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Financial planning in Franklin, TN

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

All 21

Abound Wealth Management, LLC317 Main Street, Suite 201 · Franklin, TN 37064 · (615) 226-3667 · Financial planningCRD 285903 · % of assets, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedAgp Franklin, LLC3326 Aspen Grove Drive, Suite 602 · Franklin, TN 37067 · (615) 778-9842 · Financial planningCRD 331699 · % of assets · $247.1 million AUMSEC registeredNo commissions reportedArrow Alliance6700 Tower Circle, Suite 360 · Franklin, TN 37067 · (615) 761-9430 · Financial planningCRD 318519 · % of assets, Fixed fees · $54.6 million AUMState registeredNo commissions reportedBeacon Capital Management, LLC751 Cool Springs Blvd, Suite 106 · Franklin, TN 37067 · (615) 224-9794 · Financial planningCRD 156228 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedCap Partners, LLC109 International Drive, Suite 210 · Franklin, TN 37067 · (615) 807-2030 · Financial planningCRD 144779 · % of assets, Hourly charges, Other · $254.7 million AUMSEC registeredNo commissions reportedCapwealth Advisors, LLC4031 Aspen Grove Drive, Suite 600 · Franklin, TN 37067 · (615) 778-0740 · Financial planningCRD 148781 · % of assets, Other · $2.0 billion AUMSEC registeredNo commissions reportedCypress Capital, LLC436 Main Street, Suite 205 · Franklin, TN 37064 · (615) 467-6075 · Financial planningCRD 171266 · % of assets, Hourly charges, Subscription fees · $426.0 million AUMSEC registeredNo commissions reportedEfinancial Alliance, LLC840 Crescent Centre Dr., Suite 600 · Franklin, TN 37067 · (615) 224-8534 · Financial planningCRD 161352 · % of assets, Hourly charges, Fixed fees · $291.9 million AUMSEC registeredNo commissions reportedGreensview Wealth Management501 Corporate Center Drive, Suite 315 · Franklin, TN 37067 · (615) 551-3050 · Financial planningCRD 297321 · % of assets, Hourly charges, Fixed fees · $121.1 million AUMSEC registeredNo commissions reportedJackson Wealth INC106 Mission Court, Suite 604b · Franklin, TN 37067 · (615) 663-7387 · Financial planningCRD 323409 · % of assets, Hourly charges, Fixed fees · $23.8 million AUMState registeredNo commissions reported
Moneypro Wealth Management, LLC2550 Meridian Blvd, Suite 200 · Franklin, TN 36067 · (714) 832-9351 · Financial planningCRD 135340 · % of assets, Hourly charges, Fixed fees · $1.8 million AUMState registeredNo commissions reportedOptivise Advisory Services LLC109 Holiday CT, Suite A6 · Franklin, TN 37067 · (855) 378-1806 · Financial planningCRD 301764 · % of assets, Hourly charges, Subscription fees · $287.9 million AUMSEC registeredNo commissions reportedPartners Capital, LLC3401 Mallory Lane, Suite 100 · Franklin, TN 37067 · (888) 702-7743 · Financial planningCRD 328074 · % of assets, Hourly charges, Performance-based fees · $40.3 million AUMState registeredNo commissions reportedRetirement Solutions Group101 Se Parkway CT, Suite 210 · Franklin, TN 37064 · (615) 467-6300 · Financial planningCRD 289069 · Fixed fees, Other · $159.6 million AUMSEC registeredNo commissions reportedSage Investment Counsel142 5th Avenue North, Suite a · Franklin, TN 37064 · (615) 591-1210 · Financial planningCRD 116907 · % of assets, Fixed fees, Performance-based fees · $164.6 million AUMSEC registeredNo commissions reportedSagepoint Capital Partners LLCMcEwen Northside, Block E, 4020 Aspen Grove Drive, Suite 355 · Franklin, TN 37067 · (615) 413-4340 · Financial planningCRD 339742 · % of assets, Hourly charges, Fixed fees · $888.3 million AUMSEC registeredNo commissions reportedSagespring Wealth Partners701 Cool Springs Blvd, Suite 500 · Franklin, TN 37067 · (615) 861-6100 · Financial planningCRD 283515 · % of assets, Hourly charges, Fixed fees · $8.5 billion AUMSEC registeredNo commissions reportedStone Pillars Wealth Management202 Fifth Avenue South · Franklin, TN 37064 · (608) 213-3210 · Financial planningCRD 331308 · % of assets, Hourly charges · $60.6 million AUMState registeredNo commissions reportedStrategic Wealth Partners LLC230 Franklin Rd, Building 2b · Franklin, TN 37064 · (615) 722-9990 · Financial planningCRD 336564 · % of assets, Fixed fees · $101.7 million AUMSEC registeredNo commissions reportedTruehaven Capital1201 Liberty Pike, Suite 229 #1013 · Franklin, TN 37067 · (210) 260-8668 · Financial planningCRD 332005 · % of assets, Hourly charges, Fixed fees · $62.3 million AUMSEC registeredNo commissions reportedValtrion Capital Management, LLC701 Cool Springs Blvd, Suite 340 · Franklin, TN 37067 · (833) 856-2088 · Financial planningCRD 318048 · % of assets, Fixed fees · $287.3 million AUMSEC registeredNo commissions reported