Fee-OnlyFinder

Advisers in Jackson, TN

5 advisers in Jackson — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Flat / fixed fees (4)% of assets managed (4)

All advisers

Eddleman & Eddleman INC36 Sandstone Circle Suite E, Suite E · Jackson, TN 38305 · (731) 554-2408 · Financial planningCRD 137095 · % of assets, Hourly charges, Fixed fees · $18.0 million AUMState registeredNo commissions reportedHaynes Barker Investment Management, LLC50 Stonebridge Blvd., Ste 2 · Jackson, TN 38305 · (731) 664-2808 · Financial planningCRD 120046 · Hourly charges, Fixed feesState registeredNo commissions reportedSilver Oak Securities, INC.403 N. Parkway, Ste. 101 · Jackson, TN 38305 · (731) 668-3825 · Financial planningCRD 46947 · % of assets, Hourly charges, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reportedSouthern Capital Advisors, LLC3801 North Highland Avenue · Jackson, TN 38305 · (731) 265-6812 · Financial planningCRD 292275 · % of assets, Hourly charges · $636.9 million AUMSEC registeredNo commissions reportedSycamore Financial Advisors, INC.51 B Murray Guard Dr · Jackson, TN 38305 · (731) 784-4444 · Financial planningCRD 108628 · % of assets, Hourly charges, Fixed fees · $101.6 million AUMState registeredNo commissions reported
Talking to advisers in Jackson? 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.