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Find Top Financial Advisors in Franklin, 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 Franklin, Tennessee
Last Updated - 18-May-2022

Franklin has 5 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 85 non-vetted advisors in your local area. These financial advisors in Franklin, Tennessee have an average of 14 years of experience.

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

Qualified Financial Advisors in Franklin, Tennessee
Financial Advisor Experience AUM Minimum Assets Fee Structure
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
Gabriel Talley
CFP®
EDELMAN FINANCIAL ENGINES, LLC
109 West Park Suite 120,
Brentwood, TN 37027
21 Not Specified Not Specified Fee-Based
Scott Buell
CMFC®, AIF®, AAMS®, CRPC®
FLAGSHIP FINANCIAL ADVISORS
5200 Maryland Way,
Brentwood, TN 37027
28 300,000,000 Not Specified Fee-Only
Skye Mejia
LPL FINANCIAL
4404 Westlawn Dr,
Nashville, TN 37209
5 $105,000,000 $500,000 Fee-Based

Information on Qualified Financial Advisors in Franklin

Qualifications CRD# 6685737
FirmCRD# 6694
Series 7, 66

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


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
FirmCRD# 6694
Series 4, 7, 24, 31, 53, 66

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


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# 6123199
FirmCRD# 104510

Compensation/Fee Fee-Based


Office Location 109 West Park Suite 120,
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 FirmCRD# 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

Managing wealth since 1995, as a Fee-Only FINANCIAL PLANNER, I am passionate about helping our clients get to and through a successful retirement. To me, nothing is more fulfilling than helping others succeed in their financial goals and giving their families an opportunity to secure a better life. You cant get anywhere in life without a plan. That is why it is my mission to deliver comprehensive, goals-based, fee-only financial planning. It takes a unique perspective to combine all of your assets into one view not just to see them all, but to make sense of them all. I will provide a view not just into your retirement savings, but also Social Security, insurance, estate planning, college, health care - the full picture - all while putting your best interests first as I will always act as a loyal fiduciary. When we meet, we will have conversations about your financial goals and working toward the retirement you want. We'll discuss your overall portfolio and your probability of reaching your retirement goals based on your current approach, as well as the changes you can make to your Social Security claiming strategy, investments, savings rate or expectations that will improve the likelihood of achieving those goals. Designations include: The Accredited Investment Fiduciary® (AIF®) designation which represents a thorough knowledge of and ability to apply the fiduciary Practices. The Chartered Mutual Fund Counselor CMFC, The Chartered Retirement Planning Counselor CRPC and The Accredited Asset Management Specialist AAMS designations through the College for Financial Planning.

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# 6688838
FirmCRD# 6413
Series 7, 66

Compensation/Fee Fee-Based


Office Location 4404 Westlawn Dr,
Nashville,
TN
37209
Phone Number 615-359-1825

Originally from Lafayette, LA, Skye started his career in the financial services industry in 2016 at Merrill Lynch. In late 2020, Skye moved to LPL Financial to better provide his clients more flexibility and opportunity for personalized service and growth. Skye brings a passion for serving clients with a comprehensive approach to wealth management. He strives to simplify the financial complexities for high-net-worth individuals who require a sophisticated level of financial, tax, estate, and education planning, ensuring that they're ready for whatever decisions they may face as they journey throughout their financial lives. Skye earned a B.S. in Finance from Mississippi College where he was a four-year letterman on the golf team. Skye holds Series 7 and 66 FINRA designations. Outside of work, he's an avid golfer, dating back to when he played on his college team.

About LPL Financial

Our clients' needs come first. We are committed to providing the highest quality and objective counsel, customized wealth management solutions, and unparalleled service to every client. In today's complex environment, we add value to the financial decision-making process by utilizing our experience and expertise to guide our clients through the maze of issues facing them and their families. We always strive for excellence in our clients relationships and promise to do our utmost to exceed expectations. We believe that personal relationships are critical to helping clients achieve their goals and improve the overall quality of their lives. We are committed and vow to always act with the greatest of ethics, honesty and integrity for every client. We are dedicated to achieving success for our clients within their stated objectives and risk parameters. We strive for mutually rewarding, long-term relationships and to assist our clients and their families for decades.

