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Financial advisors · Tennessee

Fee-only financial advisors in Memphis, TN

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

40 fee-only investment advisers have offices in Memphis, Tennessee, according to their Form ADV filings with the SEC and state regulators. 25 offer hourly or flat-fee arrangements, 15 charge only a percentage of the assets they manage, and 26 provide financial planning. 29 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 1 firm reports disciplinary history and is 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 40 of 40

Kelman Lazarov Inc

5100 Poplar Ave, Ste 2805, Memphis, TN 38137 · (901) 685-8284

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$895M
Individual clients
574
Advisory staff
13
Registered with
SEC

Profile · Website · SEC record

TD Capital Management LLC

5100 Poplar Avenue Suite 2904, Memphis, TN 38137 · (901) 681-0021

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$1.2B
Individual clients
445
Advisory staff
8
Registered with
SEC

Profile · Website · SEC record

Commerce Advisors, LLC

5050 Poplar Avenue Suite 2020, Memphis, TN 38157 · (901) 260-6050

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$338M
Individual clients
133
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Private Wealth Management, Inc.

3725 Champion Hills DR. Suite 1400, Memphis, TN 38125 · (901) 322-4212

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$832M
Individual clients
131
Advisory staff
4
Registered with
SEC

Profile · SEC record

Lonetree Wealth Management

5100 Poplar Avenue Suite 1504, Memphis, TN 38137 · (502) 432-7373

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$47M
Individual clients
95
Advisory staff
3
Registered with
LA, TN

Profile · Website · SEC record

Eaglestrong Financial

1661 International Drive Suite 400, Memphis, TN 38120 · (901) 413-8659

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$82M
Individual clients
89
Advisory staff
2
Registered with
MS, TN

Profile · Website · SEC record

Revolution Partners, LLC

Memphis, TN (office address not published) · (901) 421-6300

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$115M
Individual clients
76
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Red Oak Advisors LLC

5100 Poplar Ave Suite 2749, Memphis, TN 38137 · (901) 258-4914

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$4.8M
Individual clients
61
Advisory staff
1
Registered with
MS, TN

Profile · Website · SEC record

Dogwood Financial Planning

8295 Tournament Drive Suite 150, Memphis, TN 38125 · (901) 969-4500

  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
Not reported
Individual clients
57
Advisory staff
1
Registered with
AR, LA, MS +

Profile · Website · SEC record

Resilient Asset Management

502 S Main ST Suite #3, Memphis, TN 38103 · (559) 817-9279

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$74M
Individual clients
51
Advisory staff
1
Registered with
AR, FL, MD +

Profile · Website · SEC record

Rpata, LLC

Memphis, TN (office address not published) · (901) 421-6300

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$74M
Individual clients
32
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Calydon Capital, LLC

999 Shady Grove RD South Suite 106, Memphis, TN 38120 · (844) 678-6900

  • Percentage of assets
  • Fixed fee
Assets managed
$3.6B
Individual clients
282
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Sentry, LLC

6070 Poplar Avenue Suite 700, Memphis, TN 38119 · (901) 820-0515

  • Percentage of assets
  • Fixed fee
Assets managed
$2.3B
Individual clients
69
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Blong Financial

5391 Normandy RD, Memphis, TN 38120 · (901) 681-9037

  • Percentage of assets
  • Financial planning
Assets managed
$202M
Individual clients
314
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

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

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Fee-only advisers near Memphis

Another 11 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 Memphis?

Form ADV records how firms charge, not what they charge. Of the 40 firms listed here, 25 offer hourly or flat fees and 39 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 Memphis advisers selected?

Every registered investment adviser with an office in Memphis 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.