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Flagship Financial Advisors

Tel: 615-823-2233
5200 Maryland Way
Suite 202
Brentwood, TN 37027
Flagship Financial Advisors | Financial Advisor in Brentwood ,TN

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.

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General Information

Firm Start Year:   2019
No.of Employees:   5-9
Name of Custodial Firm:   Charles Schwab and Fidelity
Work Experience:   Over 52 Years of combined experience to guide clients puts us in a position to impact lives on a daily basis.  Impacting lives & that is why we love our role.
Work with the following types of clients:   Individual Investors, Businesses, Non-Profit Organizations
Advisory Services Provided:   Portfolio Management, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Planning

Services

Investment Types:   Exchange Traded Funds (ETFs), Bonds, Options & Futures, Alternative Investments, Stocks, Mutual Funds
Can meet clients in the following ways:   Your Home, Our Office, Via Phone, Via Email, Your Office, Video Conference, Our Offices

Firm Information

Firm's Number of Clients:   400
Firm's Number of Planning Clients:   400
Firm's Number of Managed Clients:   400

Compensation and Fees

Fee Structure:   Fee-Only
Compensation Methods:   Flat Fee

Disclosures

Our firm adheres to the FIDUCIARY STANDARD. This means we are legally and ethically held to giving our clients advice that is in their best interest. Investment advice offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor DBA Flagship Financial Advisors.

Compliance

Registered Investment Advisor:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

Mon. 8:30 AM - 5:00 PM
Tue. 8:30 AM - 5:00 PM
Wed. 8:30 AM - 5:00 PM
Thu. 8:30 AM - 5:00 PM
Fri. 8:30 AM - 4:00 PM

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