Top financial advisors in McMinnville, 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 McMinnville, TN, and are navigating financial decisions, you might be facing choices about managing federal taxes, sales tax impacts, or property tax planning. Without local tax on wages or investment income, the focus shifts to federal tax strategies and understanding how local sales and property taxes affect your finances.
- Federal tax focus. Confirm how the advisor plans around federal income tax since Tennessee doesn’t tax wages or investment income.
- Sales and property tax awareness. Ask how they incorporate Tennessee’s high sales and property taxes into your overall financial plan.
- Local economic trends. Check if they consider McMinnville’s growing economy and migration patterns when advising on investments or real estate.
- Experience with Tennessee rules. Ensure they understand state-specific tax nuances to avoid costly mistakes in your financial strategy.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Dawn H
Series 63, Series 65
McMinnville, TN
LPL Financial
Dawn Hoover's 29 years of experience and expertise in wealth management, retirement plans for business owners, and tax-loss harvesting make her well-equipped to address federal tax strategies and local tax considerations in McMinnville, TN. Operating within LPL Financial, a large firm offering flat-fee financial planning, she serves a diverse client base, providing access to extensive investment research and solutions that may benefit those navigating Tennessee's unique tax environment.
Experience: 29 years
Avg account: $399,489
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Wendy K
Series 66
McMinnville, TN
OSAIC Institutions, INC.
Wendy Kell's experience with tax-loss harvesting and annuities, combined with her Series 66 credential and six years in the industry, equips her to address federal tax strategies relevant to McMinnville residents. Affiliated with OSAIC Institutions, a large firm offering flat-fee options and a mix of fundamental and technical analysis, she provides access to alternative investments and lending solutions, distinguishing her from advisors focused solely on discretionary asset management.
Experience: 7 years
Avg account: $308,738
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Kelvin D
Series 63, Series 65
McMinnville, TN
Dmk Advisor Group, Inc.
Kelvin Douglas offers expertise in active and passive portfolio management along with wealth management, making him well-suited for addressing federal tax strategies and local tax impacts in McMinnville, TN. With 22 years of experience and a flat-fee financial planning structure, he serves individuals and small businesses through DMK Advisor Group, which manages $84.5 million in assets and uses both technical and fundamental analysis.
Experience: 22 years
Avg account: $253,988
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Andy K
Series 66
McMinnville, TN
Raymond James Financial
Andy Knowles, based in McMinnville, TN, offers 12 years of experience and specializes in retirement and business succession planning, which can help navigate federal tax strategies relevant to Tennessee residents. Affiliated with Raymond James Financial, a large firm known for tailored strategies and asset-allocation analysis, he provides flat-fee and hourly planning options, distinguishing him from advisors with different fee structures or smaller firm resources.
Experience: 12 years
Avg account: $700,796
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Jeremy R
Series 66
McMinnville, TN
Edward Jones
Jeremy Richey in McMinnville, TN, specializes in retirement plans for business owners and college savings, which can support federal tax planning strategies relevant to Tennessee residents. Working at Edward Jones, a large firm managing over $1 trillion in assets, he offers a structured program fee up to 1.35% annually and brings seven years of experience, including a focus on military and veterans, distinguishing him from other local advisors.
Experience: 7 years
Avg account: $246,728
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