Financial Management Advisors, Inc., based out of Tullahoma, TN, is a reputable investment advisory firm serving clients in the area. With over 460 individual clients and more than $100,400,000 in assets under management, they offer personalized financial solutions to meet their clients' unique needs. Specializing in investment management, Financial Management Advisors, Inc. caters to a diverse range of clients, including individuals, employers, and 401K funds. Despite 401K and individual accounts comprising less than 30% of their assets under management, the firm possesses the expertise to effectively handle employer funds. Notably, 60% of the assets they manage are discretionary, allowing them to make investment decisions on behalf of their clients. Their compensation structure includes various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility for clients. Financial Management Advisors, Inc. boasts a team of two dedicated professionals who provide comprehensive investment advisory services. Each investment advisor manages an average of approximately $50,200,000 in assets, aligning with the industry average. Notably, James Bratcher is one of the firm's longest-tenured registered advisors, having been with the company since 4011, showcasing his experience and commitment to serving clients. With their extensive experience, commitment to client success, and diverse range of services, Financial Management Advisors, Inc. is a trusted choice for individuals and employers seeking professional investment management solutions in Tullahoma, TN, and beyond.

Ashdon Investment Management, LLC is a small investment advisory firm based out of Tullahoma, TN, with two offices. With a total of five dedicated employees, three of them specialize in providing comprehensive investment advisory services. The firm boasts an impressive average of approximately $110,330,000 in assets under management per investment advisor, which aligns closely with the industry average. Ashdon Investment Management, LLC offers a diverse compensation structure, including a percentage of assets under management and fixed fees. Notably, they exercise discretionary control over 7% of the assets they manage, reflecting their expertise and trustworthiness. Primarily catering to high-net-worth individuals, the firm manages a substantial portfolio of assets. With over 40 individual clients, they oversee an impressive sum of over $330,978,000 in assets under management. This reflects the confidence placed in their services by discerning investors. Among the firm's accomplished staff, David Pruitt and Jennifer English stand out as the longest-tenured registered advisors. Their experience and expertise contribute to the firm's reputation for delivering reliable investment advice and personalized service. Ashdon Investment Management, LLC exemplifies dedication to their clients' financial success and growth. By combining a team of skilled professionals, a solid compensation structure, and a focus on high-net-worth individuals, they strive to provide exceptional investment management services in Tullahoma, TN, and beyond.

Mccay Wealth Advisory LLC is a small investment advisory firm based out of Manchester, TN, offering comprehensive wealth management services. With a total of 7 employees, including 2 dedicated investment advisors, the firm possesses a wealth of knowledge and experience in managing assets for both individual and employer 401K clients. The firm's advisors, such as Hayden Proffitt, Emily Mccay, and Brent Mccay, bring extensive expertise to the table, ensuring that clients receive personalized and informed guidance. Mccay Wealth Advisory LLC prides itself on its impressive track record, managing over $247,508,000 in assets under management. Their average assets under management per investment advisor reach an impressive $32,690,000, demonstrating their ability to handle significant portfolios. The firm's compensation structure is flexible, encompassing various types, including a percentage of assets under management, fixed fees, and hourly charges, providing clients with options tailored to their needs. The firm maintains a client-centric approach, prioritizing the financial well-being and goals of their more than 400 individual clients. With a commitment to excellence, Mccay Wealth Advisory LLC ensures that 99% of the assets they manage are under discretionary management, allowing for proactive decision-making and streamlined portfolio adjustments. With offices in Manchester, TN, Mccay Wealth Advisory LLC serves clients locally and beyond. Their expertise in employer 401Ks and individual wealth management sets them apart, enabling them to provide effective solutions and strategies for clients' financial needs. Whether it's retirement planning, investment management, or estate planning, the dedicated team at Mccay Wealth Advisory LLC is well-equipped to guide clients towards achieving their financial objectives.

Eudaimonia Advisors LLC, a local investment advisory firm headquartered in Winchester, TN, is dedicated to providing exceptional financial guidance and management to its clients. With over 590 individual clients and an impressive $293,078,000 in assets under management, they have established a strong reputation in the industry. Their expertise lies in handling employer 401Ks and individual investments, representing approximately half of their assets under management. Eudaimonia Advisors LLC boasts a team with extensive experience in this area, ensuring their clients receive expert advice tailored to their unique financial goals. With six offices strategically located, Eudaimonia Advisors LLC ensures accessibility and convenience for their clients. Their team of 15 employees includes six dedicated investment advisors who deliver personalized solutions and strive to exceed client expectations. Eudaimonia Advisors LLC offers a flexible compensation structure that includes a percentage of assets under management, hourly charges, and fixed fees. This variety of options allows clients to choose the arrangement that best aligns with their needs and preferences. Furthermore, Eudaimonia Advisors LLC takes pride in its investment advisory services being entirely discretionary. This means that clients can rely on their team's expertise and decision-making capabilities to manage their assets without constant approval or involvement. The firm's success is also attributed to the dedication and longevity of key advisors such as James Fife, Anna Schoor, and Jeannan Brewer, who have been instrumental in the firm's growth and client satisfaction. Overall, Eudaimonia Advisors LLC sets itself apart through its client-centric approach, extensive industry knowledge, and commitment to helping individuals achieve their financial aspirations.

