Best Financial Advisors in Kingsport, TN

The highest-rated Financial Planning & Wealth Management companies out of 195 vetted & reviewed in the Kingsport area.

Jennings Group EA

Jennings Group EA

(30)
21st Century Firm, Tax Services, Payroll Services
“I have received excellent advice over the years on handling tax requirements for my small business, and great help handling the financial issues of my elderly parent.”
In Business Since 2011
Accepts All Major Credit Cards, Check, Paypal
Licensed
1567 N Eastman Rd #15, Kingsport, TN
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AFI - Aldebaran Financial Insights

AFI - Aldebaran Financial Insights

(7)
  • Investments
“My advisor, Brian Brummett, always takes the time to help me understand the fundamentals of the companies I am investing in and how to incorporate different levels of risk into a diversified portfolio.”
In Business Since 2021
Accepts Check, Cash
4105 Fort Henry Dr Suite 305, Kingsport, TN
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B&H Wealth Strategies

B&H Wealth Strategies

(1)
“Jeff is intelligent and knowledgeable of the stock markets and financial institutions.”
In Business Since 2013
1402 E Center St, Kingsport, TN
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Aspire Financial Services

Aspire Financial Services

(1)
“Even though I came in without much to invest and I am very risk averse, she was able to set up a plan for me that has revolutionized the way I have been thinking about my money.”
2025 Meadowview Pkwy Suite 100, Kingsport, TN
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Center Street Wealth Management Group

Center Street Wealth Management Group

Planning For Retirement, Individual Retirement Account (Ira)
“Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning,...”
In Business Since 2008
125 W Center St #101, Kingsport, TN
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Talley Financial

Talley Financial

(15)
Financial Planning, Investment Management
“Your opinions as a client matter and are factored into the discussion, in contrast to advisors that take your thoughts and opinions and throw them out the window in favor of what they want you to do with your money with their fancy charts and graphs ...”
In Business Since 2020
203 Broyles Dr STE 301, Johnson City, TN
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Todd Mussard, Cpa;

Todd Mussard, Cpa;

“"The advice Todd has provided me has saved me a lot of time as well as money. His common sense approach around planning and taxes has been on a very high level. We have worked together for about 15 years and I have developed the utmost trust in Todd ...”
In Business Since 2017
Offers Financing Options
Transparent Fees & Pricing
140 Old Gray Station Rd #100, Johnson City, TN
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Tricities Advisors

Tricities Advisors

(3)
Articles, Videos, Flipbooks
“Brandon is very knowledgeable and helpful in every aspect from financial advising to health insurance.”
In Business Since 2016
302 Sunset Dr Ste 107, Johnson City, TN
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Dunham & Deitel Wealth Management

Dunham & Deitel Wealth Management

(1)
Form CRS, Privacy Policy, Broker Check
“With the love for traveling the world and being away for long periods of time, I needed to find professionals to help manage my investments.”
In Business Since 2016
4104 N Roan St # B, Johnson City, TN
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Marmo Financial Group

Marmo Financial Group

(3)
“Very quickly, Scott and his team put their finger on “the” key issues and moved effectively and efficiently to give us concrete, specific advice to move forward with a solid plan and peace of mind.”
In Business Since 2005
801 Sunset Dr A-1, Johnson City, TN
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Wealth Management A Division of Bank of Tennessee

Wealth Management A Division of Bank of Tennessee

(1)
“I use them for my small business and they take very good care of us!”
In Business Since 1996
Offers Financing Options
100 Med Tech Pkwy, Johnson City, TN
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Citizens Investment Services

Citizens Investment Services

In Business Since 1990
Offers Financing Options
Accepts Check, Debit
3028 Peoples St, Johnson City, TN
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BCS Wealth Management

