Top financial advisors in Johnson City, TN
We’ve curated a list of the best financial advisors in Johnson City, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$520,273,192
Number of advisors
11 advisors
| $520,273,192 | 11 advisors | |
| 2 |
Assets under management
$198,859,879
Number of advisors
9 advisors
| $198,859,879 | 9 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Johnson City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Johnson City. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Bcs Wealth Management, LLC
BCS Wealth Management, LLC is a registered investment adviser established in May 1998 by partners of Blackburn, Childers & Steagall, PLC to provide financial planning and investment management services. The firm manages approximately $811,577,000 in assets, offering portfolio management to individuals, high net worth individuals, trusts, corporate pension and profit-sharing plans, business owners, charitable organizations, and foundations. The minimum portfolio value for management services is $350,000, aggregated across a household's accounts. BCSWM may waive this minimum based on other factors. The firm provides financial planning services, including estate planning, retirement planning, and investment portfolio design. Investment strategies include diversified portfolios of mutual funds and ETFs, with varying risk profiles. Fees for portfolio management are charged quarterly based on assets under management, starting at 1.25% for assets up to $500,000. BCSWM acts as a fiduciary, obligated to act in clients' best interests. Clients have the option for discretionary or non-discretionary accounts, with investment discretion exercised accordingly. The firm does not have performance-based fees or side-by-side management. BCSWM uses Charles Schwab as its primary custodian and broker, providing access to a range of investment products and services. The firm's proxy voting policy aims to vote in the best interest of clients. BCSWM has no financial conditions impairing its ability to meet client commitments and has not been subject to bankruptcy proceedings.
$520,273,192 under management
11 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesMarmo Financial Group, LLC
Marmo Financial Group, LLC, based in Johnson City, TN, is a registered investment adviser specializing in providing investment advisory services since 04/01/2007. The firm is owned by Scott A. Marmo and manages assets on a discretionary basis totaling $248,739,064 as of December 31, 2024. Marmo Financial Group primarily advises on Mutual Funds & Exchange Traded Funds (ETFs) and offers financial planning services covering areas such as estate planning, retirement planning, and investment portfolio design. The firm charges annual management fees based on a tiered schedule, starting at 1.50% for the first $250,000 of assets under management. Clients may also opt for financial planning services at hourly rates ranging from $150 to $250. Marmo Financial Group acts as a fiduciary and provides comprehensive consulting services to employer-sponsored retirement plans, including investment analysis, selection, and ongoing monitoring of plan investments. The firm may receive economic benefits from Charles Schwab & Co., Inc., the custodian of client accounts, in the form of support products and services. Clients' assets are held with a qualified custodian, and the firm does not vote proxies related to client securities. Marmo Financial Group reviews managed portfolios quarterly and may aggregate trades for multiple client accounts. The firm does not generally allow directed brokerage accounts and does not vote proxies related to client securities.
$198,859,879 under management
9 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Johnson City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Johnson City. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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