Fee-OnlyFinder

% of assets managed in Franklin, TN

22 advisers in Franklin offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 22

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 reportedCarmichael Creel Investments339 Main Street, 2nd Floor · Franklin, TN 37064 · (615) 595-5825 · % of assets managedCRD 118468 · % of assets · $126.6 million 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 reported
Jackson 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 reportedMoneypro 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 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 reportedVeritas Private Wealth Management2550 Meridian Boulevard, Suite 200 · Franklin, TN 37067 · (615) 771-5117 · % of assets managedCRD 339867 · % of assets · $1.1 million AUMState registeredNo commissions reported