Top financial advisors in Kingsport, TN
We’ve curated a list of the best financial advisors in Kingsport, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$222,386,561
Number of advisors
7 advisors
| $222,386,561 | 7 advisors | |
| 2 |
Assets under management
$106,730,335
Number of advisors
4 advisors
| $106,730,335 | 4 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 Kingsport, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Kingsport. 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.
Aldebaran Financial Inc
Aldebaran Financial Inc. is a registered investment adviser established in 1991, specializing in providing custom investment advice and supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and other entities. Portfolios are tailored to meet specific client needs, utilizing various investment vehicles such as stocks, funds, bonds, and options. The firm manages over $198 million under a discretionary basis as of December 2024. Aldebaran also offers consulting services with negotiable fees. The basic fee schedule is 0.75% annually of managed assets, subject to negotiation based on account mix and client relationship. Fees are billed quarterly and can be paid directly or debited from client accounts. Aldebaran does not charge performance-based fees and serves a range of clients, including high net worth individuals and institutions. The firm's investment strategies involve fundamental and technical analysis, with a focus on strategic asset allocation and global diversification to manage risks. Clients have the right to restrict investments in their accounts. Aldebaran Financial Inc. acts as a fiduciary, providing a Code of Ethics that emphasizes transparency, compliance, and client interests. The firm also offers proxy voting services and maintains a disciplined approach to account reviews and custody practices. Aldebaran Financial Inc. has a team of experienced professionals, including Peter Raber, President, and Chief Executive Officer, who oversees the firm's operations and client relationships.
$222,386,561 under management
7 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 BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesEducational Seminars/workshopsIntegrity Capital Management
Integrity Capital Management is a Registered Investment Adviser established in November 2006, with three principal owners: John Christopher Atkins, Angela Hope Williams, and Pamela Annette Rehart. The firm's investment strategy involves managing assets using diversified, global, multi-asset class portfolios primarily consisting of mutual funds and exchange-traded funds. Clients can request specific types of investments in their portfolios, and ICM tailors model portfolios to individual needs. The firm offers financial planning services covering various aspects such as asset protection, tax planning, retirement planning, and more. ICM charges annual asset management fees based on a tiered schedule, starting at 1% for balances up to $1,000,000. Clients may also consult with ICM at an hourly rate of $200 or opt for project-based fees. The firm may provide consulting services to retirement plan sponsors, with fees negotiated case-by-case. ICM acts as a fiduciary, putting clients' interests first. The firm has a strategic asset allocation methodology aimed at diversification to reduce risk without sacrificing long-term returns. ICM has a disciplined portfolio maintenance approach, including weekly portfolio analysis for rebalancing opportunities. Clients receive quarterly performance reports and brokerage statements. The firm has a Code of Ethics emphasizing fiduciary duty and compliance with regulations. ICM has no disciplinary events to disclose and provides additional information about its principals' educational backgrounds and business experiences. The firm's principals are also general partners in BRAC Properties, which leases office space to ICM.
$106,730,335 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
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 Kingsport, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Kingsport. 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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