TVAMP, LLC logo

TVAMP, LLC

Updated today

Client AUM

$1,165,588,099

Clients

2,516

Advisors

25

across 4 offices

About

TVAMP provides investment advisory and financial planning services to individuals (including high‑net‑worth clients) and to employer‑sponsored retirement plans, offering ongoing asset management, written financial plans, and retirement‑plan advisory services (including ERISA §3(21) and §3(38) engagements). The firm also refers clients to third‑party money managers, offers sub‑advisory relationships, and provides variable sub‑account management for approved annuity contracts.

The firm generally pursues a long‑term, asset‑allocation approach, constructing diversified portfolios primarily with mutual funds and ETFs and using model portfolios or third‑party managers when appropriate. TVAMP uses institutional program platforms (including several LPL‑sponsored programs) and may manage certain employer‑plan or other held‑away accounts through the Pontera order‑management platform, with periodic monitoring and annual client reviews.

Several features the brochure highlights are uncommon among peer team firms: TVAMP sponsors a wrap‑fee program, prepares impersonal newsletters and runs seminars/workshops, and discloses promoter/referral arrangements and the republishing of supervised persons’ educational media. The firm is also a licensed insurance agency, discloses an affiliation with TVAMP Tax and offers accounting‑liaison services—relationships the brochure notes can create conflicts that TVAMP says it manages through fiduciary obligations and supervisory oversight.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

General retirement planning Retirement income strategy Tax-loss harvesting

Occupation focus

Founder/Business Owner Retired

Demographic focus

Mid-Career Professionals Established Professionals

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Fee options

Fixed

Fixed fees for financial planning typically range from $500 to $8,000.

Percentage

$0 - $100,000: Up to 2.00% $100,001 - $300,000: Up to 1.75% $300,001 - $750,000: Up to 1.50% $750,001 - $1,500,000: Up to 1.25% $1,500,001+: Up to 1.00%

Commissions

Investment adviser representatives may earn commissions in their separate capacity as registered representatives of LPL Financial for securities and insurance sales.

Project-based

Hourly financial planning fees range from $100 to $500 per hour.

Subscriptions

Subscription fees for ongoing financial consulting may range up to $8,000 annually, billed monthly or as agreed.

Other

Account minimum: $50,000 Minimum fee: Minimum fee generally charged for financial planning and consulting services is $500. Fee-only: Financial planning services fees include hourly fees from $100 to $500 per hour, fixed fees from $500 to $8,000, and subscription fees up to $8,000 annually.

Main office

See office

6025 Brookvale Lane, Suite 160

Knoxville TN 37919

Advisors at this office

21

Most active in

Alabama · California · Colorado · Florida · Georgia · Illinois · Indiana · Iowa · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · New York · North Carolina · Ohio · South Carolina · Tennessee · Texas · Utah · Virginia · Washington

Also doing business as

Bridgeworks Divorce Financial Planning · Tennessee Valley Asset Management Partners, LLC · Tvamp · Tvamp, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Richard G

CFP®, Series 66

Knoxville, TN

TVAMP, LLC

Richard Gardner is a CFP® with six years of industry experience, currently serving as an advisor at TVAMP, LLC in Knoxville, TN. Prior to joining TVAMP, he worked at Edward Jones for four years and Home Federal Bank for nine years. He is also involved with Tennessee Valley Asset Management Partners, LLC, an independent investment advisory firm he started in 2023. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a long-term, asset-allocation strategy using diversified portfolios with mutual funds and ETFs, and offers additional services such as third-party money manager referrals, sub-advisory relationships, and retirement-plan advisory engagements.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Russell T

Series 63, Series 65

Atlanta, GA

TVAMP, LLC

Russell Thornton is a financial advisor at TVAMP, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wealthcare Capital Management, Thornton Wealth Management, and Merrill. He serves on the board of trustees of the Georgia Eye Bank and acts as Treasurer of its finance committee. TVAMP, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and to employer-sponsored retirement plans. The firm employs a long-term, asset-allocation investment approach, utilizing diversified portfolios primarily composed of mutual funds and ETFs, and offers various advisory and sub-advisory services along with educational seminars and a wrap-fee program.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Jill B

