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Portfolio Size of 100K and
above
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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
4
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
91
non-vetted advisors in your local area. These financial advisors in
Franklin,
Tennessee
have an average of
25
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 | |
| 11 Years | $205,000,000 | $100,000 | Fee-Based | |
|
Randy Whitman
CLU®, RICP®, CFP®, ChFC® INSIGHT ALLIANCE 109 Westpark Drive Suite 150, Brentwood, TN 37027 |
13 Years | $0 | $25,000 | Fee-Based |
|
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 |
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
CRD# 5692581
Firm CRD# 6413
Series 7, 24, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
3401 Mallory Lane Ste 100,
Franklin,
TN
37067
Phone Number
619-729-4949
Jake has been a licensed financial advisor with LPL Financial since 2012. He is a CFA® charterholder as well as a Certified Financial Planner (CFP®). His financial practice is built around 3 generations and 40+ years of wealth management. While Jake's main focus is serving clients in the Nashville and San Diego area, he now assists nearly 200 clients across 16 states. Jake currently lives in the Nashville area with his wife and 4 boys. He differentiates himself by offering personalized investment management and striving to provide a unique unmatched client experience.
We bring over 45 years of experience assisting clients in developing strategies with the goal of creating, building, and sustaining wealth over time. We provide the most personal service available, thus earning a reputation for excellence in our community. Our investment strategies provide you with access to a large variety of well known companies. Our company is based on the principle that education and understanding of your current financial situation is vital to make successful prudent decisions.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management
Qualifications
CRD# 5238356
Firm CRD# 46173
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
109 Westpark Drive Suite 150,
Brentwood,
TN
37027
Phone Number
615-902-3647
Randy Whitman is the co-founder of Insight Alliance. Randy is a native of Nashville graduating from Hume-Fogg High School and graduate of Harding University. Randy uses his unique relational skills to uncover what his clients deeply value and applies a strategic financial process to each person's life. His clients enjoy a financial strategy confident that they have a representative in their financial decisions, clear about where their assets are taking them, and capable to achieve their dreams and objectives. Randy's greatest skill is fully understanding what each client desires and aligning those values to their financial life. He helps his clients on a variety of financial matters including business and estate planning, tax strategies, retirement income planning and investment planning. Randy develops strategies to help lead individuals and families into financial confidence as efficiently and effectively as possible. Randy lives in Nashville with his wife Beth and their two daughters Abby and Ainsley. Randy is active in his church community. In his leisure, he enjoys visiting Walt Disney World as often as possible. Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA #0G76338, AR #8816141
Wealth management is much more than managing your investments. It involves planning and preparing for your most precious life goals. Our wealth management process can help you determine what is really important to you. Whether it is building a prosperous retirement, building a legacy for your loved ones or simply generating wealth, your goals are unique to you. How successful you are in achieving your goals will depend on your investment strategy and the people you trust to implement it. Our team of professionals at Insight Alliance can help you achieve your dreams and goals with a balanced wealth management approach. Wealth management is about getting organized and designing an effective financial strategy. Keeping up with an ever changing financial landscape can be challenging, as personal financial information is spread among financial advisers, institutions and accounts. Insight Alliance will guide you through the labyrinth of options, introducing you to every platform design available, while giving you a complete understanding of each plan offering.
Advisory Services Provided:
Portfolio Management, Financial Advice & Consulting, Financial Planning for Businesses
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
| 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 |
To find a list of registered financial advisors in Tennessee, you can utilize our Tennessee advisor directory as the majority of advisors listed there provide a range of services, such as retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. The specific services that an advisor offers may depend on their area of expertise, so it's important to find an advisor whose services align with your needs and financial goals. Additionally, you may use the WiserAdvisor free match tool to connect with 2-3 registered and vetted financial advisors matched to your specific financial needs and objectives.
To check if a financial advisor in Tennessee has any disciplinary actions or complaints filed against them, you can use the Financial Industry Regulatory Authority's (FINRA) BrokerCheck tool. This tool enables individuals to complete a thorough background check on financial professionals like brokers, brokerage firms, financial advisors, investment advisors, advising firms, etc. The detailed information provided through BrokerCheck includes their employment history, certifications, licenses, and active or past violations within the last ten years so that you can make an informed decision while hiring an advisor. We recommend using this guide to know how to use BrokerCheck to evaluate a financial advisor’s credentials.
