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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
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.
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
CRPC® PALMER WEALTH PLANNING Serving Middle Tennessee., Nashville, TN 37209 |
5 | Not Specified | $100K+ | Fee-Only |
| Jordan Wedell
CFP® SAGESPRING WEALTH PARTNERS 801 Crescent Centre Dr. Suite 600, Franklin, TN 37067 |
4 | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 6774451
Firm CRD# 313374
Series 7, 66
Compensation/Fee Fee-Only, 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-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,
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 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.
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 |
| KEY CAPITAL MANAGEMENT, INC.
181 East Main St. Suite #7, Hendersonville, TN 37075 |
$104,922,302 | 936 |
A percentage of AUM |
* 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 |
Grow your AUM with pre-qualified leads!
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