Find a CFP® Professional

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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Contact

Guardian Life Insurance
(901) 692-5100 x201

6363 Poplar Ave Ste 220
Memphis, TN 38119-4879
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(901) 692-5100

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact

Strategic Financial Partners
(901) 260-6433

795 Ridge Lake Blvd.
Suite 200
Memphis, TN 38120-9475
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(901) 260-6433

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Social Security Planning, Special Needs Planning

Contact

Ameriprise Financial
(865) 357-5000 x204

1111 Northshore Drive
Suite P-295
Knoxville, TN 37919-4004
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(865) 357-5000

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Investment Management, Investment Planning, Retirement Planning, Wealth Management

Contact

Fish and Associates Financial Services
(901) 767-0668 x1

699 Oakleaf Office Ln Ste 105
Memphis, TN 38117-4824
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(901) 767-0668

699 Oakleaf Office Ln Ste 105
Memphis, TN 38117-4824
View on Map

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care

Contact

William Howard & Co Financial Advisors, Inc.
(901) 761-5068

6410 Poplar Ave Ste 330
International Place II
Memphis, TN 38119-4839
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(901) 761-5068

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact

P3 Retirement Advisors, LLC
(901) 209-4015

6373 N Quail Hollow Rd Ste 102
Memphis, TN 38120-1405
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(901) 209-4015

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Retirement Income Management

Contact

Raymond James Financial Servic
(615) 861-6101

720 Cool Springs Blvd Ste 100
Franklin, TN 37067-6217
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(615) 861-6101

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact

Ameriprise Financial
(901) 312-7834

5100 Poplar Ave Ste 2700
Memphis, TN 38137-2700
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(901) 312-7834

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Estate Planning, General Financial Planning, Investment Management, Retirement Planning, Wealth Management

Contact

Raymond James Financial Services
(615) 443-6531

623 West Main Street
Lebanon, TN 37087-3404
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(615) 443-6531

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, Budget Development, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning

Contact

Ameriprise Financial, Inc.
(901) 312-5087

138 Timber Creek Dr
Cordova, TN 38018-4234
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(901) 312-5087

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Asset Allocation, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Planning

Contact

Legacy Firms (The LeBlanc Financial Alliance of Companies)
(865) 862-3524 x115

308 N Peters Rd Ste 100
Knoxville, TN 37922-2327
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(865) 862-3524

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Planning

Contact

Ameriprise Financial
(423) 648-4400

1210 Premier Dr
Ste 100
Chattanooga, TN 37421-3747
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(423) 648-4400

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact

William A. Wiley III, CFP
(423) 282-6856

521 Ravenwood Dr.
Johnson City, TN 37604-2442
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(423) 612-1119

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Investment Management, Investment Planning, Planning for Couples, Retirement Planning

Contact

Edward Jones
(423) 929-9093

135 Marketplace Dr Ste 107
Johnson City, TN 37604-8933
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(423) 929-9093

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Investment Planning, Retirement Income Management, Retirement Planning

Contact

Wilson Financial Group, LLC
(615) 210-2202

5409 Maryland Way Ste 110
Brentwood, TN 37027-1083
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(615) 301-5050

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Retirement Planning

Contact

Wells Fargo Advisors
(615) 372-1140

10 Cadillac Dr Ste 300
Brentwood, TN 37027-5078
View on Map
(615) 372-1140

Compensation Method: Fee Only
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Estate Planning, General Financial Planning, Investment Management, Retirement Planning, Socially Responsible Investments, Wealth Management, Women's Finances

Contact

Wiatr and Associates, LLC
(608) 385-1144

54 Music Sq E Ste 350
Nashville, TN 37203-4388
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Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Asset Allocation, Budget Development, Debt Management, General Financial Planning, Insurance Planning, Investment Planning

Contact

Barrios Financial Services
(901) 854-6670

185 N. Main Street
Suite 101
Collierville, TN 38017-2643
View on Map
(901) 850-2127

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Contact

Thoroughbred Financial Service
(615) 371-0001 x8129

5110 Maryland Way
Suite 300
Brentwood, TN 37027-7508
View on Map
(615) 371-0001

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact

(615) 866-0589

PO Box 2748
Brentwood, TN 37024-2748
View on Map
(615) 866-0589

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

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