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Find Top Financial Advisors in Brentwood, Tennessee

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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.

Finding the Top Financial Advisor in Brentwood, Tennessee
Last Updated - 23-Nov-2022

Brentwood has 5 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 32 non-vetted advisors in your local area. These financial advisors in Brentwood, Tennessee have an average of 19 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
Gabriel Talley
CFP®
EDELMAN FINANCIAL ENGINES, LLC
12 Cadillac Drive, Suite 450,
Brentwood, TN 37027
21 Not Specified Not Specified Fee-Based
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®
SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC.
801 Crescent Centre Dr. Suite 600,
Franklin, TN 37067
4 Not Specified Not Specified Fee-Based
Katie Centofonti
CFP®
SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC.
801 Crescent Centre Dr. Suite 600,
Franklin, TN 37067
15 Not Specified Not Specified Fee-Based
Nick Palmer
CRPC®
PALMER WEALTH PLANNING
Serving Middle Tennessee.,
Nashville, TN 37209
5 Not Specified $100K+ Fee-Only

Information on Qualified Financial Advisors in Brentwood

Qualifications CRD# 6123199
Firm CRD# 104510

Compensation/Fee Fee-Based


Office Location 12 Cadillac Drive, Suite 450,
Brentwood,
TN
37027
Phone Number 615-628-3204

I enjoy finding outside-the-box solutions to my clients' financial situations and thrive off the "aha" moment that occurs when clients gain an understanding of the financial planning process. I love spending time with my wife, Pamela; our three kids, Caroline, Cooper and Benjamin; and our two dogs, Jax and Teddy. When I'm not in the office, you will find us strolling around local parks and spending time outdoors.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


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

About Flagship Financial Advisors

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 Southwestern Investment Group, 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.

About Southwestern Investment Advisory Services, Inc.

Southwestern Investment Group 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# 4986815
Firm CRD# 6694
Series 4, 7, 24, 31, 53, 66

Compensation/Fee Fee-Based, Commissions, Based on Assets


Office Location 801 Crescent Centre Dr. Suite 600,
Franklin,
TN
37067
Phone Number 615-861-6121

"Katie grew up in a small town in Vermont but moved to Tampa, Florida after graduating high school to attend the University of South Florida where she obtained degrees in Marketing and Management. She went on to earn her MBA from the University of Florida. After college, in 2006, Katie started working for Raymond James in their corporate office located in St. Petersburg, FL. Katie moved to Nashville in 2013 to join Southwestern Investment Group. Outside of work, Katie enjoys spending time with her partner, Joe and their daughter, Jessie(born March 2020). She also loves to run, practice yoga and eat chocolate."

About Southwestern Investment Advisory Services, Inc.

Southwestern Investment Group 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.

About Palmer Wealth Planning

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

    List of Additional Advisors in Brentwood, Tennessee*

    * 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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