Frequently Asked Questions

Who is TVAMP?

“TVAMP,” pronounced “Tee-vamp” is an SEC registered investment adviser founded in Knoxville, TN in 2011. You can read Our Story here.

What are your qualifications and credentials?

At TVAMP, every Wealth Advisor is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, which is widely recognized as the highest standard in financial planning. Beyond that, our team includes specialists in key areas of your financial life such as tax planning, investments, retirement plans, and more.

What is your approach to financial planning?

It’s more than just investment management at TVAMP. We actually partner with our clients to implement a comprehensive, tailored plan to put their financial house in order. We then monitor the plan as their life changes to help them Live Invested (our official motto). Learn more about our six commitments to clients.

Will you have a fiduciary duty to me?

Yes. As a fiduciary, we put your interests above our own and we are held accountable to the advice and guidance we give.

Is an initial consultation free?

There is no cost for a 15-minute introductory call or follow-up discovery meeting. Until you make the choice to work with TVAMP, you will not be charged.

How much do I need to invest to be a client?

TVAMP provides the most value to individuals with $500,000 or more of investable assets. Although, exceptions can be made for certain situations.

How much does it cost to get advice from TVAMP?

0.6% – 1.5%, annually, subject to amount of investable assets and complexity. Click here to view our detailed pricing page.

How do I become a client of TVAMP?

To get started with TVAMP, we ask that you click here to schedule a quick call with us. This call will help us get to know you and your financial situation.

Who will I be working with?

As a client of TVAMP, your relationship is led by a dedicated advisor, supported by a team including financial planners and client service professionals, with access to additional specialists like tax, estate, and retirement plan specialists when needed.

How does an account transfer work?

Most accounts are transferred using the Automated Customer Account Transfer system (“ACAT”). We have a team that takes care of this process so that there is very little work for you. You may choose to notify an advisor you are currently working with, but it is not required.

What are your business hours?

We are open and available to talk Monday through Thursday 8:00 AM to 5:00 PM, and Friday 8:00 AM to 4:00 PM Eastern Standard Time.

Where are you able to meet clients in person?

We are headquartered in Knoxville at 6025 Brookvale Lane, Suite 160, Knoxville, TN 37919. We also have offices in Seymour, Jacksboro, and Morristown.