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Hughes Retirement Group
“Hughes and Associates is a family owned business and I can say with 100% confidence that you will not find a more trustworthy group of advisors to work with.”
Best Financial Advisors near Cleveland, TN
We have 3 firms in Cleveland on file, and all of them are on this list, along with 21 from Chattanooga (17, 23 mi), Ooltewah (2, 12 mi) and Hixson (1, 22 mi).
1 open weekends · 20 rated 4.5+ · 3 show a license
Data verified October 21, 2026
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Waypoint Financial Partners
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L P L Financial
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Genesis Investments
- Individual
“In a world driven by profit, it's encouraging to see a firm like Genesis who are not only committed to the financial success of their clients but also to making a difference in the wider community.”
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Benson Wealth Management
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Guardian Investment Advisors
- Investments
- Heart
- Retirement
“I am lucky enough to know this group of people on a personal level and I can speak with authority when I say that 100% of them are in this business because they truly want to see others be financially secure.”
The 24 firms listed for Cleveland, TN provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Cleveland, TN
22 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 272 reviews; 1 has 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (84%) and quality (68%). 1 is open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), estate planning (2), tax planning (2) and wealth management (2). 3 show a license on their websites and 8 have a BBB rating of A or A+. 14 have ten or more years of experience, the longest 43 years. 1 offers a free initial consultation and 2 are family- or locally-owned. We have a website on file for 23 of the firms on this page; 18 publish a contact page; 19 list a public email and 7 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Cleveland listed here?
3 of the 24 firms are located in Cleveland. The others come from other towns within 30 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Collin Daniell, Financial Planner - BD Planning Partners
- Questions
- Heart
- Needs
“Collin's ability to simplify complex financial concepts empowers his clients to make informed decisions, instilling a sense of confidence and security in their financial future.”
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Evergreen Advisors
“Have referred other clients, who also happy.”
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Golden Financial
“They are extremely thorough and take whatever time they need to ensure their clients are taken care of.”
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Kraftcpas
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Fuerst Financial Group
“Extremely well-informed and do a good job of informing me on market trends.”
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Webb Financial Consultants
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Cox Wealth Management
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HHM Wealth Advisors
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Allon Planning Partners
- Questions
- Success
- Retirement
“From a warm greeting by Schuyler to a seasoned handshake by Jay and an impressively relational conversation with Tanner, this team has gone above and beyond in serving our family well.”
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Barnett & Company
“His advice has helped me make important decisions and he truly cared about my financial well-being.”
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R&D Financial Coaching - Radcoaches
- Plan
- Resources
- Decisions
“I really enjoyed the financial boot camp with Rebecca - the lessons helped me set actionable business and personal goals, think about what I wanted financially in the future and how to plan accordingly.”
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Franklin Wealth Management - Financial Advisor in Chattanooga
- Team
- Retirement
- Learn
“The greatest thing to us about his service is that it extends far beyond just the "money making" part to the "money keeping" aspect of wealth management.”
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George Wealth Management
“Between George and the tools, he offers, I have been able to plan for my retirement more effectively.”
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Visionary Horizons Wealth Management
- Estate Planning
- Retirement
“Nick's willingness to assist me with when and how to manage that 401k, when he made nothing from his advice, resulted in me having way more than I ever expected to transfer into an IRA with Nick at age 59 1/2.”
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Northshore Financial Strategies
- Questions
“Crystal's timely advice has served us well over the years and we are so glad to have a financial advisor with integrity that truly looks out for our best interests.”
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Scenic City Wealth
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Patten & Patten
“They are courteous, efficient and knowledgeable on investment strategies.”
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The Colquette Group Wealth Advisors
“Easy explanations And superb financial protection and wealth growth.”
Retirement Planning and Investment Management Services in Cleveland, TN Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 431 cost profiles
Why these companies made our list
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