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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 - 27-Jun-2022

Hendersonville has 4 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 17 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
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,
Suite 202,
Brentwood, TN 37027
28 300,000,000 Not Specified Fee-Only
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

Information on Qualified Financial Advisors in Hendersonville

Qualifications CRD# 6123199
Firm CRD# 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 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

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# 6685737
Firm CRD# 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
Firm CRD# 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.


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
102 A Glen Oak Blvd, Suite 40, 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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