TVAMP, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for financial planning typically range from $500 to $8,000.
$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%
Investment adviser representatives may earn commissions in their separate capacity as registered representatives of LPL Financial for securities and insurance sales.
Hourly financial planning fees range from $100 to $500 per hour.
Subscription fees for ongoing financial consulting may range up to $8,000 annually, billed monthly or as agreed.
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 office6025 Brookvale Lane, Suite 160
Knoxville TN 37919
Advisors at this office
21
Offices (4)
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Quick links
Advisors at this firm
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