Knoxville, TN

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Knoxville, TN
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Best Financial Advisors in Knoxville, TN

Handpicked from 152 vetted & reviewed Financial Planning & Wealth Management firms in the Knoxville area, explore the top 5 leading options among the selected group of 24 finalists.

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Sagespring Wealth Partners - Financial Advisors

Sagespring Wealth Partners - Financial Advisors

(23)
  • Questions
  • Team
  • Confidence
“My wife and I have a small buisness, and they have helped with everything from, Investing and Finacial Advice, Taxes, and they even have a Lawyer on staff.”
CFP, CFP Certified
In Business Since 2012
136 Concord Rd, Knoxville, TN
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Stiles Jim CPA

Stiles Jim CPA

(4)
“The first year Jim offered to redo my prior-year taxes for free and I ended up getting the exact same in a refund that I was told I would have to pay instead :)”
Transparent Fees & Pricing
Offers Financing Options
Licensed, BBB Rating: A+
In Business Since 1996
412 Ebenezer Rd, Knoxville, TN
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Williams Leaanne M CPA

Williams Leaanne M CPA

(18)
Quickbooks Services, Tax Services, Business Services
“I'l be forthright that I was a bit skeptical of Leaanne's capabilities at first having recently moved to the area and searching for a professional CPA; however, all fears were quickly put to rest with the thorough questions she asked.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2010
608 Mabry Hood Rd Suite 5, Knoxville, TN
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The Trust Company of Tennessee

The Trust Company of Tennessee

(4)
Personal Trust, Nonprofit Investing, Corporate Retirement
“I highly recommend The Trust Company of Tennessee!!!”
Licensed, BBB Rating: A+
In Business Since 1989
4823 Old Kingston Pike STE 100, Knoxville, TN
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Novinger Ball & Zivi

Novinger Ball & Zivi

(2)
Consulting, Wealth Management, Tax
“I've been very impressed with their professionalism and knowledge.”
Licensed, BBB Rating: A+
In Business Since 1978
6322 Deane Hill Dr, Knoxville, TN
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
98.4 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Andrew B. Ellis, Cpa, Cfa, CFP

Andrew B. Ellis, Cpa, Cfa, CFP

(42)
  • Small Business
  • Questions
  • Interests
“Andy also excels in his responsiveness to client needs anytime an issue arises and is extremely efficient during tax season when it comes to actually filing his clients tax returns.”
9025 Grey Pointe Dr, Knoxville, TN
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Campbell Financial Group

Campbell Financial Group

(21)
  • Confident
  • Retire
  • Future
“If you are looking for a place to invest your money take time to come visit !!”
In Business Since 2006
2202 Award Winning Way, Knoxville, TN
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Executive Tax & Financial Services

Executive Tax & Financial Services

(17)
  • Money
  • Company
  • Stress
“Amazing costumer service, made everything super simple and quick, very helpful, confidential and will get your money back if there is any to find, I will definitely be back!”
In Business Since 2023
3915 Lilac Ave, Knoxville, TN
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Mitchell Emert & Hill

Mitchell Emert & Hill

Tax Services, Services For Quickbooks, Business Services
“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 1996
416 Erin Dr SW, Knoxville, TN
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Lawhorn CPA Group

Lawhorn CPA Group

(4)
Business Services, Business Intelligence + Technology, Financial Services
“Great Company!!!”
Remote Consultations Available
Transparent Fees & Pricing
In Business Since 1999
6312 Kingston Pike Suite 100, Knoxville, TN
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Financial Partners of TN

Financial Partners of TN

(12)
  • Knowledge
  • Strategy
  • Portfolios
“John and the Financial Partners of TN, LLC team do a great job of listening to your needs and concerns and developing investment strategies that work for you.”
Transparent Fees & Pricing
In Business Since 2004
500 Clyde St NW, Knoxville, TN
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Miser Wealth Partners

Miser Wealth Partners

(11)
Capital Gains Mitigation, Roth Conversion Analysis, Personal Tax Filings
“We were looking for someone that was knowledgeable and a professional who would treat us with loving kindness and would put our financial needs first and foremost before his own.”
In Business Since 2019
12802 Kingston Pike Suite 102, Knoxville, TN
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Brogan Financial

Brogan Financial

(1)
Faqs, Tax Planning, Estate & Legacy Planning
“Jim Brogan is excellent for retirement planning!”
Licensed, BBB Rating: A+
In Business Since 2004
2160 Lakeside Centre Wy #102, Knoxville, TN
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Blue Ridge Wealth Planners

