Top financial advisors in Knoxville, 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 Knoxville and are managing your investments, you might need an advisor who understands how Tennessee's tax rules affect your financial picture. Without local tax knowledge, an advisor might overlook key factors like the absence of state income tax but the impact of high sales and property taxes.
- Federal tax focus. Since Tennessee doesn't tax wages or investment income, ask how they optimize your federal tax strategy instead.
- Sales and property tax awareness. Confirm they consider how these taxes influence your overall financial plan.
- Local economic insight. Growing cities like Knoxville can affect your investment opportunities; see how they incorporate this into advice.
- Experience with regional clients. Advisors familiar with Knoxville's market can better align your plan with local trends and costs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jonathan M
Series 63, Series 65
Knoxville, TN
OSAIC
Jonathan Matthews brings 26 years of experience and holds Series 63 and 65 licenses, making him well-equipped to navigate Knoxville's unique tax environment, including federal tax strategies and local economic factors. As part of OSAIC, a large SEC-registered firm with diverse clients and a risk-tolerance-based investment approach, he offers flat-fee planning and consulting services, distinguishing him from advisors with different fee structures or smaller firm affiliations.
Experience: 26 years
Avg account: $398,336
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Gail H
CFP®, Series 63, Series 65
Knoxville, TN
LPL Financial
Gail Hatfield's expertise in wealth management and retirement plans for business owners suits Knoxville residents navigating local tax nuances, especially with her CFP® certification and eight years of experience. Working at LPL Financial, a large firm offering flat-fee planning and extensive investment resources, she supports diverse clients including high-net-worth households, distinguishing her from advisors at smaller firms or with narrower service scopes.
Experience: 8 years
Avg account: $399,489
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Daniel V
Series 63, Series 65
Talbott, TN
Primerica Advisors
Daniel Vick offers expertise in ESG investing, tax-loss harvesting, and income planning, which can help Knoxville residents optimize their federal tax strategies amid Tennessee's unique tax environment. Affiliated with Primerica Advisors, a large firm providing discretionary asset management with a tiered wrap-fee structure, he brings 15 years of experience and serves both individual and high-net-worth clients, distinguishing him from advisors with smaller practices or different fee models.
Experience: 16 years
Avg account: $228,117
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Patrick E
CFP®, Series 66
Knoxville, TN
Uprise Advisers LLC
Patrick Elliott's 17 years of experience and CFP® certification equip him to navigate Knoxville's unique tax environment, focusing on federal tax strategies and local economic factors. His firm, Uprise Advisers LLC, offers fixed pricing and online financial planning without asset management, differentiating him with a modern portfolio theory approach and a focus on individual clients through direct subscriptions.
Experience: 17 years
Avg account: $0
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Jacob C
CFP®, Series 66
Springboro, OH
SLP Wealth
Jacob Courtney in Knoxville offers expertise in tax-loss harvesting and retirement plans for business owners, aligning well with local financial needs. His flat-fee structure and independent status at SLP Wealth, combined with a passive investment approach and additional services like tax preparation and student loan consulting, distinguish him from other advisors in the area.
Experience: 5 years
Avg account: $38,440
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