CFP®, Series 66

Haymarket, VA

TVAMP, LLC

Jill Bertke is a CFP® and holds a Series 66 license, with 23 years of industry experience. She has worked at LPL Financial since 2004 and has been with TVAMP, LLC since 2019. She previously worked at Wealthcare Advisory Partners LLC and Equitable Advisors. Bertke serves as successor trustee for family trusts. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a long-term, asset-allocation strategy using diversified portfolios primarily composed of mutual funds and ETFs, and offers services such as written financial plans, retirement-plan advisory, and sub-advisory relationships.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Dylon H

Series 63, Series 65

Knoxville, TN

TVAMP, LLC

Dylon Hibbard is a financial advisor with TVAMP, LLC in Knoxville, TN, holding Series 63 and Series 65 licenses and two years of industry experience. His background includes roles at LPL Financial LLC and Northwestern Mutual. Prior to his financial career, he served six years in the Armed Forces. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a long-term, asset allocation strategy using diversified portfolios with mutual funds and ETFs, and offers a range of services including sub-advisory relationships and variable sub-account management.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Luke B

CFA®, Series 66

Knoxville, TN

TVAMP, LLC

Luke Bowes is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He currently works at Tennessee Valley Asset Management Partners, LLC and LPL Financial, LLC, having previously been employed at Evercore Group LLC and Duke University’s Fuqua School of Business. In addition to his advisory role, Bowes provides administrative support to Tennessee Valley Asset Management Partners, LLC. TVAMP, LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a long-term, asset-allocation strategy using diversified portfolios primarily made up of mutual funds and ETFs, and offers wrap-fee programs, educational seminars, and accounting-liaison services.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Scott F

CFP®, Series 63, Series 65

Knoxville, TN

TVAMP, LLC

Scott Fisher is a CFP®-credentialed financial advisor with 27 years of industry experience. He is affiliated with TVAMP, LLC and has worked at related firms including Tennessee Brokerage Agency and LPL Financial. Fisher is involved in TVAMP Tax Planning, LLC, a tax preparation and accounting business. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a long-term, asset-allocation approach using diversified portfolios with mutual funds and ETFs, and offers additional services such as retirement-plan advisory, sub-advisory relationships, and educational seminars.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Kelli P

Series 66

Le Mars, IA

TVAMP, LLC

Kelli Palmer is a financial advisor with TVAMP, LLC, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at LPL Financial LLC, Finra, and U.S. Bancorp Investments, Inc. She is based in Le Mars, Iowa. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm typically uses a long-term, asset-allocation strategy focused on diversified portfolios constructed with mutual funds and ETFs, and offers a range of services including wrap-fee programs, educational seminars, and accounting-liaison support.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals

Thomas C

CFP®, EA

Knoxville, TN

TVAMP, LLC

InvestmentNews recognized Thomas as one of the best wealth advisors under 40 in the USA. He is a CERTIFIED FINANCIAL PLANNER® and an Enrolled Agent for the IRS. He is also an adjunct lecturer in the Finance department at the Haslam College of Business at the University of Tennessee—Knoxville. He is the director of pro bono financial planning on the Board of the Financial Planning Association of East Tennessee and a volunteer tax preparer through the IRS Volunteer Income Tax Assistance (VITA) program. He served a Christian mission for two years in Colombia, South America, and is fluent in Spanish. He currently volunteers in his church's youth program. In his free time, he enjoys an active lifestyle with his wife and two sons, playing strategy games and pickleball. He is a proud sponsor of the Tellico Village Pickleball Club.

General retirement planning Retirement income strategy General tax planning General estate planning guidance Founder/Business Owner Retired Mid-Career Professionals Established Professionals

Ryan H

CFP®, ChFC®, Series 66

Knoxville, TN

TVAMP, LLC

Ryan Hoppie is a Planning Consultant at Fidelity Investments, where he supports individuals and families in pursuing their financial goals and working toward financial freedom. He focuses on providing personalized guidance and strategies that align with clients' values and long-term objectives. Prior to his current role, Ryan gained experience as a Portfolio Implementation Specialist at The Vanguard Group, a Financial Literacy Coach at Utah Valley University, and a Client Relationship Manager at Soltis Investment Advisors. He is committed to continuous learning and staying informed about industry trends and regulatory changes. Outside of his professional work, Ryan enjoys biking, camping, family activities, parenthood, and reading.

