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Joshua Eugene Griffis

Advisor at Edelman Financial Engines — Crossville, TN

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Crossville, TN

Edelman Financial Engines logo

Edelman Financial Engines

Institution

Total advisors

723

Across 320 offices

Clients per advisor

660 Very High

Avg AUM per client

$375,508 Low

HNW client ratio

10% Low

About

Joshua Griffis is a financial advisor at Edelman Financial Engines with a Series 65 designation. He has experience at Fisher Investments from 2017 to 2024 and has worked in various roles prior to joining Edelman Financial Engines in 2026. His background also includes a brief period in coffee shop management and small business investments. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner delivery and online tools, offering diversified portfolios with a long-term investment orientation.

Client services

Based on Edelman Financial Engines

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Edelman Financial Engines

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management

Occupation focus

Based on Edelman Financial Engines

Retired Founder/Business Owner

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Fee options

Fixed

Up to $10,000 one-time fee for financial plans (waivable). Some clients may have negotiated flat fees not exceeding 1.75% AUM.

Percentage

$0 - $400,000: 1.75% $400,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,000 - Negotiable: Negotiable

Project-based

Up to $10,000 one-time fee for financial plan development (can be waived). Online Advice up to $300/year.

Subscriptions

Online Advice fees up to $300 per year, payable in advance by credit card.

Other

Account minimum: $5,000 for Wrap Fee Program legacy EFS clients (may be reduced or waived at discretion), $500,000 for institutional clients (may be waived or reduced at discretion), $10,000 for Workplace IRA (may be waived), $5.00 for defined contribution plan participants prior to transactions. Minimum fee: $225 minimum quarterly fee may apply for Personal Advisor clients. Fee-only: Fees based on assets under management as per tiered schedule; no commissions.

Location

See office

Crossville, TN

Crossville TN

Advisors at this office

1

Most active in

Tennessee · Texas

Work history

< 1 year of industry experience

Edelman Financial Engines

2026 - Present • 1 year

Santa Clara, CA

Grinder House Coffee Shop

2025 - 2026 • 1 year

Crossville, TN

JVI Investments, LLC

2025 - 2025 • 1 year

Crossville, TN

East Tennesee Contractors

2024 - 2025 • 1 year

Crossville, TN

Fisher Investments

2017 - 2024 • 7 years

Plano, TX

21st Mortgage Corporation

2015 - 2017 • 2 years

Knoxville, TN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Ronn C

Series 66

Crossville, TN

North Pointe Financial Advisors, Inc

Ronn Christensen is a financial advisor with North Pointe Financial Advisors, Inc. in Crossville, TN. He holds the Series 66 designation and has 16 years of industry experience. Prior to founding North Pointe in 2012, he worked with various insurance carriers for W & R Insurance Agencies and also owns Black Diamond Marketing, an advertising agency based in Crystal Lake, IL. North Pointe Financial Advisors provides portfolio management and financial planning services to individuals, trusts, estates, and small businesses. The firm employs a non-discretionary investment approach using computer-modeled mutual fund portfolios, offering clients a range of strategies from Conservative Income to Aggressive Growth.

General retirement planning General tax planning General estate planning guidance
user avatar

Jordan W

Series 65

Crossville, TN

Witt Financial Group, LLC

Jordan Witt is a financial advisor at Witt Financial Group, LLC in Crossville, TN, with 11 years of industry experience. He holds a Series 65 designation and has been with Witt Financial Group since 2014. Witt is also a licensed insurance agent and receives commissions in that capacity. Witt Financial Group provides investment advisory and financial planning services primarily to individuals, including high-net-worth clients, and pension plans. The firm manages over $154 million in client assets and is known for its educational seminars and workshops, as well as its approach of directing client assets to third-party managers while offering tailored investment policy statements.

College savings (529s, UTMA, etc.)
user avatar

Jackson E

Series 65

Crossville, TN

Witt Financial Group, LLC

Jackson Eldridge is a financial advisor with Witt Financial Group, LLC in Crossville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Witt Financial Group, he worked at RW Baird and served in roles at the Knox County Clerk and the TAD Center. Witt Financial Group advises individuals, high-net-worth households, and select pension plans by providing portfolio management through sub-adviser selection and oversight, along with standalone financial planning services. The firm’s approach emphasizes matching clients with third-party money managers and offering educational seminars on various financial topics.

College savings (529s, UTMA, etc.)
user avatar

Hobert W

Series 63

Crossville, TN

Witt Financial Group, LLC

Hobert Witt is a financial advisor at Witt Financial Group, LLC, with 24 years of industry experience. He has held his current position since 2003, following a brief tenure at Wealth Financial Advisory Services, LLC. Witt holds a Series 63 designation. Witt Financial Group provides portfolio management and financial planning services primarily to individuals, high-net-worth households, and select pension plans. The firm focuses on selecting and overseeing third-party money managers and offers educational seminars and workshops on financial topics.

College savings (529s, UTMA, etc.)
user avatar

Glenn S

Series 65

Crossville, TN

Mpm Wealth Advisors

Glenn Seabolt is a Series 65-licensed financial advisor with 19 years of industry experience. He has been with Modern Portfolio Management since 2005. MPM Wealth Advisors provides investment advisory and financial planning services to individual clients, pension and employee benefit plans, trusts, and other entities. The firm emphasizes diversified portfolios constructed from low-expense mutual funds and ETFs, guided by client suitability and risk profiles, and manages approximately $1.04 billion in assets.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Christopher P

CFP®, Series 66

Crossville, TN

Core Planning

Christopher Peterson is a CFP® with 19 years of industry experience. He has been with Peterson Wealth Advisory, LLC since 2008 and joined Core Planning in 2025. Core Planning provides fee-only financial planning and wealth management services primarily to individual and high-net-worth clients, as well as ERISA 3(21) advisory services for qualified retirement plans. The firm utilizes third-party model portfolios and automated rebalancing tools to support portfolio management while tailoring strategies to client objectives and risk tolerance.

Retirement income strategy
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