Advisor at CoreVision Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CoreVision Financial Group
Location
Chattanooga, TN 37405
Credentials
CFP®, Series 63, Series 66
Industry experience
16 years
Up to 1.75% annually, negotiable based on factors including scope, complexity, asset level, and overall relationship
Up to $500 per hour for standalone financial planning services, negotiable
Fee-only: Investment advisory fees up to 1.75% annually; financial planning standalone services at hourly rate up to $500/hour; retirement plan advisory fees up to 1.75% annually
CVFG LLC DBA Paradigm Wealth Partners
2026 - Present (1 year)
Independent Advisor Alliance, LLC
2016 - 2026 (10 years)
Paradigm Wealth Partners
2010 - 2026 (16 years)
LPL Financial
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, ChFC®
Chattanooga, TN
Mountaintop Wealth
We are a flat fee financial advisory firm that provides comprehensive financial planning that connects every part of your financial life. We create a clear, actionable roadmap to: Fund College with Confidence: We’ll help you save for college, find more scholarship money and tax-efficient ways to invest so you can lower the cost of a high-quality college education. Secure Your Retirement: We'll build a solid retirement plan that won't be derailed by tuition bills, ensuring you have the freedom to enjoy your later years. Create Cohesion: We'll simplify your complex financial picture, bringing all your assets and goals into one unified strategy. It's about having a clear plan that allows you to achieve both of your most important goals without compromise.
CFP®, Series 63, Series 66
Hixson, TN
Edward Jones
Series 66
Signal Mountain, TN
Edward Jones
CFP®, Series 66
Hixson, TN
Edward Jones
CFP®, Series 66
Chattanooga, TN
Edward Jones
CFP®, Series 66
Chattanooga, TN
Edward Jones
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