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Financial Planners in Johnson City, TN: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Johnson City: Safe Money Retirement LLC, RFA Score 76/100; 5.0★ from 70 Google reviews.

  2. 3

    Most-reviewed: BlueCollar BarberShop, 183 Google reviews at 4.7★, the most of 24 ranked; ranked #3.

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

24 Johnson City 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 24 rated firms.

Top 10 financial planners in Johnson City 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 Johnson City at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Safe Money Retirement LLC765.0★ (70)Johnson City—Top score
2Legacy Life Planning Lance735.0★ (20)Johnson City——
3BlueCollar BarberShop724.7★ (183)Kingsport, 20 mi awaySatMost reviews
4Eddy, CPA PC724.8★ (17)Johnson City——
5Blackburn, Childers & Steagall, PLC714.6★ (18)Johnson City——
6Fidelity Investments714.0★ (25)Johnson City——
7Highlands Wealth Partners705.0★ (8)Johnson City——
8Marmo Financial Group694.4★ (7)Johnson City——
9TriCities Advisors685.0★ (4)Johnson City——
10Secure Money Masters, Inc684.2★ (5)Johnson City——

All 24 financial planners in Johnson City, 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 Johnson City

    #1 Safe Money Retirement LLC

    Based in Johnson City

    76/100RFA Score

    Ranked #1 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

  3. #3 BlueCollar BarberShop

    Based in Kingsport, 20 mi away

    72/100RFA Score

    Ranked #3 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 Eddy, CPA PC

    Based in Johnson City

    72/100RFA Score

    Ranked #4 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

  6. #6 Fidelity Investments

    Based in Johnson City

    71/100RFA Score

    Ranked #6 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

  8. #8 Marmo Financial Group

    Based in Johnson City

    69/100RFA Score

    Ranked #8 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

  9. #9 TriCities Advisors

    Based in Johnson City

    68/100RFA Score

    Ranked #9 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

  11. #11 BCS Wealth Management

    Based in Johnson City

    68/100RFA Score

    Ranked #11 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

  14. #14 AFI Advisors

    Based in Kingsport, 15 mi away

    67/100RFA Score

    Ranked #14 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

  15. #15 LPL Financial

    Based in Johnson City

    67/100RFA Score

    Ranked #15 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

  16. #16 Talley Wealth

    Based in Johnson City

    66/100RFA Score

    Ranked #16 because of its Google rating and review volume: 5.0★ from 67 Google reviews.

    • 5.0★ from 67 Google reviews
    Hours
    Mon–Thu 9 AM–5:30 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    203 Broyles Dr STE 301A, Johnson City, TN 37601
    View profile for Talley Wealth(423) 617-0160

  22. #22 B&H Wealth Strategies

    Based in Kingsport, 19 mi away

    64/100RFA Score

    Ranked #22 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

Also serving Johnson City

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 Johnson City
BusinessGoogle ratingDistance
Carson Wealth5.0★ (2)In Johnson City
Cary Street Partners5.0★ (2)In Johnson City
Craig Torbett - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Johnson City
Crossbridge Wealth Management4.9★ (10)In Johnson City
Edward Jones - Financial Advisor: Bryan W Hawk, CFP®3.0★ (2)In Johnson City
Edward Jones - Financial Advisor: Cindy A Thurlow4.8★ (4)In Johnson City
Edward Jones - Financial Advisor: David L Beerman, CRPS™5.0★ (8)In Johnson City
Edward Jones - Financial Advisor: Jonathan M Coward, CEPA®5.0★ (4)In Johnson City
Edward Jones - Financial Advisor: Mike Merritt, CFP®4.0★ (4)In Johnson City
Edward Jones - Financial Advisor: Richard M Haney, CFP®|CLU®|AAMS®5.0★ (1)In Johnson City
ID Wealth-Roan Street5.0★ (2)In Johnson City
Johnson City, TN Branch Office - UBS Financial Services Inc.4.0★ (2)In Johnson City
Mackie Financial Group5.0★ (2)In Johnson City
Powell Valley Investment Services - Mickey Byrd1.0★ (1)In Johnson City
Republic Finance4.0★ (26)In Johnson City
Sage Financial5.0★ (3)In Johnson City
Stifel5.0★ (2)In Johnson City
Voyage Partners Financial Strategies, LLC3.5★ (2)In Johnson City
Wells Fargo Advisors3.6★ (5)In Johnson City
WLP Financial Group - UBS Financial Services Inc.5.0★ (1)In Johnson City

How we ranked Johnson City financial planners

We scored 24 Johnson City 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 Johnson City 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 Johnson City: frequently asked questions

Which financial planner has the highest RFA Score in Johnson City?

By RFA Score, the highest-ranked financial planner in Johnson City, TN is Safe Money Retirement LLC with an RFA Score of 76/100. It has 5.0★ from 70 Google reviews. Legacy Life Planning Lance (#2) and BlueCollar BarberShop (#3) follow. We ranked 24 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Johnson City?

RankedFinancialAdvisors ranks 24 financial planners serving Johnson City, TN. 13 of them are based in Johnson City; 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 Johnson City work on weekends?

2 of 24 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are BlueCollar BarberShop (#3) and First Horizon Bank - Bristol, TN - Volunteer Pkwy (#18). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Johnson City financial planners have?

The median Google rating among 24 rated financial planners in Johnson City is 4.8★, with a median of 12 reviews. BlueCollar BarberShop has the most, 183 reviews, and ranks #3. 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 Johnson City count in this ranking?

Yes, if they are within 25 mi of the Johnson City 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 Johnson City 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 Johnson City 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 Johnson City

  1. November 2026: RFA Scores recalculated for 24 financial planners serving Johnson City.

More financial planners and Johnson City pages