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, Insurance Products & Annuities


Top Financial Advisor Firms in Franklin, Tennessee
Firm Name AUM No. of Clients Fee Structure
Southwestern Investment Advisory Services, Inc.
801 Crescent Centre Drive , Suite 600,
Franklin, TN 37067
$4,833,977,046 24840 A percentage of AUM
Fixed fees
Capwealth Advisors, Llc
4031 Aspen Grove Drive , Suite 600,
Franklin, TN 37067
$1,363,347,519 682 A percentage of AUM
Other (ADMINISTRATIVE FEES)
Abound Wealth Management, Llc
317 Main Street , Suite 201,
Franklin, TN 37064
$791,395,172 2390 A percentage of AUM
Hourly charges
Other (FEES FOR SPEAKING ENGAGEMENTS)
Beacon Capital Management, Llc
751 Cool Springs Blvd , Suite 106,
Franklin, TN 37067
$711,978,480 4674 A percentage of AUM
Hourly charges
Fixed fees
Cypress Capital, Llc
436 Main Street , Suite 205,
Franklin, TN 37064
$359,387,124 1211 A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
Cypress Capital Advisors, Llc
436 Main St. , Suite 205,
Franklin, TN 37064
$290,816,864 1110 A percentage of AUM
Hourly charges
Fixed fees
Optivise Advisory Services Llc
109 Holiday Ct , Suite A6,
Franklin, TN 37067
$258,846,649 1691 A percentage of AUM
Hourly charges
Other (SHARE IN FEE PAID TO SUB-ADVISOR, BACK OFFICE CLERICAL AND ADMIN)
Cap Partners, Llc
109 International Drive , Suite 210,
Franklin, TN 37067
$163,980,867 1056 A percentage of AUM
Hourly charges
Other (FLAT FEES)
Greensview Wealth Management
501 Corporate Center Drive , Suite 315,
Franklin, TN 37067
$133,339,227 347 A percentage of AUM
Hourly charges
Fixed fees
Sage Investment Counsel
142 5th Avenue North , Suite A,
Franklin, TN 37064
$128,937,325 147 A percentage of AUM
Fixed fees
Performance Based
Planrock Investments Llc
1850 General George Patton Dr , Suite 205,
Franklin, TN 37067
$28,367,030 83 A percentage of AUM
Fixed fees
Savvyfi
231 Public Square , Suite 300, Pmb 6,
Franklin, TN 37064
$218,269 152 A percentage of AUM
Fixed fees
Hawsgoodwin Wealth
231 Public Square , Suite 300,
Franklin, TN 37064
$0 0 A percentage of AUM
Fixed fees

    List of Additional Advisors in Franklin, Tennessee*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Andy Valentine
    Inquire with Andy
    2000 Meridian Blvd, Suite 290, Franklin, TN  37067 615-764-4486
    Tim Jefferson
    Inquire with Tim
    9045 Carothers Pkwy, Ste 301, Franklin, TN  37067 615-349-2160
    Mike Darnell
    Inquire with Mike
    9045 Carothers Pkwy, Ste 301, Franklin, TN  37067 615-349-2160
    Dave Ferraro
    Inquire with Dave
    9045 Carothers Pkwy, Ste 301, Franklin, TN  37067 615-349-2160
    Heath Larkin
    Inquire with Heath
    9045 Carothers Pkwy, Ste 301, Franklin, TN  37067 615-349-2160
    Raul Miranda
    Inquire with Raul
    9045 Carothers Pkwy, Ste 301, Franklin, TN  37067 615-349-2160
    The Jefferson Group
    Inquire with Jefferson
    9045 Carothers Pkwy, Ste 301, Franklin, TN  37067 615-349-2160
    Tony Boykin
    Inquire with Tony
    751 Cool Springs Blvd, Ste 200, Franklin, TN  37067 615-771-5278
    Joe Creecy
    Inquire with Joe
    751 Cool Springs Blvd, Ste 200, Franklin, TN  37067 615-771-5278
    Vance Lahey
    Inquire with Vance
    751 Cool Springs Blvd, Ste 200, Franklin, TN  37067 615-771-5278
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