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Find The Best Financial Advisors in Franklin, 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 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 The Best Financial Advisors in Franklin, Tennessee
Last Updated - 13-Jun-2023

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

TBH Global Asset Management LLC

615-465-6397

Address

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

Jacob Bauchmann

LPL Financial

619-729-4949

Address

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

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

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
SAGESPRING WEALTH PARTNERS 801 Crescent Centre Drive, Suite 600 Franklin, TN, 37067	283515	$4,277,447,071	27053	A Percentage of AUM, Hourly charges, Fixed Fees
CAPWEALTH ADVISORS, LLC 4031 Aspen Grove Drive, Suite 600 Franklin, TN, 37067	148781	$1,209,907,766	1946	A Percentage of AUM, Other (ADMINISTRATIVE FEES)
ABOUND WEALTH MANAGEMENT, LLC 317 Main Street, Suite 201 Franklin, TN, 37064	285903	$787,153,136	3026	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	$673,055,256	5044	A Percentage of AUM, Hourly charges, Fixed Fees
CYPRESS CAPITAL, LLC 436 Main Street, Suite 205 Franklin, TN, 37064	171266	$398,868,300	1566	A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees
CYPRESS CAPITAL ADVISORS, LLC 436 Main St., Suite 205 Franklin, TN, 37064	288944	$270,727,781	1216	A Percentage of AUM, Hourly charges, Fixed Fees
OPTIVISE ADVISORY SERVICES LLC 109 Holiday Ct, Suite A6 Franklin, TN, 37067	301764	$234,504,876	1978	A Percentage of AUM, Hourly charges, Subscription Fees, Other (SHARE IN FEE PAID TO SUB-ADVISOR, BACK OFFICE CLERICAL AND ADMIN)
PREMIER PRIVATE WEALTH, LLC 725 Cool Springs Blvd., Unit 460 Franklin, TN, 37067	314516	$226,783,408	188	A Percentage of AUM, Hourly charges, Fixed Fees
CAP PARTNERS, LLC 109 International Drive, Suite 210 Franklin, TN, 37067	144779	$149,655,376	1122	A Percentage of AUM, Hourly charges, Other (FLAT FEES)
EFINANCIAL ALLIANCE, LLC 106 Mission Court, Ste 703 Franklin, TN, 37067	161352	$123,000,000	603	A Percentage of AUM, Hourly charges, Fixed Fees
SAGE INVESTMENT COUNSEL 142 5th Avenue North, Suite A Franklin, TN, 37064	116907	$121,221,050	171	A Percentage of AUM, Fixed Fees, Performance Based
GREENSVIEW WEALTH MANAGEMENT 501 Corporate Center Drive, Suite 315 Franklin, TN, 37067	297321	$121,096,000	373	A Percentage of AUM, Hourly charges, Fixed Fees
PLANROCK INVESTMENTS LLC 1850 General George Patton Dr, Suite 205 Franklin, TN, 37067	304803	$24,250,435	80	A Percentage of AUM, Fixed Fees
SAVVYFI 231 Public Square, Suite 300, Pmb 6 Franklin, TN, 37064	304337	$398,953	149	A Percentage of AUM, Fixed Fees

Select other cities around Franklin, 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 Franklin, Tennessee

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

List of Qualified Financial Advisors in Franklin, Tennessee

TBH Global Asset Management LLC

Address

Jacob Bauchmann

LPL Financial

Address

Gabriel Talley

Edelman Financial Engines, LLC

Address

Flagship Financial Advisors

Address

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

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

Frequently Asked Questions

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

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