Kristen Tucker
Kristen Tucker is a CFP-designated registered investment advisor at Knox Wealth Partners Advisory, based in Knoxville, TN, with 25 years of industry experience. Kristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Retirement Planning. Their firm serves 482 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Knox Wealth Partners Advisory's investment management fees are negotiable but will not exceed 2.5% annually, based on factors like account size, management style, complexity, investment type, and time required.
Location
10710 Murdock Drive, Suite 101, Knoxville, TN, 37932
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kristen operates under the DBAs Knox Wealth Partners and Knox Wealth Partners Advisory for her LPL business, dedicating a significant amount of time to investment advisory services through Knox Wealth Partners Advisory LLC. She also owns KWP Properties, LLC for tax/investment purposes and sells various insurance products, dedicating about 10-20% of her time to insurance sales.
Employment History
Current Registrations
Knox Wealth Partners Advisory
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.