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Benjamin Phillip Andrews

Blue Ridge Wealth Planners

Knoxville, TN

CRD 8207884

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Employer firm

Blue Ridge Wealth Planners CRD 285347

$362M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Blue Ridge Wealth Planners

9725 Cogdill Road Suite 101, Knoxville, TN 37932 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-01-06
  • TN RA
    APPROVED
    Since 2026-01-06

Branch Locations

9725 Cogdill Road Suite 101, Knoxville, TN 37932 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
21St Mortgage Knoxville TN 08/2022 11/2025
21St Mortgage Knoxville TN 07/2021 07/2022
University Of Tennessee Knoxville TN 08/2017 05/2021
Blue Ridge Wealth Planners Knoxville TN 11/2025 Present
N/A Knoxville TN 08/2015 08/2017
  • 08/2022 → 11/2025
    21St Mortgage
    Knoxville, TN
  • 07/2021 → 07/2022
    21St Mortgage
    Knoxville, TN
  • 08/2017 → 05/2021
    University Of Tennessee
    Knoxville, TN
  • 11/2025 → Present
    Knoxville, TN
  • 08/2015 → 08/2017
    N/A
    Knoxville, TN
Other Businesses

1) RETIREMENT FINANCIAL SOLUTIONS, LLC DBA BLUE RIDGE WEALTH PLANNERS; INV RELATED:YES; ADDRESS: 9725COGDILL ROAD, SUITE 101 KNOXVILLE, TN 37932; NATURE: RIA AND INSURANCE; POSITION:IAR; START DATE:02/2026; DUTIES: Insurance Agent, Sales, IAR.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-17
  • S65 Uniform Investment Adviser Law Examination
    2025-12-17
Other Names
  • Ben Andrews

View on SEC IAPD

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