BCS Wealth Management

Newsletters, Audrey Yelen, Carolyn Kerr
“We at BCS Wealth Management appreciate the relationship between making wise financial decisions and fulfilling dreams. To that end, we provide comprehensive financial planning, investment management, group benefits, and risk management. Our strategic...”
In Business Since 2011
801 F Sunset Dr Suite 1, Johnson City, TN
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Reilly Financials

Reilly Financials

(2)
“This service is excellent and he helped me out alot with all of my questions and concerns about my finances and help me understand and feel comfortable and confident about my finances.”
In Business Since 2021
Serving Kingsport Area
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James River Advisors - Edwin Cox

James River Advisors - Edwin Cox

“When you are quoted an asset-based fee, it normally includes only the advisor's fee and not the other expenses deducted from your accounts. At James River Advisors, we believe you deserve complete transparency regarding the true costs you will incur....”
In Business Since 2009
Transparent Fees & Pricing
Serving Kingsport Area
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Values First Advisors

Values First Advisors

What is Bri?, Investment Management, Financial Planning
“The contents of this page should not be construed as legal, tax, or other advice. Persons are urged to consult their own tax or legal advisors before entering into any agreement or contract.”
30+ Years Experience
101 Old Gray Station Rd, Johnson City, TN
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Trivett Wealth Management, Matthew J Trivett CFP

Trivett Wealth Management, Matthew J Trivett CFP

Services Offered, Faqs, What is the Cost?
In Business Since 2017
203 Broyles Dr STE 201, Johnson City, TN
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Ferguson Wealth Management

Ferguson Wealth Management

“Andrew began his career in the financial services industry in 2013, working with two large national firms. In 2020 Andrew made an intentional change to position his practice on an independent platform where he could remove the large firm bias by prov...”
In Business Since 2020
2800 Peoples St Suite 50, Johnson City, TN
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Preservation Financial Group

Preservation Financial Group

208 Sunset Dr #113, Johnson City, TN
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Ingram Financial

Ingram Financial

“Investment advisory services offered through Guardian Wealth Advisors, LLC D/B/A Ingram Financial Services. Guardian Wealth Advisors, LLC ("GWA") is an Registered investment advisor registered with the U.S.Securities and Exchange Commission and is he...”
In Business Since 2012
2903 E Oakland Ave, Johnson City, TN
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Raquel A. McKinney, CPA

Raquel A. McKinney, CPA

IRS Audit Representation, Business Valuation, Personal Financial Planning
“We serve the entire Tri-Cities area (Bristol, Kingsport and Johnson City) as well asElizabethton, Hampton, Roan Mountainand southwest Virginia. We also provide virtual bookkeeping and payroll services through our website. Whether you need assistance ...”
In Business Since 2009
Offers Financing Options
Transparent Fees & Pricing
Serving Kingsport Area
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Trinitas Wealth Management - Raymond James

Trinitas Wealth Management - Raymond James

(1)
Services, Services
“The professional service and time they give demonstrates how much truly care about us as both their clients and people and that they are looking to help us be successful in every way they can.”
In Business Since 2019
Family Business
Serving Kingsport Area
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David E Warren, CPA

David E Warren, CPA

(4)
“The thing I like best about David is that he is always patient with us and goes above and beyond answering our questions and helping us, even though he does not get paid for the additional services.”
In Business Since 2010
Transparent Fees & Pricing
Serving Kingsport Area
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Cornerstone Wealth Management Group

Cornerstone Wealth Management Group

(2)
“Buffie shepherd deserves a raise!!!”
In Business Since 2014
CFP Certified
Serving Kingsport Area
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Retirement Planning and Investment Management Services in Kingsport, TN Cost Estimates

Minimum cost
$1045
Maximum cost
$8875
National Average
$3133
Avg Per Hour Rates
$314
$2089
$5743
Fair price range is based on 261 cost profiles
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Average Cost $3133
Minimum cost $1045
Maximum cost $8875
Avg Per Hour Rates $314

Fair range $2089 to $5743 is based on 261 cost profiles.

Why these companies made our list

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