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Wayne Harris Cravens

Advisor at Cravens & Company Wealth Management — Cookeville, TN

Updated today

Credentials

Series 63

Experience

39 years

Location

Cookeville, TN 38501

Cravens & Company Wealth Management logo

Cravens & Company Wealth Management

Supported

Total advisors

3

Across 2 offices

Clients per advisor

70 High

Avg AUM per client

$1,314,612 High

HNW client ratio

37% High

About

Wayne Cravens is a financial advisor at Cravens & Company Wealth Management with 39 years of industry experience. He holds a Series 63 designation and has worked previously at FSC Securities Corporation and Progressive Savings Bank. Outside of advising, he is involved in managing a grocery-anchored retail development in Cookeville, TN, through his participation in related investment entities. Cravens & Company Wealth Management serves high-net-worth families, professionals, and business entities, offering a range of services including multi-generational financial planning, discretionary investment management, and qualified plan fiduciary services. The firm manages approximately $311 million in client assets and integrates financial, tax, and estate planning with advanced investment strategies.

Client services

Based on Cravens & Company Wealth Management

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

Expertise

Based on Cravens & Company Wealth Management

Wealth management Business exit / sale strategy Retirement income strategy General estate planning guidance Cash flow / budgeting

Occupation focus

Based on Cravens & Company Wealth Management

Executive Doctor or Medical Professional Attorney Retired

Demographic focus

Based on Cravens & Company Wealth Management

Established Professionals Retired

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Fee options

Fixed

Fixed fees for Private Client Service start at $10,000; Family Office Service fixed fees start at $20,000; Business Consulting project fees range from $2,500 to $10,000

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.55%

Project-based

Consulting hourly fees range from $50 to $300 per hour depending on staff level

Other

Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000, negotiable and may be waived at discretion Fee-only: Investment advisory fees based on assets under management; fixed fees for financial planning; hourly and project fees for consulting; all fees are fee-only (no commissions)

Location

See office

Cookeville, TN

1080 Interstate Drive

Cookeville TN 38501

Advisors at this office

2

Most active in

Georgia · Tennessee

Work history

39 years of industry experience

OSAIC

2023 - 2023 • 1 year

Cookeville, TN

Cravens & Company Advisors, LLC

2020 - Present • 6 years

Cookeville, TN

Progressive Savings Bank

2005 - 2020 • 15 years

Knoxville, TN

FSC Securities Corporation

1996 - 2023 • 27 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

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Dominic E

Series 65

Cookeville, TN

Ridgebrooke Capital Management LLC

Dominic Emord is a financial advisor at RidgeBrooke Capital Management LLC with a Series 65 credential and two years of industry experience. Prior to his current role, he worked at Oculus Imaging and has been involved with Passio Language Academy for several years. RidgeBrooke Capital Management LLC provides discretionary asset management and financial planning for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor investment strategies to client goals, and it offers active management of fixed indexed annuities alongside traditional portfolio management.

Annuities Retirement income strategy Wealth management Tax-loss harvesting General estate planning guidance
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Caleb R

Series 65

Cookeville, TN

Cravens & Company Wealth Management

Caleb Rouse is a financial advisor at Cravens & Company Wealth Management in Cookeville, TN. He holds a Series 65 designation and has been with the firm since 2023. Prior to joining Cravens & Company, he has experience working in retail at Lowe's and has held roles in landscaping and education. Cravens & Company Wealth Management serves high-net-worth families, executives, healthcare and legal professionals, and retirees, offering a range of services including private client, family office, fixed-income, and business consulting. The firm emphasizes a holistic, multi-generational planning approach combined with discretionary investment management and Qualified Plan Fiduciary Services.

Wealth management Business exit / sale strategy Retirement income strategy General estate planning guidance Cash flow / budgeting Executive Doctor or Medical Professional Attorney Retired Established Professionals Retired
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Travis G

Series 66

Cookville, TN

Compass Advisory Partners LLC

Travis Giffey is a financial advisor with Compass Advisory Partners LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at firms including FSC Securities Corporation and Lion Street Financial, and has been with Compass Advisory Partners since 2012. Outside of his advisory role, he owns and operates agricultural businesses focused on cattle farming. Compass Advisory Partners provides financial planning and consulting services to individuals, corporations, charitable organizations, trusts, and estates. The firm offers written financial plans and consultations without discretionary portfolio management, focusing on retirement, cash flow, insurance, estate, and business succession planning through an hourly fee model.

Business succession planning
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Richard H

Series 63, Series 65

Cookeville, TN

Ridgebrooke Capital Management LLC

Richard Hofmann Warner is a financial advisor at RidgeBrooke Capital Management LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience with NYLIFE Securities LLC and New York Life. Outside of advising, he is involved with Auxilia Training LLC, where he has held a position since 2018. RidgeBrooke Capital Management LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm tailors strategies using fundamental, technical, charting, and cyclical analysis and manages fixed indexed annuities with a fee-based approach, operating with full discretionary authority.

Annuities Retirement income strategy Wealth management Tax-loss harvesting General estate planning guidance
user avatar

David S

CFP®, Series 66

Cookeville, TN

Compass Advisory Partners LLC

David Stites is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Compass Advisory Partners LLC. He has held advisory roles at Integrity Alliance, Csenge Advisory Group, and Lion Street Financial, among others. Stites is also involved with Fidelis Financial Strategies, where he sells life, health, and annuity contracts as part of the financial planning process. Compass Advisory Partners provides financial planning and consulting services to individuals, corporations, charitable organizations, trusts, and estates. The firm focuses on delivering written financial plans and consultations without discretionary portfolio management, emphasizing client implementation through custodians of their choice.

Business succession planning
user avatar

R. K

ChFC®, Series 65

Cookeville, TN

Ridgebrooke Capital Management LLC

R. Kirby is a financial advisor with RidgeBrooke Capital Management LLC, holding the ChFC® designation and a Series 65 license, with 14 years of industry experience. His prior experience includes roles at Virtue Capital Management, LLC and Horter Investment Management. He also serves on the Board of the International Foundation for Retirement Education. RidgeBrooke Capital Management LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs tailored investment strategies using multiple analytical methods and manages fixed indexed annuities with full discretionary authority, distinguishing itself through its affiliation with an insurance business and active fee-based annuity management.

Annuities Retirement income strategy Wealth management Tax-loss harvesting General estate planning guidance
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