Top financial advisors in Chattanooga, TN
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you live in Chattanooga and want to grow or protect your wealth, you might be facing decisions about managing federal taxes, sales tax impacts, or property tax planning. Without a clear understanding of how these taxes interact with your investments and income, you could miss opportunities to keep more of your money.
- Federal tax focus. Since Tennessee has no state income tax, ask how they optimize your federal tax strategy instead.
- Sales and property tax insight. Confirm they consider local sales and property taxes in your overall financial plan.
- Local market knowledge. Growing cities like Chattanooga affect real estate and job markets; see how they incorporate this into your advice.
- Experience with migration trends. Inbound migration can impact investment and housing choices; check if they factor this into your planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Carrie T
CFP®, Series 66
Chattanooga, TN
LPL Financial
Carrie Turcotte offers expertise in wealth management and tax-loss harvesting, which can help navigate federal tax strategies important for Chattanooga residents. As a CFP®-certified advisor with 19 years of experience at a large firm, she provides flat-fee financial planning, distinguishing her approach from hourly or commission-based advisors in the area.
Experience: 19 years
Avg account: $399,489
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Russell B
Series 66
Chattanooga, TN
Bigham Wealth Advisory LLC
Russell Bigham offers expertise in options and derivatives strategies, which can be valuable for managing federal tax implications and investment risks in Chattanooga's evolving market. His firm provides discretionary asset management and basic estate planning with a flat-fee option, serving both individual and high-net-worth clients, distinguishing him through a blend of technical analysis and personalized fee structures.
Experience: 17 years
Avg account: $142,758
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Richard D
Series 66
Chattanooga, TN
Rich Dewitt Wealth Management LLC
Richard De Witt in Chattanooga offers expertise in options and derivatives strategies, which can be valuable for managing federal tax implications and local tax considerations. His firm uses a diverse investment approach and serves individuals, trusts, and business entities, providing flat-fee and hourly financial planning options, distinguishing him from advisors with more traditional fee structures or narrower client focuses.
Experience: 12 years
Avg account: $394,050
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Kyle K
Series 63, Series 65, Series 66
Chattanooga, TN
Tarragon Capital, LLC
Kyle Kelly in Chattanooga offers expertise in active portfolio management and tax-loss harvesting, which can help optimize federal tax strategies relevant to local tax considerations. His firm uses absolute-return strategies with active risk management, and he provides flexible fee options including negotiable flat fees and hourly rates, distinguishing him from advisors with standard AUM fees.
Experience: 19 years
Avg account: $305,171
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David K
Series 66
Chattanooga, TN
Edward Jones
David Keith at Edward Jones in Chattanooga offers wealth management with a focus on tax-loss harvesting and multi-generational wealth transfer, which can help navigate federal tax strategies relevant to local tax considerations. His affiliation with a large firm serving over four million clients provides access to diverse advisory programs, distinguishing him from smaller local advisors despite his relatively recent start in 2023.
Experience: 3 years
Avg account: $246,728
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