Top financial advisors in Sevierville, 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 Sevierville, TN, and are managing your investments or planning for retirement, you might need an advisor who understands how Tennessee's tax environment affects your financial decisions. Without local expertise, advisors might overlook the impact of high sales and property taxes on your overall plan.
- Federal tax focus. Since Tennessee has no state income tax, ask how they optimize your federal tax strategy instead.
- Sales and property tax awareness. Confirm they consider these significant local taxes when planning your cash flow and spending.
- Local market knowledge. Growing cities in Tennessee can affect your investment opportunities; see how they incorporate this into your portfolio.
- Experience with migration trends. Inbound migration can influence real estate and job markets; check if they factor this into your financial outlook.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jesse T
CFP®, Series 66
Sevierville, TN
LPL Financial
Jesse Tharp's 20 years of experience and CFP® certification equip him to navigate Sevierville's unique tax environment, focusing on federal tax strategies and local market trends. Affiliated with LPL Financial, a large firm offering diverse investment platforms and flat-fee planning, he serves a broad client base including business owners and retirees, distinguishing him from advisors with narrower specialties or fee structures.
Experience: 20 years
Avg account: $399,489
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Matthew G
Series 63, Series 65
Sevierville, TN
Raymond James Financial
Matthew Gathagan offers expertise in general retirement and business succession planning, with 13 years of experience in Sevierville, TN, a region where understanding local tax impacts is crucial. Affiliated with Raymond James Financial, a large firm, he provides flat-fee and hourly planning services, catering to diverse clients including business owners and retirees, which may offer more structured fee options compared to other advisors.
Experience: 14 years
Avg account: $700,796
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Travis J
Series 66
Sevierville, TN
Private Advisor Group, LLC
Travis Jacques brings 24 years of experience and a Series 66 designation to clients in Sevierville, TN, where understanding local tax impacts like sales and property taxes is crucial. Working with Private Advisor Group, a large SEC-registered firm managing over $41 billion, he offers flexible fee structures including flat fees and negotiable AUM rates, distinguishing him from advisors with more rigid pricing models.
Experience: 25 years
Avg account: $303,047
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Tyler H
CFP®, Series 63, Series 66
Sevierville, TN
Ameriprise
Tyler Helton specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement in Sevierville, TN. Working at Ameriprise, a large firm with a 0.15% AUM fee, he leverages six years of experience and a CFP® certification to provide tax-efficient, research-driven retirement planning tailored to individuals with substantial investable assets.
Experience: 7 years
Avg account: $471,167
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James B
Series 66
Sevierville, TN
Edward Jones
James Bales, based in Sevierville, TN, offers wealth management with a focus on tax-loss harvesting and multi-generational wealth transfer, which can help navigate Tennessee's unique tax environment. Working at Edward Jones, a large firm with over 23,700 advisors and $1.01 trillion in assets, he brings six years of experience and serves diverse clients including executives and retired individuals, providing a broad perspective compared to smaller local firms.
Experience: 7 years
Avg account: $246,728
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