Providence Wealth Management LLC

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Client assets under management

$149,209,468

Clients

201

25% high-net worth

Advisors

of 8 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$742,336

About

Providence Wealth Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, and also acts as a co-advisor to third‑party money managers. The firm offers one-time financial plans, recently added ongoing financial planning, and consultative services that can cover cash flow, retirement trajectory, tax return reviews, and beneficiary reviews.

Investment decisions are made using model-based strategies selected in a co-advisor relationship with a third‑party portfolio manager, and PWM employs fundamental, technical and cyclical analysis as part of its process. Accounts are reviewed on a regular basis (at least quarterly) and the firm coordinates portfolio administration and reporting with its third‑party manager and custodians.

What sets the firm apart from many peers is its affiliated business structure: it operates an affiliated tax service and maintains an affiliated insurance business (including long‑term care advisory and insurance sales), which creates potential referral and compensation relationships. The firm also participates in a fee‑sharing and incentive arrangement with its third‑party manager—both of which are disclosed in the brochure and described as mitigated through firm procedures and fiduciary obligations.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Cash flow / budgeting Tax strategies for small businesses Wealth management

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $250,000: 1.67% (Strategic & Tactical Portfolios - maximum annual advisory fee) $250,000 - $500,000: 1.42% (Strategic & Tactical Portfolios - maximum annual advisory fee) $500,001 - $2,000,000: 1.17% (Strategic & Tactical Portfolios - maximum annual advisory fee) $2,000,001 - $3,000,000: 1.07% (Strategic & Tactical Portfolios - maximum annual advisory fee) $3,000,001+: 0.95% (Strategic & Tactical Portfolios - maximum annual advisory fee) $0 - $250,000: 1.50% (Private Wealth Series, Allocation & Defined Outcome Portfolios - maximum annual advisory fee) $250,000 - $500,000: 1.25% (Private Wealth Series, Allocation & Defined Outcome Portfolios - maximum annual advisory fee) $500,001 - $2,000,000: 1.00% (Private Wealth Series, Allocation & Defined Outcome Portfolios - maximum annual advisory fee) $2,000,001 - $3,000,000: 0.90% (Private Wealth Series, Allocation & Defined Outcome Portfolios - maximum annual advisory fee) $3,000,001+: 0.80% (Private Wealth Series, Allocation & Defined Outcome Portfolios - maximum annual advisory fee) $0+: 0.80% (Preservation Portfolios - maximum annual advisory fee)

Project-based

$250 per hour for financial planning and consultation services

Other

Minimum fee: Preservation Portfolios minimum quarterly fee of $25 Fee-only: Hourly fees of $250 for full financial plans and consultation services; ongoing financial planning annual fees range from $1,000 to $5,000 billed quarterly in arrears

Main office location

Providence Wealth Management LLC

2030 Falling Waters Road, Suite 175

Knoxville TN 37922, United States

Number of offices

Most active in

Florida · Georgia · Louisiana · Tennessee · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram Website 865-691-6699

Advisors at this firm

Adam R

Series 63, Series 65

Knoxville, TN

Providence Wealth Management LLC

Adam Reed is a financial advisor with Providence Wealth Management LLC in Knoxville, TN. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Providence Wealth Management, he worked at Northwestern Mutual Investment Services LLC and Axiom Wealth Management. Outside of his advisory role, he assists with marketing and website updates for Mitch Reed and Associates PLLC, a family business. Providence Wealth Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, often acting as a co-advisor to third-party money managers. The firm employs model-based investment strategies combined with fundamental, technical, and cyclical analysis, and operates affiliated tax and insurance businesses that support its advisory services.

General retirement planning Cash flow / budgeting Tax strategies for small businesses Wealth management Founder/Business Owner

Garrett C

CFP®, Series 65

Knoxville, TN

Providence Wealth Management LLC

Garrett Crawford is a financial advisor with Providence Wealth Management LLC in Knoxville, TN, holding the CFP® designation and Series 65 license. He has 12 years of industry experience and has been associated with Providence LTC Advisors, Inc. since 2014. His professional activities include insurance sales through Providence LTC Advisors. Providence Wealth Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, often acting as a co-advisor to third-party money managers. The firm uses model-based investment strategies combined with fundamental, technical, and cyclical analysis, and coordinates portfolio administration and reporting alongside its third-party managers and custodians.

General retirement planning Cash flow / budgeting Tax strategies for small businesses Wealth management Founder/Business Owner

Paul C

Series 65

Knoxville, TN

Providence Wealth Management LLC

Paul Cochran is a financial advisor with Providence Wealth Management LLC in Knoxville, TN, holding a Series 65 designation and 15 years of industry experience. He has been with Providence Wealth Management since 2007 and also serves as president of Providence LTC Advisors, Inc., an insurance services business. Providence Wealth Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, employing model-based strategies in collaboration with third-party money managers. The firm integrates affiliated tax and insurance services, including long-term care advisory, within its business structure.

General retirement planning Cash flow / budgeting Tax strategies for small businesses Wealth management Founder/Business Owner

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