CC
CFP
CC
CFP

Connor Cox

1 Year of Experience
Knoxville, TN

Connor Cox is a CFP-designated registered investment advisor at Proffitt & Goodson INC., based in Knoxville, TN, with 1 years of industry experience. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 278 clients with $680M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
278 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$680.2M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4800 Old Kingston Pike, Ste 200, Knoxville, TN, 37919-6424

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Connor serves as a Board Member and Treasurer for the Financial Planning Association of East Tennessee since 2022. He dedicates minimal time to this role, preparing financial reports, maintaining partnerships, and planning meetings.

Employment History
Current Registrations
Proffitt & Goodson INC.
December 2024 - Present · 1 yr 4 mos
State Registrations2 states
TNTX
Advisor

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.

Exams
No exam information available for this advisor.