Blue Ridge Wealth Planners

Registered investment advisor
Blue Ridge Wealth Planners is a financial advisor based in Knoxville, Tennessee. It currently has around $149,449,258 of assets under management and employs approximately 22 people. The main advice areas covered by Blue Ridge Wealth Planners are: financial planning services, portfolio management for individuals and/or small businesses, selection of other advisers, publication of periodicals or newsletters and educational seminars/workshops. Blue Ridge Wealth Planners uses a fee structure of a percentage of assets under your management and costs associated with the content of the workshop and/or course.

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This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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