BLUE RIDGE WEALTH PLANNERS
Knoxville, Tennessee
4.8
15 Reviews
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

84%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
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