Top financial advisors in Newport, 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 Newport, TN when you're navigating complex investment decisions or planning for major life changes like retirement or inheritance. A common pitfall is overlooking how federal taxes and local sales or property taxes impact your overall financial picture, especially since Tennessee doesn't tax wages or investment income at the state level.
- Federal tax focus. Confirm how they integrate federal tax strategies into your financial plan, given the absence of state income tax.
- Local tax awareness. Ask how they account for Tennessee's high sales and property taxes when advising on spending and investment.
- Experience with migration trends. Growing local economies can affect your financial goals; see if they consider regional economic shifts in their advice.
- Holistic planning approach. Ensure they look beyond investments to include estate, retirement, and cash flow planning tailored to your life stage.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Timothy C
Series 66
White Pine, TN
MAI Capital Management, LLC
Timothy Chambers offers extensive expertise in private and alternative investments, concentrated stock management, and real estate investing, which suits complex financial needs in Newport, TN. His firm, MAI Capital Management, LLC, is a large firm providing multi-strategy investment platforms and specialized services like retirement consulting and trust administration, with a flat-fee structure and 28 years of industry experience.
Experience: 28 years
Avg account: $2,176,834
-
Robert C
Series 66
White Pine, TN
Portfolio Medics, LLC
Robert Cagle offers expertise in both active portfolio management and passive investing, supported by eight years of industry experience and a Series 66 license. Operating from White Pine, TN, he provides flat-fee financial planning and ongoing consulting through Portfolio Medics, LLC, a firm managing over $550 million for a diverse client base, which may appeal to those seeking flexible fee structures and a blend of strategic and tactical investment approaches.
Experience: 9 years
Avg account: $266,459
-
James D
CFP®, Series 63, Series 65
Parrottsville, TN
Seacrest Wealth Management, LLC
James Dickey offers expertise in retirement plans for business owners and approaching retirement, supported by 16 years of experience and CFP® certification, making him well-suited for clients in Newport, TN facing retirement and tax planning challenges. His firm, Seacrest Wealth Management, provides comprehensive wealth management with a long-term investment approach, and he offers flat-fee and hourly financial planning services, distinguishing him from advisors with different fee structures or specialties.
Experience: 17 years
Avg account: $1,019,224
-
Rebecca P
CFP®, Series 66
Del Rio, TN
Charles Schwab
Rebecca Peterson Male's expertise in multi-state taxation and real estate investing suits clients in Newport, TN, where local sales and property taxes impact financial planning. With 20 years of experience and CFP® certification at Charles Schwab, she serves high-net-worth clients using a 0.80% AUM fee, offering access to multi-asset model portfolios and both discretionary and non-discretionary investment solutions.
Experience: 20 years
-
Jacob H
Series 66
White Pine, TN
Valic Financial Advisors
Jacob Hassinger's expertise in retirement income strategy and tax-loss harvesting suits clients in Newport, TN navigating federal tax planning without state income tax. His affiliation with Valic Financial Advisors, a large firm offering flat-fee and hourly financial planning, provides access to managed-account programs and a broad advisor network, differentiating him from smaller local advisors.
Experience: 5 years
Avg account: $99,681
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Newport, 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")