Best Financial Advisors in Chattanooga, Tennessee

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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 Mobile App: Betterment
  • 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.

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PRONVEST, INC.

PRONVEST, INC.

$927,150,389
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
No minimum
N/A
24,281
Yes
95
6
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Address

1110 MARKET STREET SUITE 402 CHATTANOOGA TN, 37402

Phone number

423-648-1876

Best For
Customizable Robo Investing
Disclosure Your free trial (a $31.25 value) begins the date you enroll in the M1 Plus subscription, and ends 90 days after (“Free Trial”). Upon expiry of the Free Trial, your account is automatically billed an annual subscription fee of $125 unless you cancel under your Membership details in the M1 platform.

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.

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STONE BRIDGE ASSET MANAGEMENT, LLC

STONE BRIDGE ASSET MANAGEMENT, LLC

$34,190,100
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
$10,000
4
N/A
No
12
2
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • SUB-ADVISORY SERVICES
Address

240 FOREST AVENUE SUITE 101 CHATTANOOGA TN, 37405

Phone number

423-605-4645

Pricing
0.25% annual fee
Account Minimum
$0

Best Mobile App: Betterment

Betterment lets you seamlessly link your investment goals, bank accounts and income sources. The app makes it easy to track your finances and goals.

Betterment recommends a portfolio that suits your investment goal and time horizon. It designs a diversified investment portfolio built on Nobel Prize-winning research to help you earn better returns.

You have 2 options — Betterment Digital and Betterment Premium. There’s no minimum account balance for Betterment Digital. There is an annual fee of 0.25% accounts under management (AUM). 

Betterment Premium comes with a $100,000 account minimum and a 0.40% AUM fee. You also get in-depth advice on investments outside of Betterment and unlimited access to certified financial planner (CFP®) professionals.

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

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HHM WEALTH ADVISORS, LLC

HHM WEALTH ADVISORS, LLC

$419,645,752
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
$250,000
7
548
Yes
88
6
  • Financial planning services
  • Pension consulting services
Address

1200 MARKET STREET CHATTANOOGA TN, 37402

Phone number

423-826-1670

Pricing
Fees range based on deposit amount and services used
Account Minimum
$100,000

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.

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BRIDGE FINANCIAL PLANNING, LLC

BRIDGE FINANCIAL PLANNING, LLC

$15,611,680
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
No minimum
2
N/A
No
48
2
  • Financial planning services
Address

633 CHESTNUT STREET SUITE 640 CHATTANOOGA TN, 37450

Phone number

423-713-7820

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. 

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CAPITAL SQUARE, LLC

CAPITAL SQUARE, LLC

$235,159,450
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
No minimum
3
487
Yes
79
6
  • Financial planning services
  • Educational seminars/workshops
Address

633 CHESTNUT ST SUITE 1550 REPUBLIC CENTER CHATTANOOGA TN, 37450

Phone number

423-877-6708

Frequently Asked Questions

Q

Can financial advisors help me eliminate debt?

1
Can financial advisors help me eliminate debt?
asked
A
1

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.

answered
Q

How can I research the background of my financial advisor?

1
How can I research the background of my financial advisor?
asked
A
1

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.

answered
Q

Do financial advisors check your credit?

1
Do financial advisors check your credit?
asked
A
1

No, financial advisors typically don’t check your credit unless it is necessary.

answered

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.