Blue Ridge Wealth Planners

Firm record

As recorded in SEC IAPD

Firm CRD

285347

SEC number

801-123504

Firm type

RIA

Assets under management

$361.7M as of Mar 20, 2026

Website

www.planforeverything.com ↗

Phone

865-392-4260

Address

9725 Cogdill Road, Knoxville, TN, 37932

Advisors at this firm

15 in our index · page 1 of 1

• Benjamin Phillip AndrewsCRD 8207884 · Knoxville, TN
  IA Registered
• Austin Wells BallengerCRD 7892866 · Raleigh, NC
  IA Registered
• Joshua Wayne BigwoodCRD 7125048 · Knoxville, TN
  IA Registered
• Wayne Harris CravensCRD 8194587 · Knoxville, TN
  IA Registered
• Bradley Robert FugateCRD 6601343 · Knoxville, TN
  IA RegisteredRegistration inactive
• Robert Harry FugateCRD 2998559 · Knoxville, TN
  IA RegisteredRegistration inactive
• Joseph Robert HaasCRD 6652522 · Knoxville, TN
  IA Registered
• Richard Zachary HillCRD 7072214 · Knoxville, TN
  IA Registered
• Bryce William HodgeCRD 7733125 · Knoxville, TN
  IA RegisteredRegistration inactive
• Julia Ellyn KayeCRD 8060418 · Knoxville, TN
  IA Registered
• Jonathan MillsCRD 7000500 · Knoxville, TN
  IA Registered
• Marc Christopher MorrisCRD 7194047 · Knoxville, TN
  IA Registered
• Jacob Scott NelsonCRD 8293336 · Knoxville, TN
  IA Registered
• Macey Marie SmithCRD 8092068 · Knoxville, TN
  IA Registered
• John VandergriffCRD 6250893 · Knoxville, TN
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.