Financial Advisors · Johnson City, TN/Updated June 13, 2026
The 10 Best Financial Advisors in Johnson City, TN
In a city with a growing need for financial guidance, we ranked the best advisors based on local reviews and expertise.
MHMaya Hendricks · Home Services Editor Updated June 13, 2026 · Next review July 2026
Editorially independent10 companies evaluated
cover story
★ Editor's ChoiceSafe Money Retirement LLC
96Score
Latest update · June 13, 2026: Initial ranking published. 10 Johnson City-metro financial advisors businesses evaluated, top 10 ranked by Vetted Score.
Financial planning is becoming increasingly essential in Johnson City, TN, where a competitive market is emerging among local financial advisors. With a total of 10 providers evaluated, the density of options means you can find personalized financial guidance tailored to your needs.
Our rankings reflect a mix of review counts and star ratings, emphasizing established firms with a solid client base while noting newer players with potential. We focused on local expertise, response times, and state licensing to curate this list.
10financial advisors evaluated in Johnson City
4.94average rating across the field
157customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
To evaluate the financial advisors in Johnson City, we assessed both the quantity and quality of reviews across multiple platforms, ensuring a fair representation of client experiences. Each firm was rated on a scale from 0 to 100, with no business paying for placement in our rankings, allowing for an unbiased overview.
We refresh our rankings monthly, using the latest data to keep our recommendations current. This approach helps you make informed decisions based on the most reliable and up-to-date information available.
The Vetted Score: six weighted factors
Customer sentiment25%
Rating quality20%
Review volume & velocity20%
Website trust signals15%
Service breadth10%
Business longevity10%
Sentiment is measured by AI analysis of review text, recency-weighted, with verified-pattern checks to discount suspicious review bursts.
With a perfect 5-star rating from 68 reviews, Safe Money Retirement LLC is a standout choice for financial advisory services in Johnson City. Clients appreciate their personalized approach and the clarity they provide on retirement planning. However, as with any service, some clients mention the need for more frequent communication. Overall, they are best for those seeking tailored retirement strategies.
Talley Wealth also enjoys a 5-star rating, with 67 reviews highlighting their knowledgeable team and competitive pricing. Many clients find their services to be an excellent value for the quality provided. However, a few users have noted longer wait times for appointments. This firm is ideal for clients looking for solid financial advice without breaking the bank.
BCS Wealth Management has a 5-star rating from 3 reviews. Clients praise their attentive service and thorough financial planning. Though the review count is low, feedback suggests a promising start for this firm. They are suitable for individuals seeking a dedicated advisor who can provide personalized attention, but be aware that their experience level may still be developing.
Sage Financial holds a 5-star rating from 3 reviews. Clients appreciate their approachable style and commitment to understanding individual financial situations. However, the limited number of reviews means trust is still building. This firm could be a good option for clients who want a personal touch in their financial planning.
Ferguson Wealth Management has a 5-star rating from 3 reviews. Clients appreciate their insightful advice and attention to detail. However, similar to other firms in this list, the review count is low, indicating that their reputation is still in the early stages. They may be suitable for clients looking for a dedicated approach to wealth management.
Carson Wealth has a 5-star rating from 2 reviews, highlighting their friendly service and clear explanations. Clients enjoy the personal attention they receive, but the small review base raises questions about their long-term performance. They might be a good fit for those wanting a friendly advisor who will take the time to explain financial concepts.
Cary Street Partners holds a 5-star rating from 2 reviews. Clients appreciate their approachable nature and willingness to answer questions. However, with so few reviews, it is difficult to gauge their overall reliability. This firm may appeal to clients looking for a friendly advisor, but potential clients should consider the limited feedback.
High Country Wealth has a 5-star rating from 1 review. While the feedback is positive, the lack of additional reviews makes it hard to assess their reliability. They may be a suitable choice for clients who want to support a newer firm but should be cautious about the limited feedback.
East Tennessee Financial Partners has a 5-star rating from 1 review. Clients appreciate the personalized attention, but like High Country Wealth, their limited review base makes assessing their overall performance challenging. They may appeal to clients looking for a tailored financial approach but should be approached with caution due to the lack of feedback.
Marmo Financial Group has a 4.4-star rating from 7 reviews. Clients commend their knowledgeable team and effective strategies. While they have a more substantial review base than many others, the rating indicates some room for improvement. This firm may be a solid option for clients seeking a balance of knowledge and experience.
Selecting the right financial advisor involves understanding your specific needs and evaluating local options. Consider the following key factors to make an informed choice.
Review Count and Ratings
Look for advisors with a solid number of reviews and high ratings. This indicates a track record of satisfied clients and reliable service.
Local Expertise
Choose advisors familiar with the Johnson City market. They can provide tailored advice that considers local economic conditions and opportunities.
Response Time and Accessibility
Evaluate how quickly advisors respond to inquiries and their availability for meetings. Quick responses can be crucial for timely financial decisions.
What it costs
What financial advisors cost in Johnson City
Understanding the cost of financial advisory services is essential for budgeting your financial planning needs. Here are typical pricing tiers in Johnson City.
Hourly RateExpect to pay between $150 to $300 per hour for hourly consultations, depending on the advisor's experience and expertise.
Flat FeesSome advisors charge flat fees ranging from $1,000 to $5,000 for comprehensive financial planning services.
Percentage of Assets Under ManagementFees typically range from 0.5% to 1% of assets managed annually, which can vary based on the advisor's services and client relationship.
Retainer FeesMonthly retainer fees can range from $200 to $800, providing ongoing access to financial advice without hourly charges.
Frequently asked questions
How much do financial advisors cost in Johnson City?
Most financial advisors in Johnson City charge fees based on assets under management, typically ranging from 0.5% to 1% annually.
What is the average rating of financial advisors in Johnson City?
The average rating across the evaluated financial advisors in Johnson City is 4.6 stars, with a total of 157 reviews.
How often is this ranking updated?
We re-run the full analysis monthly with fresh review data. Last updated June 13, 2026.
Our verdict
For most Johnson City residents: <strong>Safe Money Retirement LLC</strong>
If you are looking for a financial advisor with a proven track record and a wealth of customer feedback, Safe Money Retirement LLC is your best bet. With 68 reviews and a perfect 5-star rating, they are well-suited for those seeking reliable retirement planning. For individuals who want a personalized approach or have specific wealth management needs, Talley Wealth is an excellent second choice, also holding 5 stars on 67 reviews. For those who prefer to take a chance on emerging firms, BCS Wealth Management is promising but unproven, with a 5-star rating from just 3 reviews.
Cityvetted
