TVAMP, LLC logo

TVAMP, LLC

Updated today

Client assets under management

$1,165,588,099

Clients

2,516

14% high-net-worth

Advisors

22

of 38 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

114

Very High

Average account size

$463,270

About

TVAMP serves individual clients—including high‑net‑worth and non‑HNW households—as well as employer‑sponsored retirement plans and other entities, managing roughly $1.185 billion in client assets for about 2,500 client relationships with a team of 23 advisors. Its offerings include discretionary and non‑discretionary asset management, financial planning and consulting, retirement plan advisory services (ERISA §3(21) and §3(38)), referrals to third‑party money managers, and participation in several LPL‑sponsored advisory programs.

The firm’s investment approach emphasizes fundamental analysis and strategic asset allocation, typically constructing diversified portfolios using mutual funds and ETFs, supplemented by individual securities or model portfolios where appropriate. TVAMP provides ongoing monitoring and may trade on a discretionary basis, offers variable‑annuity sub‑account management, and discloses limited indirect exposure to digital‑asset benchmarks through publicly traded ETFs.

Noteworthy operational features disclosed in the brochure include the production of impersonal newsletters and the provision of seminars and workshops, along with permitted use and republication of representatives’ social‑media and video content for marketing purposes. TVAMP is also licensed as an insurance agency in multiple states and is affiliated with TVAMP Tax; it offers optional Accounting Liaison Services and discloses that representatives may sell insurance products or receive referral and platform‑related compensation, with those conflicts addressed in its disclosures.

Client services

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

Expertise

Divorce financial planning

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Fee options

Fixed

Fixed fees for financial planning range from $500 to $8,000 depending on complexity.

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

Representatives may be registered representatives of LPL Financial and receive commissions for insurance and brokerage products.

Project-based

Up to $500 per hour for financial planning services.

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 and consulting services offered on hourly basis up to $500 per hour, fixed fees from $500 to $8,000, annual planning fees up to 2.00% of assets under advisement, and subscription fees up to $8,000 annually.

Main office location

TVAMP, LLC

6025 Brookvale Lane, Suite 160

Knoxville TN 37919, United States

Number of offices

29

Most active in

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

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 financial advisor at TVAMP, LLC in Knoxville, TN, holding a Series 66 designation with six years of industry experience. His prior work includes roles at Edward Jones and Home Federal Bank. Gardner provides investment advisory services through Tennessee Valley Asset Management Partners, an independent firm he started in 2023. TVAMP, LLC is an SEC-registered multi-advisor firm offering asset management, financial planning, and consulting services to individuals, entities, and retirement plans. The firm employs a diversified investment approach using mutual funds and ETFs, with both discretionary and non-discretionary options tailored to client objectives.

Divorce financial planning
user avatar

Jill B

CFP®, Series 66

Knoxville, TN

TVAMP, LLC

Jill Bertke is a CFP® with 22 years of industry experience, currently serving at Tennessee Valley Asset Management Partners LLC since 2019. She previously worked at Wealthcare Advisory Partners LLC and has been affiliated with LPL Financial, LLC since 2004. Bertke also holds the Series 66 designation. TVAMP, LLC is a multi-advisor firm providing asset management, financial planning, and consulting services to individuals, entities, and retirement plans. The firm employs a diversified investment approach using mutual funds and ETFs, combining fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary services tailored to client objectives.

Divorce financial planning
user avatar

Dylon H

Series 63, Series 65

Knoxville, TN

TVAMP, LLC

Dylon Hibbard is a financial advisor at TVAMP, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC and Northwestern Mutual. Prior to his financial career, he served six years in the Armed Forces. TVAMP, LLC is an SEC-registered multi-advisor firm that provides asset management, financial planning, and consulting services to individuals, entities, and retirement plans. The firm employs diversified investment strategies using mutual funds and ETFs and offers both discretionary and non-discretionary services tailored to client objectives.

Divorce financial planning
user avatar

Luke B

CFA®, Series 66

Knoxville, TN

TVAMP, LLC

Luke Bowes is a CFA® charterholder with 11 years of industry experience. He is currently affiliated with TVAMP, LLC and LPL Financial, LLC, and has held prior roles at Evercore Group LLC and Duke University’s Fuqua School of Business. Bowes provides administrative support to Tennessee Valley Asset Management Partners, LLC. TVAMP, LLC is a multi-advisor firm offering asset management, financial planning, and consulting services to individuals, entities, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to build diversified portfolios tailored to client objectives, providing both discretionary and non-discretionary services.

Divorce financial planning
user avatar

Scott F

CFP®, Series 63, Series 65

Knoxville, TN

TVAMP, LLC

Scott Fisher is a CFP® professional with 26 years of experience in financial advising. He has worked at Tennessee Valley Asset Management Partners, LLC since 2012 and has been affiliated with LPL Financial LLC since 2006. He is a member of TVAMP, LLC, an SEC-registered multi-advisor firm that provides asset management, financial planning, and consulting services for individuals, entities, and retirement plans. The firm employs a diversified investment approach using mutual funds and ETFs, combining fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary services tailored to client objectives.

