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Find Top Financial Advisors in Nashville, Tennessee

Nashville, Tennessee, also known as Music City for being the home to country music, is the capital of Tennessee and the most populated city in the state. Nashville is considered one of the best places for working professionals with its numerous and diverse business opportunities. It has a cost of living 3% lower than the national average. So, it may be a good idea to have an experienced financial advisor by your side to guide you towards a more secure financial future. Connecting with a vetted fiduciary financial advisor, out of the more than 900 advisors in Nashville, that takes your specific financial goals into consideration may be a bit daunting. At WiserAdvisor it is our mission to match people like you to vetted experienced financial advisors that work for what's best for you and your financial 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. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Nashville, Tennessee.

Finding the Top Financial Advisor in Nashville, Tennessee

Last Updated - 02-Jun-2023

Nashville has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 121 non-vetted advisors in your local area. These financial advisors in Nashville , Tennessee have an average of 29 years of experience.

NOTE: The list of vetted financial advisors in Nashville , 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 Nashville, Tennessee.

Qualified Financial Advisors in Nashville, Tennessee

Financial Advisor Experience AUM Minimum Assets Fee Structure
Nick Palmer
CFP®, CRPC®
PALMER WEALTH PLANNING
Serving Middle Tennessee.,
Nashville, TN 37209
6 Years Not Specified $0 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
Travis Anderson
TBH GLOBAL ASSET MANAGEMENT LLC
125 3rd Avenue North,
Franklin, TN 37064
Not Disclosed Not Specified $250,000 Not Specified

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Information on Qualified Financial Advisors in Nashville, Tennessee

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

Compensation/Fee Fee-Based, 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.

About Palmer Wealth Planning

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-based 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 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

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 Firm CRD# 145536
Series 65

Compensation/Fee Based on Assets


Office Location 125 3rd Avenue North,
Franklin,
TN
37064
Phone Number 615-465-6397

About TBH Global Asset Management LLC

TBH Global Asset Management LLC

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


Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
AB PRIVATE CREDIT INVESTORS LLC
501 Commerce Street, Nashville, TN 37203
0 14 $4,898,000,000
A percentage of AUM, Fixed fees, Performance Based
DISCIPLINA CAPITAL MANAGEMENT, LLC
1033 Demonbreun Street, Suite 300, Nashville, TN 37203
7 42 $1,644,378,868
A percentage of AUM, Fixed fees
LEE DANNER & BASS INC
3100 West End Avenue, Suite 1250, Nashville, TN 37203
12 893 $1,475,356,161
A percentage of AUM
AB BROADLY SYNDICATED LOAN MANAGER LLC
501 Commerce Street, Nashville, TN 37203
1 3 $1,311,000,000
A percentage of AUM
COURAGE CAPITAL MANAGEMENT, LLC
4400 Harding Road, Suite 503, Nashville, TN 37205
16 9 $1,018,408,475
A percentage of AUM, Performance Based
AB CUSTOM ALTERNATIVE SOLUTIONS LLC
501 Commerce Street, Nashville, TN 37203
1 4 $721,000,000
A percentage of AUM, Fixed fees, Performance Based
WILEY BROS.-AINTREE CAPITAL, LLC
40 Burton Hills Blvd, Suite 350, Nashville, TN 37215
52 1612 $689,963,741
A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Commision Based, Performance Based, Other (TRANSACTION FEE, 12B-1)
12TH STREET ASSET MANAGEMENT
102 Woodmont Blvd., Suite 460, Nashville, TN 37205
4 552 $546,103,023
A percentage of AUM, Performance Based
KRAFT ASSET MANAGEMENT, LLC
555 Great Circle Road, Nashville, TN 37228
7 565 $432,987,620
A percentage of AUM, Hourly charges, Fixed fees
LAFFER TENGLER INVESTMENTS, INC.
103 Murphy Court, Nashville, TN 37203
15 552 $387,486,380
A percentage of AUM, Hourly charges, Fixed fees
DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC
3102 West End Ave, Suite 400, Nashville, TN 37203
2 466 $135,520,085
A percentage of AUM, Hourly charges, Fixed fees
ALLIANCEBERNSTEIN HOLDING L.P.
501 Commerce Street, Nashville, TN 37203
0 0 $0
Other (SEE SCHEDULE D, MISCELLANEOUS)
ALLIANCEBERNSTEIN CORPORATION
501 Commerce Street, Nashville, TN 37203
0 0 $0
Other (SEE SCHEDULE D, MISCELLANEOUS)
HILLSBORO ADVISORS, LLC
40 Burton Hills Blvd, Suite 350, Nashville, TN 37215
2 0 $0
Other (NONE)
AJ ADVISORS
2726 Larmon Drive, Nashville, TN 37204
3 0 $0
A percentage of AUM, Hourly charges, Fixed fees

    List of Additional Advisors in Nashville, Tennessee*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    30 Burton Hills Blvd, Suite 250, Nashville, TN  37215 615-665-4725
    3102 West End Ave, Ste 200, Nashville, TN  37203 615-269-2410
    3102 West End Ave, Ste 200, Nashville, TN  37203 615-298-6549
    3102 West End Ave, Ste 200, Nashville, TN  37203 615-269-2415
    3102 West End Ave, Ste 200, Nashville, TN  37203 615-298-6544
    3102 West End Ave, Ste 200, Nashville, TN  37203 615-269-2411
    3102 West End Ave, Ste 200, Nashville, TN  37203 615-298-6502
    30 Burton Hills Blvd, Suite 250, Nashville, TN  37215 615-665-2882
    204 LaVista Drive, Nashville, TN  37215 615-256-3807
    1900 Church St., Suite 300, Nashville, TN  37203 877-884-0232

      Frequently Asked Questions

      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.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

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      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

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