Find Top Financial Advisors in Cookeville, 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 Cookeville, Tennessee
Last Updated - 21-Sep-2022

Cookeville has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 7 non-vetted advisors in your local area. These financial advisors in Cookeville, Tennessee have an average of 36 years of experience.

NOTE: The list of financial advisors in Cookeville, 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 Cookeville, Tennessee.

Qualified Financial Advisors in Cookeville, Tennessee
Financial Advisor Experience AUM Minimum Assets Fee Structure
Gabriel Talley
12 Cadillac Drive, Suite 450,
Brentwood, TN 37027
21 Not Specified Not Specified Fee-Based
Flagship Financial Advisors
5200 Maryland Way,
Suite 202,
Brentwood, TN 37027
52 Not Specified Not Specified Fee-Only

Information on Qualified Financial Advisors in Cookeville

Qualifications CRD# 6123199
Firm CRD# 104510

Compensation/Fee Fee-Based

Office Location 12 Cadillac Drive, Suite 450,
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,
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

Top Financial Advisor Firms in Cookeville, Tennessee (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Compass Advisory Partners Llc
480 One Eleven Place,
Cookeville, TN 38056
$303,939,129 1436 A percentage of AUM
Hourly charges
Cravens & Company Wealth Management
1080 Interstate Drive,
Cookeville, TN 38501
$192,454,621 524 A percentage of AUM
Fixed fees
Retirement Specialty Group, Inc.
1125 Perimeter Park Drive , Suite 301,
Cookeville, TN 38501
$46,211,568 321 A percentage of AUM
Fixed fees

    List of Additional Advisors in Cookeville, Tennessee*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Cookeville,TN Branch Office
    Inquire with Cookeville,TN
    115 North Washington Avenue, Cookeville, TN  38501 931-528-5426
    Lawrence Taylor
    Inquire with Lawrence
    115 North Washington Avenue, Cookeville, TN  38501 931-520-5513
    Steve Boots
    Inquire with Steve
    115 North Washington Avenue, Cookeville, TN  38501 931-520-5534
    WillowPointe Wealth Management
    Inquire with WillowPointe
    115 North Washington Avenue, Cookeville, TN  38501 931-520-5513
    Edward Jones
    Inquire with Edward
    480 Neal Street, Ste 103, Cookeville, TN  38501 931-526-2565
    Edward Jones
    Inquire with Edward
    480 Neal Street, Ste 103, Cookeville, TN  38501 931-526-2565
    Edward Jones
    Inquire with Edward
    144 S Washington Avenue, Cookeville, TN  38501 931-526-3171
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?