Advisers in Germantown, TN

7 advisers in Germantown — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Hourly fees (4)Flat / fixed fees (6)

All advisers

Cypress Wealth Management, LLC2171 Judicial Drive, Ste. 110 · Germantown, TN 38138 · (901) 292-3596 · Financial planningCRD 154177 · % of assets, Hourly charges, Fixed fees · $77.9 million AUMState registeredNo commissions reported Fcg Investment Company9040 Garden Arbor Dr, Ste 206 · Germantown, TN 38138 · (901) 309-2681 · Financial planningCRD 308192 · % of assets, Fixed fees · $568.2 million AUMSEC registeredNo commissions reported New Southern Advisory Services1922 Exeter Road, Suite 15 · Germantown, TN 38138 · (901) 258-3331 · % of assets managedCRD 158724 · % of assets · $40.2 million AUMState registeredNo commissions reported Silverleafe Capital Partners, LLC6815 Poplar Avenue, Suite 205 · Germantown, TN 38138 · (901) 259-3345 · Financial planningCRD 133174 · % of assets, Fixed fees, Performance-based fees · $449.2 million AUMSEC registeredNo commissions reported Studdard Financial, LLC1922 Exeter Rd, Suite 23 · Germantown, TN 38138 · (901) 355-4713 · Financial planningCRD 161145 · % of assets, Hourly charges, Fixed fees · $27.6 million AUMState registeredNo commissions reported Tcm1730 S. Germantown Rd., Suite 224 · Germantown, TN 38138 · (901) 757-4448 · Financial planningCRD 289583 · % of assets, Hourly charges, Fixed fees · $164.5 million AUMSEC registeredNo commissions reported W Advisors LLC2289 West Street · Germantown, TN 38138 · (901) 410-8040 · Financial planningCRD 168452 · % of assets, Hourly charges, Fixed fees · $244.9 million AUMSEC registeredNo commissions reported

Talking to advisers in Germantown? 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.