Fee-OnlyFinder

Flat / fixed fees in Nashville, TN

18 advisers in Nashville offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 18

Aj Advisors2726 Larmon Drive · Nashville, TN 37204 · (615) 709-8709 · Financial planningCRD 321606 · % of assets, Hourly charges, Fixed fees · $393.9 million AUMSEC registeredNo commissions reportedCreative Investment Group30 Burton Hills, Suite 550 · Nashville, TN 37215 · (615) 949-9629 · Financial planningCRD 334028 · % of assets, Fixed fees · $209.0 million AUMSEC registeredNo commissions reportedDavis, Davis and Conover Wealth Management, LLC3102 West End Ave, Suite 400 · Nashville, TN 37203 · (615) 324-7825 · Financial planningCRD 286575 · % of assets, Hourly charges, Fixed fees · $144.9 million AUMSEC registeredNo commissions reportedDecker Wealth Management, LLC4535 Harding Pike, Suite 201 · Nashville, TN 37205 · (615) 212-2958 · Financial planningCRD 150094 · % of assets, Fixed fees · $566.2 million AUMSEC registeredNo commissions reportedDirigo Private Wealth7501 Oak Haven Trace · Nashville, TN 37209 · (615) 840-9865 · Financial planningCRD 318002 · % of assets, Fixed fees, Other · $24.8 million AUMState registeredNo commissions reportedEdgehelm Financial40 Burton Hills Blvd., Suite 200 · Nashville, TN 37215 · (615) 430-1619 · Financial planningCRD 305015 · % of assets, Fixed fees, Other · $63.0 million AUMState registeredNo commissions reportedFielder Capital Group LLC1222 Demonbreun Street, Suite 1610 · Nashville, TN 37203 · (212) 918-4860 · Financial planningCRD 156737 · % of assets, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedHms Investment Advisors5130 Ashland City Hwy · Nashville, TN 37218 · (615) 829-7200 · Financial planningCRD 149764 · % of assets, Hourly charges, Fixed fees · $281.9 million AUMSEC registeredNo commissions reportedHunley Wealth Management LLC1 Music Circle North, Suite 400 · Nashville, TN 37203 · (615) 967-4328 · Financial planningCRD 331504 · % of assets, Fixed fees, Other · $16.1 million AUMState registeredNo commissions reportedInfinitus Wealth Management LLC55 Music Square E, Suite B · Nashville, TN 37203 · (330) 307-9396 · Financial planningCRD 317198 · % of assets, Fixed fees · $5.9 million AUMState registeredNo commissions reported
Laffer Tengler Investments, INC.1005 17th Ave S, Suite 900 · Nashville, TN 37212 · (800) 838-3468 · Financial planningCRD 108068 · % of assets, Hourly charges, Fixed fees · $800.1 million AUMSEC registeredNo commissions reportedLexington Financial/life Management, LLC1600 West End Ave., Suite 200 · Nashville, TN 37203 · (615) 492-1011 · Flat / fixed feesCRD 127618 · % of assets, Fixed fees · $106.8 million AUMSEC registeredNo commissions reportedMusic Row Wealth Management1614 16th Avenue South · Nashville, TN 37212 · (615) 647-5882 · Financial planningCRD 288944 · % of assets, Fixed fees · $431.7 million AUMSEC registeredNo commissions reportedShayne & Jacobs, LLC4015 Hillsboro Pike, Suite 203 · Nashville, TN 37215 · (615) 250-1600 · Financial planningCRD 109423 · % of assets, Hourly charges, Fixed fees · $429.5 million AUMSEC registeredNo commissions reportedSynthesis Advisors, INC.3801 Bedford Avenue, Suite 100 · Nashville, TN 37215 · (615) 256-2556 · Flat / fixed feesCRD 109025 · % of assets, Fixed fees, Performance-based fees · $82.3 million AUMState registeredNo commissions reportedTrue Equity Wealth Management LLC1033 Demonbreun St., Suite 300 · Nashville, TN 37203 · (615) 861-1518 · Financial planningCRD 316790 · % of assets, Fixed fees · $11.3 million AUMState registeredNo commissions reportedTrusco Investment Management, LLC2932 Foster Creighton Dr · Nashville, TN 37204 · (615) 351-6417 · Financial planningCRD 285736 · % of assets, Hourly charges, Fixed fees · $107.0 million AUMSEC registeredNo commissions reportedUpholdings1030 16th Ave S, 2nd Floor #50 · Nashville, TN 37212 · (615) 669-8699 · Financial planningCRD 301340 · % of assets, Fixed fees · $51.3 million AUMState registeredNo commissions reported