Wealth management Cash flow / budgeting Founder/Business Owner Retired Parents
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William C

CFP®, Series 66

Knoxville, TN

TVAMP, LLC

William Cochran is a CFP® professional with eight years of industry experience, currently serving at TVAMP, LLC. His prior work includes positions at Raymond James & Associates and Regions Bank. He is based in Knoxville, TN. TVAMP provides investment advisory and financial planning services to individuals and employer-sponsored retirement plans, focusing on long-term, asset-allocation strategies using mutual funds, ETFs, and third-party managers. The firm offers a range of services, including wrap-fee programs, educational seminars, and accounting-liaison support.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Melissa M

CFP®, Series 66

Knoxville, TN

TVAMP, LLC

Melissa Mijares is a CFP®-certified financial advisor with 13 years of industry experience. She is currently affiliated with TVAMP, LLC, a team-based firm in Knoxville, TN, and has worked previously with Edward Jones, Bank of Tennessee, and LPL Financial LLC. Mijares serves as Board Secretary for the Widowed Parent Relief Project in Knoxville. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a long-term, asset-allocation approach using diversified portfolios primarily made up of mutual funds and ETFs, and offers a range of services including ERISA retirement-plan advisory and access to third-party money managers.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Michael C

Series 63

Knoxville, TN

TVAMP, LLC

Michael Conaty is a financial advisor with TVAMP, LLC in Knoxville, TN, holding a Series 63 designation and bringing 27 years of industry experience. He has worked at firms including First Horizon Advisors, Inc. and Ftb Advisors, Inc., and has been with TVAMP and affiliated entities since 2016. Outside of his advisory role, he is involved in Knox Youth Sports. TVAMP provides investment advisory and financial planning services to individuals and employer-sponsored retirement plans, emphasizing a long-term, asset-allocation approach using diversified portfolios primarily composed of mutual funds and ETFs. The firm offers ongoing asset management, retirement-plan advisory services, and access to third-party money managers through institutional platforms and unique features such as a wrap-fee program and educational workshops.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Robert E

CFP®, Series 63, Series 65

Knoxville, TN

TVAMP, LLC

Robert Eddins is a CFP® with 28 years of experience in the financial services industry. He is affiliated with TVAMP, LLC, a team-based firm in Knoxville, TN, and has also worked with Tennessee Brokerage Agency and LPL Financial, LLC. In addition to his advisory work, he is involved as a writer and editor. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm follows a long-term, asset-allocation strategy using diversified portfolios, model portfolios, and third-party managers, and offers services such as sub-advisory relationships and variable sub-account management.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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James W

Series 66

Knoxville, TN

TVAMP, LLC

James Williams III is a financial advisor with TVAMP, LLC in Knoxville, TN, holding a Series 66 license and having three years of industry experience. His work history includes roles at Tennessee Brokerage Agency, LPL Financial, and Thrivent Financial. Outside of advisory work, he has experience in transportation and washing services. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm focuses on long-term, asset-allocation strategies using diversified portfolios of mutual funds and ETFs, and offers additional services such as sub-advisory relationships, employer-plan management, and educational seminars.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
user avatar

Jeffrey F

CFP®, Series 63, Series 65

Knoxville, TN

TVAMP, LLC

Jeffrey Foster is a CFP® with 26 years of industry experience, currently serving at TVAMP, LLC in Knoxville, TN. He has worked with TVAMP since 2012 and has been affiliated with LPL Financial, LLC since 2006. Foster holds Series 63 and Series 65 licenses and has roles involving compliance and advisory responsibilities within his firm. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a long-term, asset-allocation strategy using diversified portfolios of mutual funds and ETFs, and offers services such as sub-advisory relationships and retirement-plan advisory engagements.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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