Eudaimonia Partners, LLC, a prominent local investment advisory firm headquartered in Winchester, TN, is committed to providing comprehensive financial solutions to its diverse client base. With a total of 33 skilled professionals, including 20 experienced investment advisors, the company offers expert guidance and personalized services. Eudaimonia Partners manages an impressive $784,583,000 in assets under management (AUM) for over 1,440 individual clients. Their robust compensation structure encompasses various types, such as a percentage of AUM and performance-based fees, ensuring alignment with client goals and incentivizing superior performance. Notably, Eudaimonia Partners has established a solid reputation in managing employer 401Ks and individual assets, which collectively constitute approximately half of their AUM. Their extensive experience in this area has contributed to their exceptional understanding of the unique needs and challenges faced by clients in the retirement planning space. With 16 conveniently located offices, Eudaimonia Partners maintains a strong local presence, fostering close relationships with their clients and enabling them to deliver personalized, responsive service. The firm takes pride in its team of dedicated professionals, including long-tenured advisors like Keith Spelmon, Seth Waltman, and John Goodson, who bring a wealth of experience and expertise to the table. Eudaimonia Partners, LLC strives to provide comprehensive financial planning, wealth management, and investment advisory services to help their clients achieve their financial goals and attain a state of lasting prosperity and fulfillment.

Lifecourse Capital, Inc. is a small investment advisory firm based out of Madison, AL, offering comprehensive financial services to individuals and employers. With its main office in Madison, Lifecourse Capital, Inc. operates with a team of four dedicated professionals, three of whom specialize in providing investment advisory services. Backed by their extensive expertise, Lifecourse Capital, Inc. manages an impressive average of approximately $36,440,000 in assets per investment advisor. The firm's compensation structure encompasses various types, such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexible options to suit clients' needs. Focusing on managing employer 401K plans and individual portfolios, Lifecourse Capital, Inc. oversees over 80% of its assets under management from these sources. With a reputation for excellence in 401K plan management, the firm is well-equipped to guide both employers and employees towards optimal financial outcomes. Notably, all the assets Lifecourse Capital, Inc. manages are discretionary, ensuring full control and strategic decision-making for the benefit of their clients. In addition to investment advisory services, Lifecourse Capital, Inc. offers a range of valuable financial solutions. This includes acting as a registered representative of a broker-dealer, as well as serving as an insurance broker or agent. The firm boasts an extensive client base, serving more than 390 individuals with over $109,309,000 in assets under management. Lifecourse Capital, Inc. takes pride in its team's longevity, with advisors like Allen Sandlin, Stephen Williams, and David Williams providing invaluable experience and knowledge to the firm's operations.

Oak Tree Financial Services, LLC is a reputable and experienced investment advisory firm based out of Huntsville, Alabama. With a team of four dedicated professionals, they specialize in providing comprehensive investment advisory services to individuals and employer 401Ks. Each investment advisor at Oak Tree Financial Services, LLC manages an average of $21,910,000 in assets under management, showcasing their expertise in handling substantial portfolios. They offer a variety of compensation structures, including a percentage of assets under management and performance-based fees, ensuring their interests are aligned with their clients' success. With over 240 individual clients and a remarkable $111,916,000 in assets under management, Oak Tree Financial Services, LLC has established itself as a trusted partner for wealth management. Their strong presence in the employer 401K sector highlights their deep knowledge and experience in this area. The firm's investment approach is characterized by their discretion over 100% of the assets they manage, providing clients with peace of mind and confidence in their financial decisions. Oak Tree Financial Services, LLC takes pride in their personalized approach to investment advisory, tailoring strategies to individual client goals and risk tolerances. Located in Huntsville, Alabama, Oak Tree Financial Services, LLC operates from a single office, fostering close relationships with their clients and maintaining a client-centric focus. The firm boasts a team of seasoned advisors, including Jonathan Hornsby, Richard Gregory, and Ronnie Moody, who have contributed significantly to its long-standing success. Overall, Oak Tree Financial Services, LLC is a small yet formidable investment advisory firm that offers tailored solutions, deep industry expertise, and a commitment to helping clients achieve their financial goals.

