Top Rated Financial Advisors in Maryville, Tennessee

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Maryville, Tennessee is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Maryville, Tennessee with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Maryville, Tennessee near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Russ Kefauver

Kefauver Financial Planning & Wealth Management

AWMA^®, CRPC^®

Russ Kefauver, a financial fiduciary, provides financial services to clients in the Maryville, Tennessee area. Russ holds a AWMA^®, CRPC^® certification. Russ has over 18 years of experience.

Maryville, TN

Telephone Advisor

Telephone: 865-268-9585

Visit Advisor Website

kefauverfinancial.com

View Research Report

Additional Information:

Years of Experience:
18 Years

Fee Structure


• Fee-Based
• Flat Fee
• Based on Assets

Asset Requirement: $100,000

Name(s) of Custodian(s):
LPL Financial

Edelman Financial Engines, LLC

Brett Stephens, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Knoxville, Tennessee area.

Knoxville, TN

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Travis Cullman

SageSpring Wealth Partners

CFP^®, CPFA

Travis Cullman, a financial fiduciary, provides financial services to clients in the Knoxville, Tennessee area. Travis holds a CFP^®, CPFA certification. Travis has over 7 years of experience.

Knoxville, TN

Telephone Advisor

Telephone: 865-686-5202

Visit Advisor Website

https://www.sagespring.com/advisors/cullman-wealth-team/

View Research Report

Additional Information:

Years of Experience:
7 Years

Fee Structure


• Fee-Based

Asset Requirement: $100,000

Name(s) of Custodian(s):
Raymond James

Poterack Capital Advisory

Poterack Capital Advisory (PCA), a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Cashiers, North Carolina area.

Cashiers, NC

Telephone Advisor

Telephone: 704-366-5776

Visit Advisor Website

www.poterack.net

View Research Report

Additional Information:

Years of Experience:
35 Years

Fee Structure


• Fee-Only
• Hourly
• Flat Fee
• Based on Assets

Asset Requirement: $500,000

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
View More