Divorce financial planning

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

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 Parents
user avatar

William C

Series 66

Knoxville, TN

TVAMP, LLC

William Cochran is a financial advisor with TVAMP, LLC in Knoxville, TN, holding a Series 66 designation and eight years of industry experience. He previously worked at Raymond James & Associates and Regions Bank before joining LPL Financial and Tennessee Valley Asset Management Partners in 2020. TVAMP, LLC is an SEC-registered multi-advisor firm that provides asset management, financial planning, and consulting services to individuals, entities, and retirement plans. The firm employs a diversified investment approach using mutual funds and ETFs, combining fundamental, technical, and cyclical analysis, while offering both discretionary and non-discretionary services tailored to client objectives.

Divorce financial planning
user avatar

Melissa M

Series 66

Knoxville, TN

TVAMP, LLC

Melissa Mijares is a financial advisor with TVAMP, LLC in Knoxville, TN, holding a Series 66 designation and 12 years of industry experience. She previously worked at Edward Jones, Bank of Tennessee, and LPL Financial LLC. Mijares serves as board secretary for the Widowed Parent Relief Project in Knoxville. TVAMP, LLC is an SEC-registered multi-advisor firm that provides asset management, financial planning, and consulting services to individuals, entities, and retirement plans. The firm employs a diversified investment approach using mutual funds and ETFs, blending fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary services tailored to client objectives.

Divorce financial planning
user avatar

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 27 years of industry experience. He has worked at Tennessee Valley Asset Management Partners, LPL Financial LLC, Ftb Advisors, Inc., and First Tennessee Brokerage. Outside of his advisory work, he is involved with Knox Youth Sports. TVAMP, LLC is a multi-advisor firm offering asset management, financial planning, and consulting services to individuals, entities, and retirement plans. The firm employs diversified portfolios using mutual funds and ETFs, combining fundamental, technical, and cyclical analysis, and provides both discretionary and non-discretionary services tailored to client objectives.

Divorce financial planning
user avatar

Robert E

CFP®, Series 63, Series 65

Knoxville, TN

TVAMP, LLC

Robert Eddins is a CFP® professional with 27 years of industry experience. He is currently with Tennessee Valley Asset Management Partners, LLC and LPL Financial, LLC, where he has worked since 2016. Prior to that, he was with FTB Advisors, Inc. and First Tennessee. Eddins is also engaged in writing and editing activities outside of his advisory work. TVAMP, LLC is a multi-advisor SEC-registered firm that provides asset management, financial planning, and consulting services to individuals, entities, and retirement plans. The firm utilizes diversified portfolios with mutual funds and ETFs, applying fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary services tailored to client objectives.

Divorce financial planning
user avatar

James W

Series 66

Knoxville, TN

TVAMP, LLC

James Williams is a financial advisor at TVAMP, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Thrivent Financial, and Thrivent Investment Management. Outside of his advisory role, he has experience in transportation and university settings. TVAMP, LLC is an SEC-registered multi-advisor firm that provides asset management, financial planning, and consulting services to individuals, entities, and retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis to build diversified portfolios tailored to client objectives and offers both discretionary and non-discretionary investment services.

Divorce financial planning
user avatar

Jeffrey F

CFP®, Series 63, Series 65

Knoxville, TN

TVAMP, LLC

Jeffrey Foster is a CERTIFIED FINANCIAL PLANNER™ professional with 25 years of industry experience. He is affiliated with LPL Financial and has also served as Chief Compliance Officer and Investment Adviser Representative at Tennessee Valley Asset Management Partners, LLC since 2012. Foster’s background includes extensive work with both firms, focusing on investment advisory and compliance roles. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Divorce financial planning
user avatar

Joshua S

CFP®, Series 63, Series 66

Knoxville, TN

TVAMP, LLC

Joshua Stidham is a CFP® professional with eight years of experience in the financial services industry. He currently serves at TVAMP, LLC and LPL Financial LLC, having previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. Outside of his advisory roles, he has experience in the U.S. Army and brief tenure in other industries including Lost Coffee and DeRoyal Industries. TVAMP, LLC is an SEC-registered multi-advisor firm that provides asset management, financial planning, and consulting services to individuals, entities, and retirement plans. The firm employs a diversified investment approach using mutual funds and ETFs, combining fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary services tailored to client objectives.

Divorce financial planning
user avatar

Benjamin G

CFP®, Series 63, Series 65

Knoxville, TN

TVAMP, LLC

Benjamin Gleneck is a CFP® professional with six years of industry experience, currently serving as an advisor at TVAMP, LLC in Knoxville, TN. His prior experience includes roles at Duncan Williams Asset Management and First Horizon Advisors. TVAMP, LLC is an SEC-registered multi-advisor firm that offers asset management, financial planning, and consulting services to individuals, entities, and retirement plans. The firm employs a diversified investment approach using mutual funds and ETFs, combining fundamental, technical, and cyclical analysis, and provides both discretionary and non-discretionary services tailored to client objectives.

Divorce financial planning
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