TVAMP

Wealth Management & Financial Advisorytvamp.net

TVAMP (Tennessee Valley Asset Management Partners) is an SEC-registered investment advisory firm based in Knoxville, Tennessee, providing comprehensive financial planning, investment management, retirement, tax, and estate services to affluent individuals and families with $500,000+ in investable assets across Tennessee, managing over $1 billion in AUM for 2,000+ clients.

Company typePrivate
Founded2011
HeadquartersKnoxville, United States
Headcount11–50
GTM typeB2C
OfferingServices

What TVAMP does

TVAMP (Tennessee Valley Asset Management Partners) is an SEC-registered investment advisory firm founded in 2011 and headquartered in Knoxville, Tennessee, with additional offices in Seymour, Jacksboro, and Morristown. The firm delivers comprehensive financial planning and wealth management services — including personal financial planning, retirement planning, investment management, estate planning, tax strategies, and risk management/insurance planning — through a team of 16 CFP® professionals supported by specialists in tax, estate, and retirement plan consulting. The firm also operates a Corporate Retirement Consulting practice serving employer-sponsored plans, led by a dedicated director since January 2026.

The firm serves primarily affluent individuals and families with $500,000 or more in investable assets, alongside specialized focus segments such as pre-retirees, business owners, and women navigating major life transitions. TVAMP has grown to manage more than $1 billion in assets under management as of December 31, 2025, for a client base exceeding 2,000 households, recognized by Newsweek as a Top Financial Advisory Firm in 2025 and 2026 and by USA Today/Statista in 2026.

TVAMP generates revenue through a recurring AUM-based fee model, charging 0.6% to 1.5% annually depending on investable assets and complexity. The go-to-market motion is consultative and multi-channel: a 15-minute introductory call, followed by a discovery meeting, supported by content marketing, educational seminars (including events with institutional partners such as BlackRock), social media, and email nurture campaigns. The firm is employee-owned, with equity broadened over time to include Managing Partners Perry Chesney and Luke Bowes, plus Wealth Advisor Melissa Mijares, alongside the three founders (Jeff Foster, Scott Fisher, and Jeff Sweat). No proprietary technology platform is referenced; the value proposition is built on fiduciary advice, credentialed advisors, team-based service, and integrated planning rather than technology differentiation.

TVAMP firmographics

Firmographics

Name: TVAMP
Legal name: Tennessee Valley Asset Management Partners
Website: https://tvamp.net
Company type: Private
Founded year: 2011
Operating status: Operating
Headcount range: 11–50 employees
Short description: TVAMP (Tennessee Valley Asset Management Partners) is an SEC-registered investment advisory firm based in Knoxville, Tennessee, providing comprehensive financial planning, investment management, retirement, tax, and estate services to affluent individuals and families with $500,000+ in investable assets across Tennessee, managing over $1 billion in AUM for 2,000+ clients.
Ownership category
akta.pro rank

Where TVAMP is headquartered

Location

Headquarters

HQ city: Knoxville
HQ country: United States
HQ region: North America

Offices4 records

Markets served

TVAMP business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D, Others

Revenue model

Assets Under Management (AUM) Fees: TVAMP charges an annual fee based on a percentage of assets under management. The fee range is 0.6% to 1.5%, subject to amount of investable assets and complexity of the client's situation.

Pricing tiers

Model	Billing	Price
Subscription	Annual	Assets Under Management Fee: 0.6% - 1.5% annually

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

TVAMP product offering

Product offering

Core offering

TVAMP is an SEC-registered investment advisory firm that delivers personalized financial planning and investment management services to individuals and families. Core offerings include retirement planning, investment management, estate planning, tax strategies, risk management/insurance planning, and corporate retirement consulting. Services are delivered by a team of 16 CFP® professionals under a fiduciary standard, with fees based on a percentage of assets under management.

