Find Top Financial Advisors in Hendersonville, 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 Hendersonville, Tennessee
Last Updated - 23-Mar-2023

Hendersonville has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 18 non-vetted advisors in your local area. These financial advisors in Hendersonville, Tennessee have an average of 4 years of experience.

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

Qualified Financial Advisors in Hendersonville, Tennessee
Financial Advisor Experience AUM Minimum Assets Fee Structure
Nick Palmer
Serving Middle Tennessee.,
Nashville, TN 37209
5 Not Specified $100K+ Fee-Only
Jordan Wedell
801 Crescent Centre Dr. Suite 600,
Franklin, TN 37067
4 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Hendersonville

Qualifications CRD# 6774451
Firm CRD# 313374
Series 7, 66

Compensation/Fee Fee-Only, Flat Fee, Based on Assets

Office Location Serving Middle Tennessee.,
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.

About Palmer Wealth Planning

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-only 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

Qualifications CRD# 6685737
Firm CRD# 6694
Series 7, 66

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

Office Location 801 Crescent Centre Dr. Suite 600,
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 SageSpring, 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 SageSpring Wealth Partners

SageSpring Wealth Partners 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.

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

Firm Name AUM No. of Clients Fee Structure
181 East Main St. Suite #7,
Hendersonville, TN 37075
$104,922,302 936 A percentage of AUM

    List of Additional Advisors in Hendersonville, Tennessee*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Guided Wealth Financial Partners, LLC
    Inquire with Guided
    132 Maple Row Ste. 440, Hendersonville, TN  37075 615-570-2434
    TN Insurance Depot
    Inquire with TN
    394 West Main Street, Suite A13, Hendersonville, TN  37075 615-829-8989
    Homewell East Nashville
    Inquire with Homewell
    177 E. Main St., Suite 6, Hendersonville, TN  37075 615-622-9360
    Eric Berner, Financial Advisor
    Inquire with Eric
    100 Bluegrass Commons Blvd, Suite 2100, Hendersonville, TN  37075 615-490-7052
    Allstate Personal Financial Representative: Matthew Phillips
    Inquire with Allstate
    165 Indian Lake Blvd, Hendersonville, TN  37075 615-338-0018
    Wood Financial Group
    Inquire with Wood
    181 East Main Street, Suite 7, Hendersonville, TN  37075 615-826-5749
    Zettergren Financial Group
    Inquire with Zettergren
    100 Bluegrass Commons Boulevard, Suite 2165, Hendersonville, TN  37075 615-822-4780
    Edward Jones
    Inquire with Edward
    125 Saundersville Rd, Suite 124, Hendersonville, TN  37075 615-826-9655
    Edward Jones
    Inquire with Edward
    100 Bluegrass Commons Blvd, Ste 105, Hendersonville, TN  37075 615-431-2947
    Edward Jones
    Inquire with Edward
    311 East Main, Suite 1, Hendersonville, TN  37075 615-824-8398
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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.

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      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.

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      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?