Top financial advisors in Fayetteville, 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.
You might seek a financial advisor in Fayetteville, TN, if you're navigating federal tax planning or managing investments in a state without income tax. A common pitfall is overlooking how Tennessee's high sales and property taxes impact your overall financial picture.
- Federal tax focus. Confirm how the advisor integrates federal tax strategies given Tennessee's lack of state income tax.
- Sales and property tax awareness. Ask how they factor in Tennessee's higher sales and property taxes when planning your budget.
- Investment income planning. Since Tennessee doesn't tax dividends or interest, check how they optimize your investment income accordingly.
- Local economic insight. Growing local economies can affect your financial goals; see how the advisor incorporates regional trends into your plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Jonathan R
Series 63, Series 65
Lynchburg, TN
Cambridge Investment Research Advisors
Jonathan Robertson's 15 years of experience and Series 63 and 65 licenses equip him to address retirement income strategies and business owner retirement plans, relevant for Fayetteville's tax environment. Affiliated with Cambridge Investment Research Advisors, a large firm offering flat fees and diverse investment strategies, he provides flexible financial planning and consulting services, distinguishing him from advisors with smaller firm affiliations or different fee structures.
Experience: 16 years
Avg account: $378,281
-
Aaron M
Series 66
Fayetteville, TN
Edward Jones
Aaron Milz in Fayetteville, TN, offers expertise in retirement income strategy and wealth management, which can help navigate federal tax planning and investment income optimization in Tennessee's unique tax environment. Affiliated with Edward Jones, a large firm known for comprehensive wealth management and trust services, he brings seven years of experience and a Series 66 credential, distinguishing him with access to broad advisory programs and managed solutions.
Experience: 7 years
Avg account: $246,728
-
Michelle H
CFP®
Fayetteville, TN
Southern Capital Services Inc
Michelle Hunt, a CFP®-certified advisor in Fayetteville, TN, offers expertise in options, annuities, and real estate investing, which can help navigate federal tax planning and investment income optimization in Tennessee's tax environment. Her firm, Southern Capital Services Inc, serves a diverse client base including high-net-worth individuals and trusts, using both fundamental and technical analysis with a 1.00% AUM fee, distinguishing her from advisors with narrower focuses or different fee structures.
Experience: 8 years
Avg account: $477,609
-
Jeffrey M
Series 63, Series 66
Fayetteville, TN
Verus Capital Partners, LLC
Jeffrey Mathis in Fayetteville, TN, offers expertise in income planning and retirement withdrawal strategies, which are crucial for managing investments in Tennessee's unique tax environment. His firm, Verus Capital Partners, uses a combined fundamental and technical analysis approach, providing customized portfolios with a flat-fee structure for financial planning, distinguishing him from advisors with traditional AUM fees.
Experience: 26 years
Avg account: $408,170
-
Peter R
Series 63, Series 65
Meridianville, AL
Independent Financial partners
Peter Ranta's 40 years of experience and expertise in retirement income strategy and tax-loss harvesting equip him to address federal tax planning and investment income optimization relevant to Tennessee residents. Operating within Independent Financial Partners, a large firm with a flat-fee structure and a multi-advisor platform, he offers flexible fee options and access to extensive retirement-plan advisory services, distinguishing him from other advisors in the region.
Experience: 40 years
Avg account: $225,569
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Fayetteville, TN
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")