A complete list of active advisors currently associated with Stivers Wealth Management
Warmer can help you find a great advisor at Stivers Wealth Management or one who fits your needs even better.
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.
To learn more about the advisors currently working at Stivers Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Knoxville, TN
| 33
| |
Knoxville, TN
| 4
|
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