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Financial planning in Brentwood, TN

12 advisers in Brentwood offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 12

Caldwell 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 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 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 reportedMain 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 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 reported
Tranquility 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