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Find Best Financial Advisors in Franklin, Tennessee

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 Franklin is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Franklin & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Franklin?

Looking for a qualified financial advisor in Franklin? We can help you by narrowing down your options & listing the best financial advisors in Franklin as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Franklin near you with the list of certified and vetted Franklin financial advisors.

List of Qualified Financial Advisors in Franklin, Tennessee

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Jordan Wedell

SageSpring Wealth Partners

801 Crescent Centre Dr. Suite 600

Franklin, TN 37067

615-861-3510

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Katie Centofonti

SageSpring Wealth Partners

801 Crescent Centre Dr. Suite 600

Franklin, TN 37067

615-861-6121

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Gabriel Talley

Edelman Financial Engines, LLC

12 Cadillac Drive, Suite 450

Brentwood, TN 37027

615-628-3204

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Flagship Financial Advisors

Flagship Financial Advisors

5200 Maryland Way
Suite 202

Brentwood, TN 37027

615-823-2233

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Nick Palmer

Palmer Wealth Planning

Serving Middle Tennessee.

Nashville, TN 37209

615-578-1800

Top Financial Advisor Firms in Tennessee (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
SOUTHWESTERN INVESTMENT ADVISORY SERVICES, LLC
801 Crescent Centre Drive, Suite 600 Franklin, TN 37067
283515 $4,833,977,046 24840 A percentage of AUM
Fixed fees
CAPWEALTH ADVISORS, LLC
4031 Aspen Grove Drive, Suite 600 Franklin, TN 37067
148781 $1,363,347,519 682 A percentage of AUM
Other (ADMINISTRATIVE FEES)
ABOUND WEALTH MANAGEMENT, LLC
317 Main Street, Suite 201 Franklin, TN 37064
285903 $791,395,172 2390 A percentage of AUM
Hourly charges
Other (FEES FOR SPEAKING ENGAGEMENTS)
BEACON CAPITAL MANAGEMENT, LLC
751 Cool Springs Blvd, Suite 106 Franklin, TN 37067
156228 $711,978,480 4674 A percentage of AUM
Hourly charges
Fixed fees
CYPRESS CAPITAL, LLC
436 Main Street, Suite 205 Franklin, TN 37064
171266 $359,387,124 1211 A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
CYPRESS CAPITAL ADVISORS, LLC
436 Main St., Suite 205 Franklin, TN 37064
288944 $290,816,864 1110 A percentage of AUM
Hourly charges
Fixed fees
OPTIVISE ADVISORY SERVICES LLC
109 Holiday Ct, Suite A6 Franklin, TN 37067
301764 $258,846,649 1691 A percentage of AUM
Hourly charges
Other (SHARE IN FEE PAID TO SUB-ADVISOR, BACK OFFICE CLERICAL AND ADMIN)
CAP PARTNERS, LLC
109 International Drive, Suite 210 Franklin, TN 37067
144779 $163,980,867 1056 A percentage of AUM
Hourly charges
Other (FLAT FEES)
GREENSVIEW WEALTH MANAGEMENT
501 Corporate Center Drive, Suite 315 Franklin, TN 37067
297321 $133,339,227 347 A percentage of AUM
Hourly charges
Fixed fees
SAGE INVESTMENT COUNSEL
142 5th Avenue North, Suite A Franklin, TN 37064
116907 $128,937,325 147 A percentage of AUM
Fixed fees
Performance Based
PLANROCK INVESTMENTS LLC
1850 General George Patton Dr, Suite 205 Franklin, TN 37067
304803 $28,367,030 83 A percentage of AUM
Fixed fees
SAVVYFI
231 Public Square, Suite 300, Pmb 6 Franklin, TN 37064
304337 $218,269 152 A percentage of AUM
Fixed fees

Additional Financial Advisors in Tennessee

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Andy Valentine
Inquire with Andy
2000 Meridian Blvd, Suite 290 Franklin, TN 37067 615-764-4486
Tim Jefferson
Inquire with Tim
9045 Carothers Pkwy, Ste 301 Franklin, TN 37067 615-349-2160
Mike Darnell
Inquire with Mike
9045 Carothers Pkwy, Ste 301 Franklin, TN 37067 615-349-2160
Dave Ferraro
Inquire with Dave
9045 Carothers Pkwy, Ste 301 Franklin, TN 37067 615-349-2160
Heath Larkin
Inquire with Heath
9045 Carothers Pkwy, Ste 301 Franklin, TN 37067 615-349-2160
Raul Miranda
Inquire with Raul
9045 Carothers Pkwy, Ste 301 Franklin, TN 37067 615-349-2160
The Jefferson Group
Inquire with Jefferson
9045 Carothers Pkwy, Ste 301 Franklin, TN 37067 615-349-2160
Tony Boykin
Inquire with Tony
751 Cool Springs Blvd, Ste 200 Franklin, TN 37067 615-771-5278
Joe Creecy
Inquire with Joe
751 Cool Springs Blvd, Ste 200 Franklin, TN 37067 615-771-5278
Vance Lahey
Inquire with Vance
751 Cool Springs Blvd, Ste 200 Franklin, TN 37067 615-771-5278

Frequently Asked Questions

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.

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.

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.

How much money should I 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.

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.

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