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Find The Best Financial Advisors in Brentwood, Tennessee

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Brentwood is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Brentwood & pick the one as per your needs

How To Find The Best Financial Advisors in Brentwood, Tennessee
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Brentwood, Tennessee, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and non-vetted financial advisors in Brentwood, Tennessee, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Brentwood, Tennessee have an average of 25 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Brentwood, Tennessee

Gabriel Talley

Edelman Financial Engines, LLC

615-628-3204

Address

12 Cadillac Drive, Suite 450,
Brentwood, TN 37027 See Details

Flagship Financial Advisors

615-823-2233

Address

5200 Maryland Way,
Suite 202,
Brentwood, TN 37027 See Details

Jacob Bauchmann

LPL Financial

619-729-4949

Address

3401 Mallory Lane Ste 100,
Franklin, TN 37067 See Details

TBH Global Asset Management LLC

615-465-6397

Address

125 3rd Avenue North,
Franklin, TN 37064 See Details

Top Financial Advisor Firms in Brentwood, Tennessee (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
THOROUGHBRED FINANCIAL SERVICES, LLC 5110 Maryland Way, Suite 300, Brentwood, TN, 37027-7508	47893	$2,440,440,866	6087	A Percentage of AUM, Fixed Fees
LBMC INVESTMENT ADVISORS, LLC 201 Franklin Road, Suite 400 Brentwood, TN, 37027	108943	$1,623,655,985	1506	A Percentage of AUM, Fixed Fees
PHAROS CAPITAL GROUP, LLC 5511 Virginia Way, Suite 180 Brentwood, TN, 37027	158849	$1,110,821,828	6	A Percentage of AUM, Performance Based
KAUFMAN HALL INVESTMENT MANAGEMENT 10 Cadillac Drive, Suite 120 Brentwood, TN, 37027	328876	$1,071,829,319	41	A Percentage of AUM
TBH GLOBAL ASSET MANAGEMENT, LLC 6 Cadillac Dr., Suite 300 Brentwood, TN, 37027	145536	$951,225,662	3186	A Percentage of AUM, Hourly charges, Fixed Fees
VIRTUE CAPITAL MANAGEMENT, LLC 6 Cadillac Dr., Suite 310 Brentwood, TN, 37027	167816	$941,394,286	8035	A Percentage of AUM, Hourly charges, Fixed Fees
TRPC ADVISORY SERVICES 5200 Maryland Way, Suite 310 Brentwood, TN, 37027	133795	$701,859,321	566	A Percentage of AUM, Hourly charges, Fixed Fees
SEVEN SPRINGS WEALTH GROUP, LLC 340 Seven Springs Way, Suite 710 Brentwood, TN, 37027-4536	127411	$575,478,288	1069	A Percentage of AUM, Fixed Fees
TRANQUILITY PARTNERS, LLC 5214 Maryland Way, Suite 405 Brentwood, TN, 37027	283478	$515,020,838	720	A Percentage of AUM
PROVIDENT WEALTH MANAGEMENT, LLC 101 Winners Circle, Suite 101 Brentwood, TN, 37027-5038	130417	$506,343,267	1218	A Percentage of AUM, Fixed Fees
CALDWELL ADVISORS, LLC 5210 Maryland Way, Ste 202 Brentwood, TN, 37027	144408	$279,123,478	991	A Percentage of AUM, Hourly charges, Fixed Fees
PRUDENT STREET FINANCIAL ADVISORS, LLC 104 Continental Place, Suite 100 Brentwood, TN, 37027	160436	$257,784,275	407	A Percentage of AUM, Hourly charges, Fixed Fees
TAYLOR SECURITIES, INC. 100 Winners Circle, Suite 400 Brentwood, TN, 37027	17575	$243,877,780	358	A Percentage of AUM
LUKEN INVESTMENT ANALYTICS, LLC 136 Frierson Street, Brentwood, TN, 37027	169008	$188,641,766	447	A Percentage of AUM, Subscription Fees, Other (CONSULTING FEES)
COVE CAPITAL MANAGEMENT INC. 7003 Chadwick Dr., Suite 238 Brentwood, TN, 37027	284649	$178,813,726	1	Performance Based, Other (NEGOTIATED FEE)

Select other cities around Brentwood, Tennessee to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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Find The Best Financial Advisors in Brentwood, Tennessee

How To Find The Best Financial Advisors in Brentwood, TennesseeLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Brentwood, Tennessee

Gabriel Talley

Edelman Financial Engines, LLC

Address

Flagship Financial Advisors

Address

Jacob Bauchmann

LPL Financial

Address

TBH Global Asset Management LLC

Address

Top Financial Advisor Firms in Brentwood, Tennessee (Ranked by AUM)

Select other cities around Brentwood, Tennessee to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Brentwood, Tennessee
Last Updated - 13-Jun-2023

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