Advisers in Cordova, TN

3 advisers in Cordova — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Hogan Investment Counsel, LLC51 Germantown Court, Suite 108 · Cordova, TN 38018 · (901) 590-3846 · % of assets managedCRD 160186 · % of assets · $107.2 million AUMSEC registeredNo commissions reported P3 Wealth Management1316 Hardwood Trail · Cordova, TN 38016 · (901) 209-4015 · Financial planningCRD 300373 · % of assets, Hourly charges, Fixed fees · $30.8 million AUMState registeredNo commissions reported Your Family Matters, LLP1655 Wynne Road, Suite 103 · Cordova, TN 38016 · (901) 563-7999 · Financial planningCRD 330168 · % of assets, Hourly charges, Fixed fees · $12.8 million AUMState registeredNo commissions reported

Talking to advisers in Cordova? 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.