Planning, LLC", "name_as_filed": "BRIDGE FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/bridge-financial-planning-llc-chattanooga-tn-174840", "city": "Chattanooga", "state": "TN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133623, "name": "Brogan Financial", "name_as_filed": "BROGAN FINANCIAL", "url": "https://advisorcensus.com/firm/brogan-financial-knoxville-tn-133623", "city": "Knoxville", "state": "TN", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144408, "name": "Caldwell Advisors, LLC", "name_as_filed": "CALDWELL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/caldwell-advisors-llc-brentwood-tn-144408", "city": "Brentwood", "state": "TN", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 125052, "name": "Campbell Asset Management, LLC", "name_as_filed": "CAMPBELL ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/campbell-asset-management-llc-chattanooga-tn-125052", "city": "Chattanooga", "state": "TN", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144779, "name": "Cap Partners, LLC", "name_as_filed": "CAP PARTNERS, LLC", "url": "https://advisorcensus.com/firm/cap-partners-llc-franklin-tn-144779", "city": "Franklin", "state": "TN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 157460, "name": "Capital Advisors Wealth Management, LLC", "name_as_filed": "CAPITAL ADVISORS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/capital-advisors-wealth-management-llc-chattanooga-tn-157460", "city": "Chattanooga", "state": "TN", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286098, "name": "Capital Square, LLC", "name_as_filed": "CAPITAL SQUARE, LLC", "url": "https://advisorcensus.com/firm/capital-square-llc-athens-tn-286098", "city": "Athens", "state": "TN", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154947, "name": "Christian A. Hermo LLC", "name_as_filed": "CHRISTIAN A. HERMO LLC", "url": "https://advisorcensus.com/firm/christian-a-hermo-llc-154947", "city": null, "state": null, "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312899, "name": "Cogentblue", "name_as_filed": "COGENTBLUE", "url": "https://advisorcensus.com/firm/cogentblue-knoxville-tn-312899", "city": "Knoxville", "state": "TN", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 119377, "name": "Compass Advisory Partners LLC", "name_as_filed": "COMPASS ADVISORY PARTNERS LLC", "url": "https://advisorcensus.com/firm/compass-advisory-partners-llc-cookeville-tn-119377", "city": "Cookeville", "state": "TN", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 152781, "name": "Copeland Wealth Management, LLC", "name_as_filed": "COPELAND WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/copeland-wealth-management-llc-clarksville-tn-152781", "city": "Clarksville", "state": "TN", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 313269, "name": "Cornerstone Wealth Management Group", "name_as_filed": "CORNERSTONE WEALTH MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/cornerstone-wealth-management-group-greeneville-tn-313269", "city": "Greeneville", "state": "TN", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 140175, "name": "Cosey Financial Services, Inc.", "name_as_filed": "COSEY FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/cosey-financial-services-inc-knoxville-tn-140175", "city": "Knoxville", "state": "TN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154975, "name": "Cothran Capital, LLC", "name_as_filed": "COTHRAN CAPITAL, LLC", "url": "https://advisorcensus.com/firm/cothran-capital-llc-memphis-tn-154975", "city": "Memphis", "state": "TN", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 165873, "name": "Covenant Financial Planning and Resource Management, Inc.", "name_as_filed": "COVENANT FINANCIAL PLANNING AND RESOURCE MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/covenant-financial-planning-and-resource-management-inc-165873", "city": null, "state": null, "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 116705, "name": "Crandell Financial Planning, LLC", "name_as_filed": "CRANDELL FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/crandell-financial-planning-llc-bristol-tn-116705", "city": "Bristol", "state": "TN", "years_registered": 24, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 130071, "name": "Cravens & Company Wealth Management", "name_as_filed": "CRAVENS & COMPANY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cravens-and-company-wealth-management-cookeville-tn-130071", "city": "Cookeville", "state": "TN", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108972, "name": "Creekside Capital, Inc.", "name_as_filed": "CREEKSIDE CAPITAL, INC.", "url": "https://advisorcensus.com/firm/creekside-capital-inc-knoxville-tn-108972", "city": "Knoxville", "state": "TN", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328856, "name": "Crest Private Wealth, LLC", "name_as_filed": "CREST PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/crest-private-wealth-llc-memphis-tn-328856", "city": "Memphis", "state": "TN", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 124496, "name": "CW Securities, LLC", "name_as_filed": "CW SECURITIES, LLC", "url": "https://advisorcensus.com/firm/cw-securities-llc-knoxville-tn-124496", "city": "Knoxville", "state": "TN", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171266, "name": "Cypress Capital, LLC", "name_as_filed": "CYPRESS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/cypress-capital-llc-franklin-tn-171266", "city": "Franklin", "state": "TN", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 154177, "name": "Cypress Wealth Management, LLC", "name_as_filed": "CYPRESS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cypress-wealth-management-llc-germantown-tn-154177", "city": "Germantown", "state": "TN", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343058, "name": "Daline Wealth Management, LLC", "name_as_filed": "DALINE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/daline-wealth-management-llc-clarksville-tn-343058", "city": "Clarksville", "state": "TN", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286575, "name": "Davis, Davis and Conover Wealth Management, LLC", "name_as_filed": "DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/davis-davis-and-conover-wealth-management-llc-nashville-tn-286575", "city": "Nashville", "state": "TN", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307655, "name": "Delphi Wealth Management LLC", "name_as_filed": "DELPHI WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/delphi-wealth-management-llc-307655", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 145889, "name": "Dogwood Financial Planning", "name_as_filed": "DOGWOOD FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/dogwood-financial-planning-memphis-tn-145889", "city": "Memphis", "state": "TN", "years_registered": 18, "raum_band": "not_reported", 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