There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Brentwood
has
3
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
33
non-vetted advisors in your local area. These financial advisors in
Brentwood, Tennessee
have an average of
20
years of experience.
NOTE: The list of financial
advisors in
Brentwood, Tennessee
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Brentwood, Tennessee.
Qualified Financial Advisors in Brentwood, Tennessee | ||||
---|---|---|---|---|
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
Flagship Financial Advisors
CMFC®, CRPC®, AAMS®, AIF® FLAGSHIP FINANCIAL ADVISORS 5200 Maryland Way, Suite 202, Brentwood, TN 37027 |
52 | Not Specified | Not Specified | Fee-Only |
Jordan Wedell
CFP® SAGESPRING WEALTH PARTNERS 801 Crescent Centre Dr. Suite 600, Franklin, TN 37067 |
4 | Not Specified | Not Specified | Fee-Based |
Nick Palmer
CRPC® PALMER WEALTH PLANNING Serving Middle Tennessee., Nashville, TN 37209 |
5 | Not Specified | $100K+ | Fee-Only |
Qualifications
Firm CRD# 283816
Series 6, 7, 31, 65, 66
Compensation/Fee Fee-Only, Flat Fee
Office Location
5200 Maryland Way,
Suite 202,
Brentwood,
TN
37027
Phone Number
615-823-2233
Achievement and success often come with financial complexity. The Flagship Financial team can help simplify your financial life so you can live the life you envision. Our fact-based personalized investing approach, planning and management experience, and independence bring control and accountability to the entire relationship to better prepare you to weather surprises and minimize volatility. Using over Flagship Financial Advisors 50 Years of combined experience to guide through those challenges puts us in a position to impact lives on a daily basis. Impacting lives & that is why we love our role. The formulation of Flagship Financial Advisors was driven by the teams desire to provide clients the best financial solutions for their situations. We are honored to work with Trusted Partners, an exceptional clientele, fostering long-term relationships - built on trust, communication and mutual respect. Our coordinated approach is opposite of how most of the industry works. As FIDUCIARIES, we are legally bound to act in your best interests. And that's NOT the norm.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 6685737
Firm CRD# 6694
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
801 Crescent Centre Dr. Suite 600,
Franklin,
TN
37067
Phone Number
615-861-3510
Since he was in middle school, Jordan knew exactly what he wanted to do when he grew up – become a Financial Advisor. Jordan is an extremely sharp, customer service focused financial planning professional and has received his Series 7 and Series 66 licenses and Life and Accident/ Health Insurance license. In addition to these required licenses, Jordan has also earned the CFP®, CERTIFIED FINANCIAL PLANNER™ designation. Jordan graduated in Lexington, KY from the University of Kentucky and has called Nashville home since 2012. He is originally from Chicago, IL, and has had the fortune of growing up in a family of advisors with both his brother, father, and close family friend as mentors, each running top practices the Chicagoland area. They continue to inspire his passion for helping others, as well as his admiration for the service Financial Advisors help provide in the lives of their clients. In the early years of his career, Jordan was mentored by a handful of the largest and most successful financial advisors in the Raymond James network. During this time, he was responsible for coordinating complex planning strategies and processes for well over 200 financial plans. Prior to joining SageSpring, Jordan made a strategic decision to begin his career as an entrepreneur. Over several years he helped build and grow several early stage businesses, most notably launching a disruptive travel service, the North American sales and marketing headquarters for a European corporation, as well as doubling the revenue of an established corporation in less than two months. Jordan draws from that experience and is known for his forward-thinking initiatives, attention to detail, passion for reaching others hearts, and resourceful solutions in support of his clients’ goals.
SageSpring Wealth Partners operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.
Qualifications
CRD# 6774451
Firm CRD# 313374
Series 7, 66
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
Serving Middle Tennessee.,
Nashville,
TN
37209
Phone Number
615-578-1800
Nick Palmer is an independent financial advisor based in Nashville, TN. He and his wife, Ellie, are both Nashville natives and met in the 5th grade. Nick's passion is to develop personalized strategies to help his clients live their best lives. Having spent his first 4 years in the industry with Edward Jones Investments, Nick founded Palmer Wealth Planning LLC to provide clients with unbiased, personalized advice. We are focused strictly on helping you, your family and your business.
