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 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.

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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Find The 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 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 16 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 39 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

Jeff Kernodle

Farther Finance, LLC

615-993-4599

Address

2550 Meridian Blvd #200,
Franklin, TN 37067 See Details

Flagship Financial Advisors

615-823-2233

Address

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

Edelman Financial Engines, LLC

877-208-7414

Address

12 Cadillac Drive,
Suite 450,
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	$5,502,859,482	28921	A percentage of AUM, Hourly charges, Fixed fees
CAPWEALTH ADVISORS, LLC 4031 Aspen Grove Drive, Suite 600 Franklin, TN, 37067	148781	$1,350,928,526	1992	A percentage of AUM, Other (ADMINISTRATIVE FEES)
ABOUND WEALTH MANAGEMENT, LLC 317 Main Street, Suite 201 Franklin, TN, 37064	285903	$1,065,305,770	3513	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	$859,198,792	5216	A percentage of AUM, Hourly charges, Fixed fees
CYPRESS CAPITAL, LLC 436 Main Street, Suite 205 Franklin, TN, 37064	171266	$413,509,631	1534	A percentage of AUM, Hourly charges, Subscription fees, Fixed fees
PREMIER PRIVATE WEALTH, LLC 725 Cool Springs Blvd., Unit 460 Franklin, TN, 37067	314516	$263,535,376	197	A percentage of AUM, Hourly charges, Fixed fees
OPTIVISE ADVISORY SERVICES LLC 109 Holiday Ct, Suite A6 Franklin, TN, 37067	301764	$254,523,042	1611	A percentage of AUM, Hourly charges, Subscription fees, Other (SHARE IN FEE PAID TO SUB-ADVISOR, BACK OFFICE CLERICAL AND ADMIN)
EFINANCIAL ALLIANCE, LLC 106 Mission Court, Ste 703 Franklin, TN, 37067	161352	$225,764,268	707	A percentage of AUM, Hourly charges, Fixed fees
AGP FRANKLIN, LLC 3326 Aspen Grove Drive, Suite 602 Franklin, TN, 37067	331699	$195,168,875	649	A percentage of AUM
CAP PARTNERS, LLC 109 International Drive, Suite 210 Franklin, TN, 37067	144779	$178,952,142	1242	A percentage of AUM, Hourly charges, Other (FLAT FEES)
CARMICHAEL CREEL INVESTMENTS 339 Main Street, 2nd Floor Franklin, TN, 37064	118468	$141,877,112	258	A percentage of AUM
SAGE INVESTMENT COUNSEL 142 5th Avenue North, Suite A Franklin, TN, 37064	116907	$129,657,303	192	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
REAL TALK CAPITAL, LLC 3401 Mallory Ln, Suite 100, Franklin, TN, 37067	318048	$102,627,689	201	A percentage of AUM, Fixed fees
SAVVYFI 231 Public Square, Suite 300, Pmb 6 Franklin, TN, 37064	304337	$624,849	276	Fixed fees

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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

Jeff Kernodle

Farther Finance, LLC

Address

Flagship Financial Advisors

Address

Edelman Financial Engines, LLC

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

Find an AdvisorIt's Fast, Free & Easy

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

Find an Advisor
It's Fast, Free & Easy