Blue Ridge Wealth Planners, based out of Knoxville, TN, is a prominent local investment advisory firm with a solid track record of success. With over 600 individual clients and an impressive $149,449,000 in assets under management, they have established themselves as a trusted partner in wealth planning.
With two offices, Blue Ridge Wealth Planners is well-positioned to serve a diverse range of clients in the Knoxville area. Their expertise lies in managing employer 401Ks and individual portfolios, accounting for over 80% of their assets under management. With 100% of their assets being discretionary, clients can rely on their c...
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Assets Under Mgmt
$149.45M
Investment Professionals
9
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.