Oak Springs Wealth Management, LLC

Oak Springs Wealth Management, LLC (CRD# 164332) is a financial advisory firm headquartered in Knoxville, TN. They manage $56,026,116 in 149 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $376,014
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, TN, TX

Financial Advisors at Oak Springs Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Carol E. Johnson
CRD#: 2664717
6341 Middlebrooke Pike, Knoxville, TN 37909
96
Wealthminder
score

Carol Johnson (CRD# 2664717) is an Investment Advisor Representative working at Oak Springs Wealth Management, LLC in Knoxville, TN and has over 19 years of experience in the finance industry. Carol Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
George F. Lee
CRD#: 4389389
6341 Middlebrook Pike, Knoxville, TN 37909
93
Wealthminder
score

George Lee (CRD# 4389389) is an Investment Advisor Representative working at Oak Springs Wealth Management, LLC in Knoxville, TN and has over 15 years of experience in the finance industry.

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