Advisers in Clarksville, TN

2 advisers in Clarksville — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Copeland Wealth Management, LLC124 Franklin Street · Clarksville, TN 37040 · (931) 245-1930 · Financial planningCRD 152781 · % of assets, Hourly charges, Fixed fees · $52.3 million AUMState registeredNo commissions reported Ellis Financial Planning2681 Townsend CT. · Clarksville, TN 37043 · (931) 905-0050 · Financial planningCRD 333092 · % of assets, Hourly charges, Fixed fees · $180.7 million AUMSEC registeredNo commissions reported

Talking to advisers in Clarksville? 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.