Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
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.
Franklin
has
3
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
89
non-vetted advisors in your local area. These financial advisors in
Franklin
,
Tennessee
have an average of
29
years of experience.
NOTE: The list of vetted financial
advisors in
Franklin
,
Tennessee
mentioned below does 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
Franklin, Tennessee.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| Not Disclosed | Not Specified | $250,000 | Not Specified | |
|
Flagship Financial Advisors
CMFC®, CRPC®, AAMS®, AIF® FLAGSHIP FINANCIAL ADVISORS 5200 Maryland Way, Suite 202, Brentwood, TN 37027 |
52 Years | Not Specified | $50,000 | Fee-Only |
| 6 Years | Not Specified | $0 | Fee-Based |
Qualifications
Firm CRD# 145536
Series 65
Compensation/Fee Based on Assets
Office Location
125 3rd Avenue North,
Franklin,
TN
37064
Phone Number
615-465-6397
At TBH, in Franklin, TN, our team lives in the community we serve Williamson County, Tennessee. We take pride in being a locally owned and operated firm, and we develop relationships that last for generations. We like to earn the privilege of those long-term relationships. Our clients' interests come first, and every relationship is treated as a partnership. Our goal with each client who walks through our door is to identify risks and surpass their financial expectations and goals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
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# 6774451
Firm CRD# 313374
Series 7, 66
Compensation/Fee Fee-Based, 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-based 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
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
SOUTHWESTERN INVESTMENT ADVISORY SERVICES, LLC
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067 |
80 | 24840 | $4,833,977,046 | A percentage of AUM, Fixed fees
|
| 15 | 682 | $1,363,347,519 | A percentage of AUM, Other (ADMINISTRATIVE FEES)
|
|
| 19 | 2390 | $791,395,172 | A percentage of AUM, Hourly charges, Other (FEES FOR SPEAKING ENGAGEMENTS)
|
|
| 30 | 4674 | $711,978,480 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 11 | 1211 | $359,387,124 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees
|
|
| 5 | 1110 | $290,816,864 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 24 | 1691 | $258,846,649 | A percentage of AUM, Hourly charges, Other (SHARE IN FEE PAID TO SUB-ADVISOR, BACK OFFICE CLERICAL AND ADMIN)
|
|
| 12 | 1056 | $163,980,867 | A percentage of AUM, Hourly charges, Other (FLAT FEES)
|
|
| 5 | 347 | $133,339,227 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 4 | 147 | $128,937,325 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 3 | 83 | $28,367,030 | A percentage of AUM, Fixed fees
|
|
| 3 | 152 | $218,269 | A percentage of AUM, Fixed fees
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 2000 Meridian Blvd, Suite 290, Franklin, TN 37067 | 615-764-4486 | |
| 9045 Carothers Pkwy, Ste 301, Franklin, TN 37067 | 615-349-2160 | |
| 9045 Carothers Pkwy, Ste 301, Franklin, TN 37067 | 615-349-2160 | |
| 9045 Carothers Pkwy, Ste 301, Franklin, TN 37067 | 615-349-2160 | |
| 9045 Carothers Pkwy, Ste 301, Franklin, TN 37067 | 615-349-2160 | |
| 9045 Carothers Pkwy, Ste 301, Franklin, TN 37067 | 615-349-2160 | |
| 9045 Carothers Pkwy, Ste 301, Franklin, TN 37067 | 615-349-2160 | |
| 751 Cool Springs Blvd, Ste 200, Franklin, TN 37067 | 615-771-5278 | |
| 751 Cool Springs Blvd, Ste 200, Franklin, TN 37067 | 615-771-5278 | |
| 751 Cool Springs Blvd, Ste 200, Franklin, TN 37067 | 615-771-5278 |
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?