During the initial consultation with a potential financial advisor in Tennessee, it's recommended to ask them about their experience, areas of expertise, investment philosophy, fee and compensation methods, and their approach to financial planning. You should also ask about their fiduciary duty, which means they are legally and ethically bound to act in your best interests. It's important to choose an advisor who communicates clearly and transparently and whose values align with your own. To further understand if a financial advisor is best suited to your financial needs, consider using the following 10 Key Questions You Should Ask Your Financial Advisor.
The cost of hiring a financial advisor in Tennessee varies depending on the advisor's experience, services, and fee structure. Some advisors charge a percentage of assets under management, ranging from approx. 1.02% or a fixed rate of approx. $7,500 and above. Meanwhile, other advisors charge an hourly rate, fee-based, or solely earn a commission from financial product sales. It's important to understand the advisor's fee structure and any potential conflicts of interest before engaging in their services. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.
When choosing a financial advisor in Tennessee, look for some common credentials like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Financial Consultant (ChFC). These designations indicate that the advisor has undergone certified training in the field as a financial advisor and is committed to keeping your best interests a priority. To ensure you are making an informed decision while picking an advisor, explore the 6 common financial advisor certifications you need to know. To further explore the various credentials an advisor can hold, read more about advisor designations.
By working with an advisor who specializes in providing wealth management services, you can receive assistance in achieving your financial goals through personalized and comprehensive financial planning. The advisor can work closely with you to set clear objectives and devise a tailored financial plan encompassing investment management, tax planning, and risk management strategies. They also will regularly review and adjust the plan to accommodate changing circumstances and market conditions. To further explore how financial advisors listed on our directory for the state of Tennessee can support you, learn more about the different types of financial advisors and their areas of expertise.
Yes, Tennessee residents have access to a range of retirement planning strategies and/or options. They can participate in employer-sponsored plans like 401(k)s or 403(b)s, Roth IRAs, and state pension plans. Additionally, Tennessee residents can benefit from Social Security benefits, annuities, Health Savings Accounts (HSAs), and diverse investment accounts to further enrich retirement plans. If you are seeking to learn more about how a financial advisor can help in tailoring retirement strategies that align with your personal circumstances and state-specific regulations to secure your financial future in retirement, learn more about why you should hire a retirement advisor.
To determine the ideal retirement age and the timeline for your financial situation in Tennessee, several factors should be considered. Begin by assessing your current financial health, including savings, investments, and any employer-sponsored retirement plans. You also want to consider your anticipated Social Security benefits, desired lifestyle in retirement and expenses, and factors regarding your health and family longevity. To learn more about how to ensure your retirement is aligned with your financial capabilities and aspirations, learn more about the 6 important factors to assess your retirement readiness.
When choosing a financial advisor in Tennessee, you should consider factors including qualifications, years of relevant experience, method of compensation, and services offered. Additionally, it's important to ensure that an advisor has the necessary licenses and registrations with trusted regulatory organizations such as the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Tennessee State Securities Board. To learn more, read the guide on how to use FINRA's BrokerCheck tool to evaluate a financial advisor’s credentials.
When working with a financial advisor in Tennessee you can expect personalized guidance in managing your finances, setting goals, and creating a comprehensive financial plan. They will provide objective advice and help you navigate complex financial matters. Additionally, they will assist you in making informed investment decisions to optimize your financial well-being and strive to help you achieve your financial objectives. If you are considering working with a financial advisor, read more to explore what a financial advisor can do for you.
A retirement planning advisor in Tennessee can provide valuable guidance on optimizing your Social Security benefits by analyzing your unique financial situation. They can help you determine the most advantageous age to start claiming benefits based on factors such as your expected lifespan, other sources of income, and individual goals. They'll consider how working during retirement and potential tax implications might impact your benefits. Through careful analysis and personalized strategies, they can assist you in making informed decisions that maximize your Social Security benefits over the long term. To learn more about how you can further benefit from the help of a retirement planner, explore why you should hire a retirement advisor.
Yes, a financial advisor can help you create a comprehensive retirement income plan that considers your investments, pensions, and various income sources, tailored to Tennessee's specific financial landscape. They'll analyze your current financial situation, assess your retirement goals, and provide strategies to optimize income generation, manage taxes, and ensure long-term financial security, all while adhering to state-specific regulations and considerations.
How often you should meet with your financial advisor may depend on your specific financial situation and goals. For complex finances, you may need to meet with your financial advisor weekly or monthly, while for those with regular income and simpler investments, quarterly or annual meetings may be enough. Your advisor can assist in determining the suitable meeting frequency based on your circumstances. Read on to learn more about how often you should meet with your advisor.
