Stivers Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stivers Wealth Management provides asset-based portfolio management and financial planning to individual clients, including high-net-worth clients, using a percentage-of-assets fee model for its advisory services. The firm also offers estate planning as a separate, flat-fee service and includes basic financial planning for portfolio management clients at no additional charge.
The firm typically implements client strategies by engaging unaffiliated third-party investment managers and co-advisors (including Matson Money, Foundations Investment Advisors, and Simplicity Wealth) and documents client goals and risk tolerance in an Investment Policy Statement. Stivers Wealth monitors those relationships, conducts at least quarterly reviews, and does not take custody or exercise investment discretion over client accounts itself; sub-advisers or co-advisors handle day-to-day portfolio management where applicable.
Distinctive features include the principals’ activities as licensed insurance agents and involvement in structured-settlement consulting, for which they accept commissions — a conflict of interest the firm discloses and documents for clients. The firm also offers a fixed-fee estate planning option that uses a third‑party platform (EncorEstate Plans) with the firm paying the platform cost on the client’s behalf, and it receives referral or fee-sharing compensation from some third‑party managers, which the firm discloses to clients.
Client services
Expertise
Fee options
Estate planning services: $3,000 flat fee
1.50% annually
Main office
135 Fox Road, Suite H
Knoxville TN 37922
Advisors at this office
2
Most active in
Tennessee
Also doing business as
Stivers Wealth Management · Stivers Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Brian S
Series 63, Series 65
Knoxville, TN
Stivers Wealth Management
Brian Stivers is a financial advisor at Stivers Wealth Management in Knoxville, TN, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CoreCap Advisors and USA Financial Securities Corporation. Outside his advisory role, he is involved in the sales and service of health insurance, life insurance, and annuities. Stivers Wealth Management provides asset-based portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs third-party investment managers for portfolio management, conducts regular reviews, and offers additional estate planning services through a fixed-fee arrangement.
Justin S
CFP®, Series 63, Series 65
Knoxville, TN
Stivers Wealth Management
Justin Stivers is a CFP® professional with four years of experience, currently serving as an advisor at Stivers Wealth Management in Knoxville, TN. Prior to his work in wealth management, he operated his own law firm, The Law Offices of Justin B Stivers, for seven years. He is also a licensed insurance agent. Stivers Wealth Management provides asset-based portfolio management and financial planning primarily for individual and high-net-worth clients. The firm utilizes third-party investment managers and co-advisors for portfolio management while offering flat-fee estate planning services and basic financial planning at no additional charge for portfolio clients.
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