Templeton & Phillips Capital Management, LLC, headquartered in Lookout Mountain, TN, is a reputable investment advisory firm operating with a dedicated team of professionals. With a single office, they are focused on providing expert financial guidance to individuals and businesses. Templeton & Phillips Capital Management, LLC boasts a team of three highly skilled employees, two of whom specialize in offering personalized investment advisory services. Drawing upon their extensive industry knowledge, Templeton & Phillips Capital Management, LLC manages an impressive average of approximately $88,860,000 in assets under management per investment advisor. This figure aligns with the industry average and showcases their competence in overseeing substantial portfolios. The firm adopts a comprehensive compensation structure that encompasses various models, including a percentage of assets under management and performance-based fees. By employing these multiple compensation approaches, Templeton & Phillips Capital Management, LLC ensures their interests are aligned with their clients, striving for optimal performance and delivering tangible results. Impressively, a significant 79% of the assets managed by Templeton & Phillips Capital Management, LLC are handled on a discretionary basis. This demonstrates the trust clients place in their expertise and their ability to make informed investment decisions on their behalf. As a testament to their success, Templeton & Phillips Capital Management, LLC proudly serves a diverse base of individual clients, exceeding zero, with a total of over $177,714,000 in assets under management. With their client-centric approach and commitment to achieving financial growth, Templeton & Phillips Capital Management, LLC continues to solidify its position as a leading investment advisory firm in the industry.

Apex Strategic Wealth, LLC is a leading investment advisory firm based out of Chattanooga, TN. With over 520 individual clients and an impressive $146,220,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The firm operates from a single office location and offers a range of services, including insurance brokering and agent assistance. Distinguishing themselves in the market, Apex Strategic Wealth has gained extensive experience in managing employer 401Ks and individual assets, comprising approximately half of their total assets under management. The firm prides itself on their discretionary management approach, ensuring that 100% of the assets they oversee are handled with expert care and strategic decision-making. Apex Strategic Wealth's compensation structure is designed to cater to the diverse needs of their clients. They offer multiple options, such as a percentage-based fee structure, hourly charges, and fixed fees, allowing clients to choose the arrangement that best aligns with their financial goals. With a team of eight dedicated employees, including six experienced investment advisors, Apex Strategic Wealth delivers personalized and comprehensive advisory services. Each investment advisor manages an average of $24,370,000 in assets, reflecting the firm's commitment to providing individualized attention and tailored strategies to their clients. Notably, Apex Strategic Wealth boasts a roster of highly tenured advisors. Key members of the firm, such as Christopher Taylor, Josiah Mcdaniel, and John Garmany, have been instrumental in the firm's success and have earned a reputation for their expertise and client satisfaction. Apex Strategic Wealth, LLC continues to thrive as a local powerhouse in the investment advisory landscape, ensuring their clients' financial well-being and helping them navigate the complexities of wealth management.

Innovative Advisory Partners, LLC is a highly reputable investment advisory firm based in Hixson, TN. With a team of eight dedicated professionals, including six experienced investment advisors, they provide exceptional financial guidance to a diverse clientele. The firm boasts an impressive average of approximately $2,400,000 in assets under management per investment advisor, reflecting their expertise in managing substantial portfolios. With over 230 individual clients and an impressive $170,000,000 in assets under management, Innovative Advisory Partners, LLC has built a strong foundation of trust and reliability within the industry. While their primary focus lies in serving high-net-worth individuals, they also possess the capability to effectively manage employer funds, offering comprehensive financial solutions to meet varying needs. Innovative Advisory Partners, LLC adopts a flexible compensation structure, which includes a percentage of assets under management. This model aligns their interests with their clients, ensuring a personalized approach and a commitment to achieving optimal results. With a sole office in Hixson, TN, Innovative Advisory Partners, LLC has established deep roots within the local community. Joe Franklin and Samuel Payne, two of the firm's longest-tenured registered advisors, exemplify the company's dedication to expertise and continuity. Their unwavering commitment to providing innovative investment strategies and exceptional client service sets them apart in the industry. Innovative Advisory Partners, LLC is known for its discretionary management style, ensuring clients' assets are expertly handled with full trust and confidence. As a leading local investment advisory firm, they continue to empower their clients to make informed financial decisions, navigate the complexities of the market, and achieve their long-term goals.

Tyner Capital Management Investment Counsel, Inc. is a small investment advisory firm headquartered in Signal Mountain, TN, with two offices. With over a decade of experience, the firm is led by Paul Tyner, one of the longest tenured registered advisors, who has been with the company since 2012. The firm currently has a total of two employees, with one dedicated to providing investment advisory services. Tyner Capital Management Investment Counsel, Inc. manages a substantial portfolio of assets, averaging approximately $76,680,000 per investment advisor, which falls within the industry average. The firm's compensation structure is diverse and includes various types such as a percentage of assets under management, hourly charges, and fixed fees. Catering primarily to high net worth individuals, Tyner Capital Management Investment Counsel, Inc. boasts over 30 individual clients, with a total of over $187,991,000 in assets under management. While the majority of their managed assets serve high net worth individuals, they also possess the capability to oversee employer funds, although 401K and individual accounts comprise less than 30% of their total assets under management. As a discretionary investment advisory firm, Tyner Capital Management Investment Counsel, Inc. has full authority to make investment decisions on behalf of their clients. With their extensive industry experience and personalized approach, the firm strives to deliver tailored investment strategies and comprehensive financial guidance to help clients achieve their long-term financial goals.