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.
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.
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
---|---|---|---|---|
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 |
Not Disclosed | Not Specified | $250,000 | Not Specified |
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.
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
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
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
Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
---|---|---|---|---|
0 | 14 | $4,898,000,000 | A percentage of AUM, Fixed fees, Performance Based
|
|
7 | 42 | $1,644,378,868 | A percentage of AUM, Fixed fees
|
|
12 | 893 | $1,475,356,161 | A percentage of AUM
|
|
1 | 3 | $1,311,000,000 | A percentage of AUM
|
|
16 | 9 | $1,018,408,475 | A percentage of AUM, Performance Based
|
|
1 | 4 | $721,000,000 | A percentage of AUM, Fixed fees, Performance Based
|
|
52 | 1612 | $689,963,741 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Commision Based, Performance Based, Other (TRANSACTION FEE, 12B-1)
|
|
4 | 552 | $546,103,023 | A percentage of AUM, Performance Based
|
|
7 | 565 | $432,987,620 | A percentage of AUM, Hourly charges, Fixed fees
|
|
15 | 552 | $387,486,380 | A percentage of AUM, Hourly charges, Fixed fees
|
|
2 | 466 | $135,520,085 | A percentage of AUM, Hourly charges, Fixed fees
|
|
0 | 0 | $0 | Other (SEE SCHEDULE D, MISCELLANEOUS)
|
|
0 | 0 | $0 | Other (SEE SCHEDULE D, MISCELLANEOUS)
|
|
2 | 0 | $0 | Other (NONE)
|
|
3 | 0 | $0 | A percentage of AUM, Hourly charges, Fixed fees
|
* 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 |
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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.
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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.
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?