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Financial Planners in Bristol, TN: 2026 rankings

26 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Bristol: BlueCollar BarberShop, RFA Score 72/100; 4.7★ from 183 Google reviews; open Saturdays until 12 PM.

  2. 4

    Most-reviewed: Safe Money Retirement LLC, 70 Google reviews at 5.0★, the most of 26 ranked after BlueCollar BarberShop; ranked #4.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

26 Bristol financial planners are ranked here by RFA Score, from eight published factors. 2 open Saturdays, based on posted hours. The median Google rating is 4.8★ across 26 rated firms.

Top 10 financial planners in Bristol at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Bristol at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1BlueCollar BarberShop724.7★ (183)Kingsport, 21 mi awaySatTop score
2First Horizon Bank - Bristol, TN - State St714.5★ (17)Bristol——
3First Horizon Bank - Bristol, TN - Volunteer Pkwy714.2★ (19)BristolSat—
4Safe Money Retirement LLC715.0★ (70)Johnson City, 22 mi away—Most reviews
5Israel Vance, Mortgage Loan Officer - First Horizon Bank685.0★ (23)Kingsport, 21 mi away——
6Legacy Life Planning Lance675.0★ (20)Johnson City, 21 mi away——
7Eddy, CPA PC674.8★ (17)Johnson City, 20 mi away——
8Blackburn, Childers & Steagall, PLC664.6★ (18)Johnson City, 20 mi away——
9AFI Advisors665.0★ (12)Kingsport, 19 mi away——
10Secure Money Masters, Inc664.2★ (5)Johnson City, 9 mi away——

All 26 financial planners in Bristol, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Bristol

    #1 BlueCollar BarberShop

    Based in Kingsport, 21 mi away

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.7★ from 183 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 183 Google reviews
    Hours
    Mon closed · Tue–Fri 9 AM–5 PM · Sat 8 AM–12 PM · Sun closed
    Address
    119 Broad St, Kingsport, TN 37660
    View profile for BlueCollar BarberShop(423) 765-1750

  4. #4 Safe Money Retirement LLC

    Based in Johnson City, 22 mi away

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 70 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 70 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    1303 Sunset Dr #3, Johnson City, TN 37604
    View profile for Safe Money Retirement LLC(423) 930-9100

  7. #7 Eddy, CPA PC

    Based in Johnson City, 20 mi away

    67/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.8★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 17 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri–Sun closed
    Address
    4718 Lake Park Dr STE 1, Johnson City, TN 37615
    View profile for Eddy, CPA PC(423) 283-0667

  9. #9 AFI Advisors

    Based in Kingsport, 19 mi away

    66/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    200 Colonial Heights Rd, Kingsport, TN 37663
    View profile for AFI Advisors(423) 239-7535

  11. #11 Concord Wealth Partners

    Based in Bristol, 13 mi away

    66/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.8★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 6 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    955 W Main St, Abingdon, VA 24210
    View profile for Concord Wealth Partners(276) 628-5910

  12. #12 Fidelity Investments

    Based in Johnson City, 20 mi away

    65/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.0★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 25 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    3018 Peoples St #108, Johnson City, TN 37604
    View profile for Fidelity Investments(800) 225-8044

  18. #18 B&H Wealth Strategies

    Based in Kingsport, 20 mi away

    64/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1402 E Center St, Kingsport, TN 37664
    View profile for B&H Wealth Strategies(423) 247-1152

  19. #19 Marmo Financial Group

    Based in Johnson City, 21 mi away

    64/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.4★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    801 Sunset Dr A-1, Johnson City, TN 37604
    View profile for Marmo Financial Group(423) 282-0514

  21. #21 TriCities Advisors

    Based in Johnson City, 21 mi away

    63/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    302 Sunset Dr Ste 107, Johnson City, TN 37604
    View profile for TriCities Advisors(423) 282-0662

  22. #22 BCS Wealth Management

    Based in Johnson City, 20 mi away

    63/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    541 Sid Martin Rd Ste A, Johnson City, TN 37615
    View profile for BCS Wealth Management(423) 283-9821

  25. #25 LPL Financial

    Based in Johnson City, 21 mi away

    61/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 2.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 2.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    302 Sunset Dr Ste 107, Johnson City, TN 37604
    View profile for LPL Financial(423) 282-0662

All 26 financial planners

#1 to #25 are shown in full above. Here are #26 to #26, in RFA Score order; each links to its profile.

financial planners in Bristol, ranks 26 to 26
RankBusinessRFA ScoreGoogle ratingDistance
26Talley Wealth615.0★ (67)20 mi

Also serving Bristol

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Bristol
BusinessGoogle ratingDistance
Baxley Financial GroupIn Bristol
Charles Schwab1.0★ (1)In Bristol
Edward Jones5.0★ (1)In Bristol
Edward Jones - Financial Advisor: Greg FahnIn Bristol
Edward Jones - Financial Advisor: Jessee M White5.0★ (1)In Bristol
Edward Jones - Financial Advisor: Selah J RashIn Bristol
Edward Jones - Financial Advisor: Teresa E Ring4.0★ (4)In Bristol
Gracetree Investments LLC5.0★ (1)In Bristol
Lexington Financial5.0★ (2)In Bristol
Merrill Lynch Financial Advisor James FullerIn Bristol
Merrill Lynch Financial Advisor Melissa Clemens WilliamsonIn Bristol
Merrill Lynch Senior Consultant Philip D McFarlaneIn Bristol
Merrill Lynch Wealth ManagementIn Bristol
Money Concepts4.0★ (1)In Bristol
Nathaniel Akers - Thrivent5.0★ (1)In Bristol
Nicewander & Associates5.0★ (1)In Bristol
Raymond JamesIn Bristol
Raymond James Financial ServicesIn Bristol
S J InvestmentsIn Bristol
Warrior Wealth ManagementIn Bristol

How we ranked Bristol financial planners

We scored 26 Bristol financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Bristol data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Bristol: frequently asked questions

Which financial planner has the highest RFA Score in Bristol?

By RFA Score, the highest-ranked financial planner in Bristol, TN is BlueCollar BarberShop with an RFA Score of 72/100. It has 4.7★ from 183 Google reviews. It is open Saturdays until 12 PM. First Horizon Bank - Bristol, TN - State St (#2) and First Horizon Bank - Bristol, TN - Volunteer Pkwy (#3) follow. We ranked 26 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Bristol?

RankedFinancialAdvisors ranks 26 financial planners serving Bristol, TN. 2 of them are based in Bristol; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Bristol work on weekends?

2 of 26 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are BlueCollar BarberShop (#1) and First Horizon Bank - Bristol, TN - Volunteer Pkwy (#3). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Bristol financial planners have?

The median Google rating among 26 rated financial planners in Bristol is 4.8★, with a median of 10 reviews. BlueCollar BarberShop has the most, 183 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Bristol count in this ranking?

Yes, if they are within 25 mi of the Bristol city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Bristol ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Bristol a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Bristol

  1. November 2026: RFA Scores recalculated for 26 financial planners serving Bristol.

More financial planners and Bristol pages