WITT FINANCIAL GROUP, LLC
SEC RegisteredTake Your Best Shot in Retirement
About the firm
Witt Financial Group has been proudly serving the financial planning needs of Crossville and Tennessee for 25 years, helping individuals and families reach their financial goals through custom financial strategies and comprehensive retirement planning services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Custom financial strategies, retirement planning via a 'Retirement Roadmap' planning process, legacy planning, and comprehensive financial services aimed at helping clients achieve retirement goals.
Who they serve
Individuals and families in Crossville and Tennessee seeking retirement planning and financial goal achievement, including those with fast-approaching retirement concerns.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 228 | $63M |
| High Net Worth Individuals | 86 | $97M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WITT FINANCIAL GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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