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Financial advisors · Tennessee

Fee-only financial advisors in Chattanooga, TN

From SEC and state Form ADV filingsUpdated 2026-11-07

24 fee-only investment advisers have offices in Chattanooga, Tennessee, according to their Form ADV filings with the SEC and state regulators. 20 offer hourly or flat-fee arrangements, 3 charge only a percentage of the assets they manage, and 19 provide financial planning. 15 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 2 firms report disciplinary history and are listed last.

Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.

Showing 24 of 24

HHM Wealth Advisors, LLC

1181 King Street, Chattanooga, TN 37403 · (423) 826-1670

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$1.5B
Individual clients
1,180
Advisory staff
13
Registered with
SEC

Profile · Website · SEC record

Evergreen Advisors, LLC

1206 Pointe Centre Drive Suite 160, Chattanooga, TN 37421 · (423) 933-1814

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$523M
Individual clients
487
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

The Patten Group, Inc.

832 Georgia Avenue Suite 360, Chattanooga, TN 37402 · (423) 531-0360

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$725M
Individual clients
447
Advisory staff
7
Registered with
SEC

Profile · Website · SEC record

Fuerst Financial Group, Inc.

6005 Century Oaks Drive Suite 700, Chattanooga, TN 37416 · (423) 899-8555

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$101M
Individual clients
270
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Integra Wealth

101 W. 21st Street, Chattanooga, TN 37408 · (423) 664-0344

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$116M
Individual clients
183
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Lattice Wealth Advisors

4610 Brainerd RD Unit 6, Chattanooga, TN 37411 · (423) 225-2450

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$48M
Individual clients
130
Advisory staff
1
Registered with
GA, TN

Profile · Website · SEC record

Barnett & Co Inc

1300 Broad Street Suite 303, Chattanooga, TN 37402 · (423) 756-0125

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$142M
Individual clients
116
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Apogee Wealth Partners, LLC

Chattanooga, TN (office address not published) · (423) 567-1888

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$94M
Individual clients
94
Advisory staff
2
Registered with
AL, FL, GA +

Profile · Website · SEC record

Tarragon Capital, LLC

345 Frazier Avenue Suite 210, Chattanooga, TN 37405 · (423) 400-8072

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$15M
Individual clients
43
Advisory staff
1
Registered with
TN

Profile · SEC record

Future Capital

1110 Market Street Suite 402, Chattanooga, TN 37402 · (888) 871-5711

  • Percentage of assets
  • High-volume platform
Assets managed
$2.4B
Individual clients
17,092
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Am Investment Strategies, LLC

832 Georgia Avenue Suite 100, Chattanooga, TN 37402 · (423) 486-1888

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$738M
Individual clients
576
Advisory staff
2
Registered with
SEC

Profile · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

Rooks Wealth Advisors, LLC

412 Georgia Avenue Suite, 236, Chattanooga, TN 37403 · (423) 690-8090

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$69M
Individual clients
60
Advisory staff
2
Registered with
GA, TN

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

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Fee-only advisers near Chattanooga

Another 4 fee-only firms have offices within 30 miles.

How to choose between them

  1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
  2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
  3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
  4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
  5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.

Frequently asked questions

What does fee-only mean?

A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.

How much does a fee-only financial adviser cost in Chattanooga?

Form ADV records how firms charge, not what they charge. Of the 24 firms listed here, 20 offer hourly or flat fees and 24 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.

How were these Chattanooga advisers selected?

Every registered investment adviser with an office in Chattanooga that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.

Are these advisers fiduciaries?

Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.