Blue Ridge Wealth Planners

(8)
  • Questions
  • Goals
  • Retirement
“That means they are bound to put their clients interest above their own.”
Remote Consultations Available
In Business Since 2015
9725 Cogdill Rd STE 101, Knoxville, TN
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Patriot Investment Management

Patriot Investment Management

(5)
Foundation Management, Institutional Services, Individual Services
“We have been using Patriot for almost 15 years to manage our company Simple IRA plan.”
In Business Since 2006
9721 Cogdill Rd, Knoxville, TN
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Mark S. Durfee and Associates

Mark S. Durfee and Associates

(1)
Tell A Friend, The Durfee Family
“Calming.”
Family Business
In Business Since 2001
7121 Afton Dr, Knoxville, TN
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Thierry Sommer & Associates

Thierry Sommer & Associates

(5)
  • Investment
  • Watch
“Incredible people that are very caring and watches out for your money so that you don't have to.”
Transparent Fees & Pricing
In Business Since 2007
9724 Kingston Pike STE 102, Knoxville, TN
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Tax Assist

Tax Assist

(6)
Wealth Management, Tax Problem & Resolution Services, Accounting & Tax Services
“Jon has done our taxes for personal and business for 20+ years and helped with mom in law when she needed to get her estate in order to go to assisted living.”
Family Business
Transparent Fees & Pricing
In Business Since 2020
5321 Western Ave, Knoxville, TN
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Rather & Kittrell Capital Management

Rather & Kittrell Capital Management

Retirement Plans, Wealth Management, Overview
“Whether it's finally retiring to enjoy the freedom you've worked so hard for, dealing with the death of a spouse or any other major life change, we pride ourselves on helping our clients prepare for life's transitions. When changes come, our clients ...”
Transparent Fees & Pricing
In Business Since 2003
11905 Kingston Pike, Knoxville, TN
Featured

Any business is only as good as its people. We're proud of our team concept and the groups that make up RK. As a client, you always have attention and access not only to your Advisor, but to their team as well. Lytle Rather and his team decided on a team-building exercise with a jaunt to the top of Mt. Leconte. While some enjoyed the journey more than others, the important part of the climb was that they experienced it together. If you’re interested in learning how our teams can help you in your journey, give us a call.

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Prosperity Partners Wealth Management

Prosperity Partners Wealth Management

(4)
Estate Planning, Retirement Planning, Financial Planning
“Prosperity Partners answer the phone, know who you are and are willing to do all that is necessary, in order for you to feel comfortable with your portfolio and where it is going.”
CFP Certified
In Business Since 2017
306 Prosperity Drive Suite 101 & Suite 103, 306 Prosperity Dr STE 101, Knoxville, TN
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Pinkstaff, Simpson & Headrick

Pinkstaff, Simpson & Headrick

(1)
Industries, Tax Services, Tax Relief
“Truly professional experience and they are always available to help out in any way needed.”
Transparent Fees & Pricing
Offers Financing Options
Accepts All Major Credit Cards
Free Initial Consultation
8858 Cedar Springs Ln #5000, Knoxville, TN
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Paradigm Wealth Partners

Paradigm Wealth Partners

(7)
  • Goals
  • Company
  • Interest
“These 5 stars are well deserved, I've been a client with this company for several years and cannot express how comfortable I feel knowing that they have my every interest in mind.”
In Business Since 2015
2099 Thunderhead Rd STE 201, Knoxville, TN
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Meridian Trust & Investment Company

Meridian Trust & Investment Company

(3)
Trust Services, Physician Services, Investment Management
“Emilyn Bellingrath went above and beyond to answer everyone of my questions.”
In Business Since 1999
109 S Northshore Dr #400, Knoxville, TN
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Wealth and Retirement Strategies

Wealth and Retirement Strategies

(1)
“We are excited to have Steve manage our retirement plans and appreciate his wealth of knowledge !”
Family Business
In Business Since 2006
9724 Kingston Pike Suite 305B, Knoxville, TN
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Retirement Planning and Investment Management Services in Knoxville, TN Cost Estimates

Minimum cost
$1213
Maximum cost
$10306
National Average
$3638
Avg Per Hour Rates
$364
$2425
$6669
Typical price range is based on 257 cost profiles
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Average Cost $3638
Minimum cost $1213
Maximum cost $10306
Avg Per Hour Rates $364

Typical range $2425 to $6669 is based on 257 cost profiles.

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Wealth Management Advisors near Knoxville

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