Palmer Wealth Planning LLC "PWP" is a boutique family wealth management firm based in Nashville, TN. PWP is a registered investment advisor offering advisory services in the State of Tennessee and in other jurisdictions where exempted. Founded in 2021 as a fee-only firm, PWP and its advisors serve as a fiduciaries to their clients.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Top Financial Advisor Firms in Brentwood, Tennessee (Ranked by AUM) |
|||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
THOROUGHBRED FINANCIAL SERVICES, LLC
5110 Maryland Way, Suite 300, Brentwood, TN 37027-7508 |
$2,926,834,220 | 5944 |
A percentage of AUM Fixed fees Commision Based |
LBMC INVESTMENT ADVISORS, LLC
201 Franklin Road , Suite 400, Brentwood, TN 37027 |
$1,896,867,329 | 1466 |
A percentage of AUM Fixed fees |
PONDER INVESTMENT CO
10 Cadillac Drive , Suite 120, Brentwood, TN 37027 |
$1,561,429,908 | 44 |
A percentage of AUM |
VIRTUE CAPITAL MANAGEMENT, LLC
6 Cadillac Dr. , Suite 310, Brentwood, TN 37027 |
$1,071,516,782 | 7987 |
A percentage of AUM Hourly charges Fixed fees |
SEVEN SPRINGS WEALTH GROUP, LLC
340 Seven Springs Way , Suite 710, Brentwood, TN 37027-4536 |
$664,410,221 | 985 |
A percentage of AUM Fixed fees |
TRANQUILITY PARTNERS, LLC
5214 Maryland Way , Suite 405, Brentwood, TN 37027 |
$458,199,712 | 588 |
A percentage of AUM |
PRUDENT STREET FINANCIAL ADVISORS, LLC
104 Continental Place , Suite 100, Brentwood, TN 37027 |
$310,078,716 | 322 |
A percentage of AUM Hourly charges Fixed fees |
PREMIER PRIVATE WEALTH, LLC
112 Westwood Place , Suite 310, Brentwood, TN 37027 |
$299,264,114 | 486 |
A percentage of AUM Hourly charges Fixed fees |
TAYLOR SECURITIES, INC.
100 Winners Circle , Suite 400, Brentwood, TN 37027 |
$286,771,526 | 336 |
A percentage of AUM |
CALDWELL ADVISORS, LLC
5210 Maryland Way , Ste 202, Brentwood, TN 37027 |
$232,609,171 | 835 |
A percentage of AUM Hourly charges Fixed fees |
LUKEN INVESTMENT ANALYTICS, LLC
136 Frierson Street, Brentwood, TN 37027 |
$228,979,564 | 401 |
A percentage of AUM Subscription fees Other (CONSULTING FEES) |
J. MARK NICKELL & CO.
109 Westpark Drive , Suite 350, Brentwood, TN 37027 |
$125,412,585 | 165 |
A percentage of AUM Hourly charges Fixed fees |
ROBINSON INVESTMENT GROUP INC
5301 Virginia Way Ste 150, Brentwood, TN 37027 |
$47,481,989 | 100 |
A percentage of AUM Fixed fees |
SUMMIT CAPITAL SOLUTIONS LLC
6 Cadillac Drive , Suite 310, Brentwood, TN 37027 |
$0 | 0 |
A percentage of AUM |
QUANTS COMPETE
785 Old Hickory Blvd , Suite 301, Brentwood, TN 37027 |
$0 | 0 |
A percentage of AUM Fixed fees |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
Ascension Financial Partners Inquire with Ascension |
216 Centerview Drive, Suite 222, Brentwood, TN 37027 | 615-377-6254 |
Whit Smith Inquire with Whit |
213 Overlook Cir, Ste A2, Brentwood, TN 37027 | 615-234-7526 |
Bruce Shahan Inquire with Bruce |
213 Overlook Cir, Ste A2, Brentwood, TN 37027 | 615-234-7526 |
Clyde Allen Inquire with Clyde |
1616 Westgate Cir, Brentwood, TN 37027 | 615-844-6172 |
George Forbis Inquire with George |
1616 Westgate Cir, Brentwood, TN 37027 | 615-844-6126 |
Gregory Younger Inquire with Gregory |
213 Overlook Cir, Ste A2, Brentwood, TN 37027 | 615-234-7530 |
Gary Thomas Ward Inquire with Gary |
1616 Westgate Cir, Brentwood, TN 37027 | 615-771-7717 |
Henderson Financial Group, Inc. Inquire with Henderson |
5409 Maryland Way, Suite 300, Brentwood, TN 37027 | 615-386-9141 |
Penn Mutual Music City Inquire with Penn |
214 Overlook Circle, Suite 120, Brentwood, TN 37027 | 615-846-3322 |
Standley Financial Group Inquire with Standley |
1804 Williamson Court, Suite 207, Brentwood, TN 37027 | 615-221-4666 |
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