On the lookout for financial advisors in Chattanooga? Benzinga puts your search to rest. We’ve compiled a list of top financial advisors in the city so that you can choose a firm that suits you best. Find the right advisor for you today.
Best Financial Advisors in Chattanooga, Tennessee Near You:
- Best for Retirement Planning: ProNvest, Inc.
- Best Robo-Advisor: M1 Finance
- Best for Cutting Edge Tools: Stone Bridge Asset Management, LLC
- Best for Range of Wealth Management Services: HHM Wealth Advisors, LLC
- Best Portfolio Analysis: Personal Capital
- Best for Business Owners and Retirees: Bridge Financial Planning, LLC
- Best for Disciplined Approach: Capital Square, LLC
Best for Retirement Planning: ProNvest, Inc.
ProNvest is an independent advisory firm headquartered in Chattanooga. The firm helps you determine retirement goals and establish an investment strategy suited to your needs.
ProNvest’s investment guidance, advice and account management services are designed to meet your unique retirement planning needs. The firm not only helps you define your retirement plan but also offers you free access to the value-added services of education, guidance and its team of retirement counselors.
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Pension consulting services
- Selection of other advisers (including private fund managers)
Address
1110 MARKET STREET SUITE 402CHATTANOOGA TN, 37402
Phone number
423-648-1876
- Customizable Auto Investing
Best Robo-Advisor: M1 Finance
M1 Finance is a terrific money management platform. It offers a DIY approach to performing your primary financial activities such as spending, investing and even borrowing money.
You can make direct deposits, transfer money and spend with a debit card. It also lets you build a custom portfolio, own fractional shares and automate your investment schedule. If you want to borrow money, you can do so up to 35% of your portfolio’s value.
The upgraded account, M1 Plus, is available for $125 per year. You can receive additional benefits like 1% cash back on qualifying debit card purchases and 1% annual percentage yield (APY) checking.
Best for Cutting Edge Tools: Stone Bridge Asset Management, LLC
Stone Bridge Asset Management is a registered investment advisory firm providing investment management, consulting and planning services. The firm primarily serves individuals, businesses and foundations on a fee-only basis.
The firm specializes in offering cutting edge tools like Riskalyze. This tool identifies your acceptable levels of risk and reward, making sure your portfolio aligns with your investment goals and expectations.
Stone Bridge gives you a personal financial website to view all your finances with interactive charts and detailed views. It also lets you view your account information instantly using the app on your phone.
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- SUB-ADVISORY SERVICES
Address
240 FOREST AVENUE SUITE 101CHATTANOOGA TN, 37405
Phone number
423-605-4645
Best for Range of Wealth Management Services: HHM Wealth Advisors, LLC
HHM Wealth Advisors is an investment advisory firm located in Chattanooga. The firm provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations and other business entities.
The firm offers a comprehensive range of customized wealth management services, including:
- Financial planning and consulting
- Investment management
- Retirement and life planning
- Everplans
- Transition planning and business succession
- Estate and family planning
- Tax minimization strategies
- Retirement plan/401(k) consulting
- Nonprofit portfolio management
- Insurance services
- High Net Worth Individuals
Best Portfolio Analysis: Personal Capital
Personal Capital is a 2-in-1 digital money management service that lets you link all your accounts and tracks your spending pattern. It gives you access to free investment management tools so that you can view your net worth, plan for education, analyze your holdings and more.
If you want a dedicated advisor, you can opt for managed services. You can get tax optimization strategies and a solid plan to help you meet your long- and short-term goals. To qualify for managed services you must have a minimum account balance of $100,000.
Best for Business Owners and Retirees: Bridge Financial Planning, LLC
Bridge Financial Planning is a fee-only financial planning firm. This means that it doesn’t accept commissions, kickbacks or referral fees from others. The firm primarily serves business owners, professionals and those nearing or in retirement.
The firm uses some of the latest technologies to work with clients all over the country. Using the latest security features, the firm allows you to meet virtually and share data.
Bridge Financial Planning has 2 financial advisors — both women with certified financial planner (CFP®) certifications. CFP is the highest level of certification for financial planners. The certification includes a rigorous exam and several other requirements.
Best for Disciplined Approach: Capital Square, LLC
Capital Square is a fee-only fiduciary firm headquartered in Chattanooga. The firm also has offices in Gainesville, Georgia; Little Rock, Arkansas; Waco, Texas and Fairhope, Alabama. Capital Square offers multiple services such as 401(k) solutions, education planning, retirement planning, portfolio management, estate and trust planning.
The firm adopts a disciplined approach to investing. It understands where you are in your financial life cycle and builds a customized investment portfolio to provide appropriate risk, sufficient income and growth.
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Educational seminars/workshops
Address
633 CHESTNUT ST SUITE 1550 REPUBLIC CENTERCHATTANOOGA TN, 37450
Phone number
423-877-6708
Frequently Asked Questions
Can financial advisors help me eliminate debt?
Absolutely. Financial advisors specialize in helping you tackle difficult situations like debt. After you disclose relevant details, they will recommend a plan that may involve budgeting, tax optimization and much more.
How can I research the background of my financial advisor?
You can look up a financial advisor on the U.S. Securities and Exchange Commission (SEC) Advisor Public Disclosure website. Enter the name of your financial advisor or firm to find out all the information you need.
Do financial advisors check your credit?
No, financial advisors typically don’t check your credit unless it is necessary.
Find a Financial Advisor in Chattanooga
There are several great financial advisors that you can choose from in Chattanooga. It’s always best to consult at least 3 advisors so that you can compare and figure out which firm suits you best. Make sure your financial advisory firm is a fiduciary — putting your best interests first without a hidden agenda for commissions or incentives.
Methodology
To determine the top financial advisors in Chattanooga, Tennessee, we pored through all SEC-registered advisory firms who have an office in Chattanooga. To winnow down the list we only included advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offer both investment management and planning, have no conflicts of interest, have a wrap fee program and have over $50 million in assets under management.