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Blue Ridge Wealth Planners

Headquartered in KNOXVILLE, TN

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Firm Information

Blue Ridge Wealth Planners is a Knoxville, TN-based registered investment advisor with approximately $201 million in regulatory assets under management. They offer a variety of financial planning and investment management services to individuals, including financial planning, portfolio management for individuals, educational seminars, selection of other advisors, and publication of periodicals. The firm has 8 licensed agents, 6 investment advisor representatives, and 7 investment advisory functions. They have a wrap fee program and primarily serve high-net-worth individuals and individuals other than high-net-worth.

Blue Ridge Wealth Planners

9725 COGDILL ROAD

KNOXVILLE, TN 37932

$201.23M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Costs associated with the content of the workshop and/or course

Branch Locations (1)

BLUE RIDGE WEALTH PLANNERS has a total of 1 branch locations across the country.
location

KNOXVILLE, TN

Advisors at Blue Ridge Wealth Planners

View All 7 Advisors
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Marc Christopher Morris

RA

KNOXVILLE, TN

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Bradley Robert Fugate

RA

KNOXVILLE, TN

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Robert Harry Fugate

CFP®, CFC®, RA

KNOXVILLE, TN

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Richard Zachary Hill

RA

KNOXVILLE, TN

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Jonathan Mills

RA

KNOXVILLE, TN

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John Vandergriff

RA

KNOXVILLE, TN

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Austin Wells Ballenger

RA

KNOXVILLE, TN

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Disclosures

There are no public disclosures for Blue Ridge Wealth Planners.

Frequently Asked Questions (8)

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