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Advisers in Brentwood, TN

21 advisers in Brentwood — 21 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (12)Hourly fees (9)Flat / fixed fees (14)Retirement plan consulting (8)

All advisers

Acropolis Partners, LLC101 Creekside Crossing, Suite 1700-120 · Brentwood, TN 37027 · (615) 490-7777 · % of assets managedCRD 312129 · % of assets · $44.2 million AUMState registeredNo commissions reportedCaldwell Advisors, LLC5210 Maryland Way, Ste 202 · Brentwood, TN 37027 · (615) 370-8988 · Financial planningCRD 144408 · % of assets, Hourly charges, Fixed fees · $351.4 million AUMSEC registeredNo commissions reportedCanterbury Tollgate1616 Westgate Circle, Ste 202 · Brentwood, TN 37027 · (615) 788-2823 · % of assets managedCRD 297830 · % of assets, Performance-based fees · $57.2 million AUMState registeredNo commissions reportedErisa Advisers, INC.215 Centerview Dr, Suite 110 · Brentwood, TN 37027 · (855) 255-2391 · Flat / fixed feesCRD 170487 · % of assets, Fixed fees · $187.1 million AUMSEC registeredNo commissions reportedHighmark, LLC109 West Park Drive, Suite 120 · Brentwood, TN 37027 · (615) 970-8585 · Financial planningCRD 337564 · % of assets, Hourly charges, Fixed fees · $59.5 million AUMState registeredNo commissions reportedInvestgro LLC8 Cadillac Drive, Suite 300 Office 3104 · Brentwood, TN 37027 · (615) 927-3509 · Financial planningCRD 332766 · % of assets, Hourly charges, Fixed fees · $2.1 million AUMState registeredNo commissions reportedJ. Mark Nickell & CO.100 Westwood Place, Suite 330 · Brentwood, TN 37027 · (615) 371-6622 · Financial planningCRD 111635 · % of assets, Hourly charges, Fixed fees · $146.4 million AUMSEC registeredNo commissions reportedKeystone Financial Resources, LLC7112 Crossroads Blvd, Suite 101 · Brentwood, TN 37128 · (707) 932-5849 · Financial planningCRD 341495 · % of assets, Hourly charges, Fixed fees · $178.5 million AUMSEC registeredNo commissions reportedLbmc Investment Advisors, LLC201 Franklin Road, Suite 400 · Brentwood, TN 37027 · (615) 377-4603 · Flat / fixed feesCRD 108943 · % of assets, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedLuken Investment Analytics, LLC136 Frierson Street · Brentwood, TN 37027 · (615) 550-5570 · Financial planningCRD 169008 · % of assets, Subscription fees, Other · $292.2 million AUMSEC registeredNo commissions reported
Main Street Investors, LLC205 Powell Place, Suite 209 · Brentwood, TN 37027 · (615) 369-0790 · Financial planningCRD 299291 · % of assets, Fixed fees · $31.4 million AUMState registeredNo commissions reportedPharos Capital Group, LLC5511 Virginia Way, Suite 180 · Brentwood, TN 37027 · (615) 234-5522 · % of assets managedCRD 158849 · % of assets, Performance-based fees · $629.6 million AUMSEC registeredNo commissions reportedPlanrock Wealth Strategies, LLC109 Westpark Dr, Suite 105 · Brentwood, TN 37027 · (800) 677-6025 · Flat / fixed feesCRD 304803 · % of assets, Fixed fees · $71.0 million AUMSEC registeredNo commissions reportedPortus Capital Management, LLC215 Ward Circle, Suite 107 · Brentwood, TN 37027 · (615) 472-1194 · Flat / fixed feesCRD 285689 · % of assets, Fixed fees · $107.7 million AUMState registeredNo commissions reportedProvident Wealth Management, LLC101 Winners Circle, Suite 101 · Brentwood, TN 37027 · (615) 656-4050 · % of assets managedCRD 130417 · % of assets · $758.5 million AUMSEC registeredNo commissions reportedQuants Compete785 Old Hickory Blvd., Suite 301 · Brentwood, TN 37027 · (334) 332-3007 · % of assets managedCRD 313310 · % of assets · $1.4 million AUMState registeredNo commissions reportedRosemary Frank Financial, LLC205 Powell Place Suite 234 · Brentwood, TN 37027 · (615) 595-6850 · Financial planningCRD 279027 · % of assets, Hourly charges, Other · $36.5 million AUMState registeredNo commissions reportedSeven Springs Wealth Group200 Powell Place, Suite 215 · Brentwood, TN 37027 · (615) 370-1253 · Financial planningCRD 127411 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedTbh Global Asset Management, LLC6 Cadillac Dr., Suite 300 · Brentwood, TN 37027 · (615) 690-4820 · Financial planningCRD 145536 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedTranquility Partners, LLC5214 Maryland Way, Suite 405 · Brentwood, TN 37027 · (615) 432-5370 · Financial planningCRD 283478 · % of assets · $960.0 million AUMSEC registeredNo commissions reportedVirtue Capital Management, LLC12 Cadillac Dr., Suite 280 · Brentwood, TN 37027 · (615) 340-0801 · Financial planningCRD 167816 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reported
Talking to advisers in Brentwood? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.