Top financial advisors in Cookeville, 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 Cookeville, TN, and are managing your investments or planning for retirement, you might need an advisor who understands how Tennessee's tax rules affect your financial decisions. A common mistake is overlooking the impact of federal taxes and local sales or property taxes, which can change your overall financial picture.
- Federal tax focus. Since Tennessee has no state income tax, ask how advisors prioritize federal tax strategies to optimize your returns.
- Local tax awareness. Confirm how they incorporate high local sales and property taxes into your spending and saving plans.
- Migration trends insight. Growing local economies can affect housing and job markets; see if they consider these factors in your financial planning.
- Experience with regional clients. Look for advisors familiar with Cookeville's economic environment to better align advice with your lifestyle and goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Augustus Bo D
Series 66
Cookeville, TN
Raymond James Financial
Augustus Bo Davis offers expertise in general retirement and business succession planning, with nine years of experience in Cookeville, TN, making him familiar with local economic factors and tax considerations. Affiliated with Raymond James Financial, a large firm, he provides flat-fee and hourly fee structures, serving a diverse client base including business owners and retirees, which may suit clients seeking flexible and comprehensive financial planning.
Experience: 9 years
Avg account: $700,796
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Wayne C
Series 63
Cookeville, TN
Cravens & Company Wealth Management
Wayne Cravens brings 38 years of experience in wealth management and retirement income strategy, making him well-equipped to address the financial complexities faced by Cookeville residents, including federal tax considerations and local economic factors. His firm offers flat-fee private client and family office services, catering to established professionals and retirees, with a collaborative approach that integrates tax, estate planning, and portfolio management.
Experience: 39 years
Avg account: $1,314,612
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Anthony W
Series 65
Cookeville, TN
Foundations Investment Advisors LLC
Anthony Wright offers wealth management and retirement plan expertise tailored for business owners in Cookeville, TN, with six years of industry experience and a Series 65 license. His firm uses model allocations and third-party sub-advisers, providing flat-fee and independent advisory services, which may appeal to clients seeking transparent fees and diverse portfolio management options.
Experience: 6 years
Avg account: $340,025
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Lisa M
PFS™, Series 63
Cookeville, TN
OSAIC
Lisa Malone's 24 years of experience and PFS™ designation equip her to address the financial complexities faced by Cookeville residents, including federal tax strategies and local tax considerations. Working with OSAIC, a large firm offering flat-fee and negotiable AUM pricing, she serves diverse clients such as business owners and retirees, providing access to advanced portfolio management and multiple custodial platforms.
Experience: 25 years
Avg account: $398,336
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William W
Series 63, Series 65
Cookeville, TN
Southland Equity Partners, LLC.
William Welch III offers wealth management and general tax planning with 30 years of experience in Cookeville, TN, focusing on federal tax strategies important in Tennessee's tax environment. His firm provides flat-fee and hourly options, serving a diverse client base including high-net-worth families and professionals, with a collaborative approach integrating financial, tax, and estate planning alongside portfolio management.
Experience: 30 years
Avg account: $504,799
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