Top financial advisors in Tullahoma, 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 Tullahoma, TN, and are navigating your financial future, you might be facing decisions about managing your investments or planning for retirement without the complexity of state income tax. A common mistake is overlooking how federal taxes and local sales or property taxes impact your overall financial plan.
- Federal tax focus. Since Tennessee doesn’t tax wages or investment income, ask how advisors prioritize federal tax strategies in your plan.
- Local tax awareness. Confirm how they incorporate Tennessee’s high sales and property taxes into budgeting and cash flow projections.
- Migration impact. With growing local economies, ask how they adjust plans for clients who recently moved or expect to move to Tullahoma.
- Experience relevance. Inquire about their familiarity with Tennessee’s tax environment and how it shapes investment and retirement advice.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Cameron R
PFS™, Series 66
Tullahoma, TN
Beam Wealth Advisors, Inc.
Cameron Ray in Tullahoma, TN, offers expertise in retirement plans for business owners and concentrated stock management, supported by 25 years of experience and a PFS™ designation. His firm integrates tax and CPA services, providing coordinated financial and tax planning with flat-fee options, distinguishing him from others by combining investment strategies with in-house tax expertise.
Experience: 26 years
Avg account: $625,144
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April H
Series 66
Tullahoma, TN
Raymond James Financial
April Hansert offers expertise in general retirement planning and cash flow budgeting, which are crucial for managing finances in Tullahoma's tax environment. With nine years of experience and a Series 66 registration at Raymond James Financial, she provides flat-fee services through a large firm known for asset-allocation analysis and tailored investment consulting, distinguishing her from advisors with different fee structures or smaller practices.
Experience: 10 years
Avg account: $700,796
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Randall H
CFP®, ChFC®, Series 63, Series 65
Tullahoma, TN
LPL Financial
Randall Harris offers expertise in wealth management and retirement plans for business owners, with 39 years of experience and CFP® and ChFC® certifications, making him well-equipped to address financial planning in Tullahoma's tax environment. Affiliated with LPL Financial, a large firm providing diverse investment solutions, he offers flat-fee financial planning and consulting, which may appeal to clients seeking transparent fee structures and seasoned guidance.
Experience: 39 years
Avg account: $399,489
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Tanna H
CFP®, Series 66
Tullahoma, TN
Edward Jones
Tanna Heathcott offers expertise in retirement income strategy and multi-generational wealth transfer, which is valuable for clients in Tullahoma navigating federal tax considerations and local tax impacts. As a CFP®-certified advisor at Edward Jones, a large full-service firm with diverse advisory programs, she provides access to discretionary and non-discretionary strategies with an AUM fee up to 1.35%, distinguishing her from smaller or independent advisors.
Experience: 8 years
Avg account: $246,728
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Jennifer G
Series 65, Series 63
Tullahoma, TN
Kestra Private Wealth Services, LLC
Jennifer Geertz offers expertise in retirement income strategy and business owner retirement plans, making her well-suited for clients in Tullahoma navigating retirement without state income tax. Affiliated with Kestra Private Wealth Services, a large firm managing $13.45 billion, she provides flat-fee, independent advice and serves diverse clients with access to multiple advisory platforms and investment products.
Experience: 7 years
Avg account: $653,677
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