Product overview

TVAMP offers a unified financial advisory service centered on personalized financial planning. The core offering combines retirement planning, investment management, estate planning, tax strategies, and risk management/insurance planning into a comprehensive approach. Services are delivered by a team of CFP® professionals through a fiduciary relationship, with fee-based pricing ranging from 0.6% to 1.5% annually based on investable assets. The firm primarily serves individuals with $500,000 or more of investable assets and currently manages over $1 billion in assets under management for over 2,000 clients.

Differentiator

Problem solved

Functional benefit

Products and services

Personal Financial Planning
Retirement Planning
Investment Management
Estate Planning
Tax Strategies
Risk Management / Insurance Planning
Corporate Retirement Consulting

Quantifiable outcome

Over $1 Billion in Assets Under Management as of December 31, 2025
+1 more outcomes

Companies that use TVAMP

Customer profile

Named customers1 record

Segments4 records

Ideal customer profiles3 records

TVAMP technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

TVAMP partnerships and signals

Strategic signal

Scale indicators2 records

Recent moves9 records

Expansion highlights6 records

TVAMP competitors and assessment

Company assessment

Direct peers

Creative Planning: Large, employee-owned RIA offering comprehensive wealth management, financial planning, and tax services. Highly comparable to TVAMP in fiduciary, fee-only model and team-based advisory approach, though at materially greater scale.
Mariner Wealth Advisors: National RIA platform with comprehensive financial planning, investment management, and tax services for affluent households. Comparable in service breadth and target client ($500K+ households), and a useful reference for the regional-rollup growth path.
Buckingham Strategic Wealth: Fee-only RIA focused on evidence-based financial planning and investment management for affluent individuals. Directly comparable in fiduciary, AUM-fee model and planning-first value proposition.
CAPTRUST: RIA providing investment management and financial planning to high-net-worth individuals and institutions, with a strong corporate retirement plan business. Comparable in service mix and overlap with TVAMP's newly launched corporate retirement practice.
Mercer Advisors: National RIA offering comprehensive wealth management, tax, estate, and retirement plan services. Directly comparable integrated planning model and similar target client base.
Beacon Pointe Advisors: Multi-office RIA providing wealth management and financial planning to high-net-worth individuals and families. Closely comparable multi-office, team-based model and affluent-client focus.

Broad incumbents

Carson Group: Large RIA platform serving independent financial advisors with wealth management, coaching, and back-office support. Overlaps with TVAMP in target advisor/wealth management space, but operates a broader platform model rather than direct advisory delivery.
Edelman Financial Engines: Largest independent RIA in the US, combining traditional advisors with a digital planning engine. Comparable in financial planning scope; TVAMP lacks the technology scale and digital channel that EFE leverages.
Commonwealth Financial Network: Large independent broker-dealer and RIA serving individual advisors with planning-centric wealth management. Overlaps with TVAMP in fiduciary, planning-first positioning, but as a large platform rather than a single advisory firm.
Cetera Financial Group: Large independent advisor network offering wealth management and financial planning through affiliated RIAs. Comparable in target client and planning services, but with a broad platform model rather than TVAMP's concentrated regional delivery.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

TVAMP financial estimates

Financial estimate

Revenue estimate

Valuation estimate

TVAMP leadership team

Management profile

Number of profiles

Profiles14 records

TVAMP funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

TVAMP M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about TVAMP

What does TVAMP do?

Is TVAMP a public or private company?

TVAMP is a private company. It is classified as management employee owned and is currently operating.

When was TVAMP founded?

TVAMP was founded in 2011. It employs 11 to 50 people.

Where is TVAMP based?

TVAMP is headquartered in Knoxville, United States, in the North America region.

How does TVAMP make money?

One revenue line is on record: assets Under Management (AUM) Fees.

Who are TVAMP's main competitors?

Direct peers on record are Creative Planning, Mariner Wealth Advisors, Buckingham Strategic Wealth, CAPTRUST, Mercer Advisors and Beacon Pointe Advisors. Broad incumbents are Carson Group, Edelman Financial Engines, Commonwealth Financial Network and Cetera Financial Group.

Does TVAMP have an API?

No public API is recorded for TVAMP.