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Top Rated Financial Advisors in Franklin, Tennessee

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Franklin, Tennessee is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Franklin, Tennessee with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Franklin, Tennessee near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Steven Glasgow

Janney Montgomery Scott
AIF® CFA® CIMA® MBA
Steven Glasgow, a financial fiduciary, has been a Paladin Registry member since 2019. Steven holds Accredited Investment Fiduciary , Chartered Financial Analyst , Certified Investment Management Analyst , Master of Business Administration certifications. Steven has over 29 years of experience. Steven provides financial advice and services to clients throughout the United States.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: All 50 States
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
29 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Janney Montgomery Scott

Dan Hill

Hill Wealth Strategies, LLC
AIF® CFP®
Dan Hill, a financial fiduciary, has been a Paladin Registry member since 2019. Dan is the owner of Hill Wealth Strategies, LLC. Dan holds Accredited Investment Fiduciary , Certified Financial Planner certifications. Dan has over 21 years of experience. Dan has over 11 years of experience with Hill Wealth Strategies, LLC firm. Dan provides financial services to clients in the Richmond, Virginia area.
  • State Licences:
  • Financial Advice, Services for Fees: Tennessee
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: State List
    • North Carolina
    • Tennessee
    • Virginia

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)

    Financial Services Provided:

  • Financial Planning
  • Insurance Products & Annuities
  • Tax Advice and Services

    Name(s) of Custodian(s):

  • Charles Schwab

Katie Centofonti

Southwestern Investment Advisory Services, Inc.
CFP®
Katie Centofonti, a financial fiduciary, has been a Paladin Registry member since 2021. Katie holds a Certified Financial Planner certification. Katie has over 15 years of experience. Katie has over 4 years of experience with Southwestern Investment Advisory Services, Inc. firm. Katie provides financial services to clients in the Franklin, Tennessee area.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Investment Products)

Jordan Wedell

Southwestern Investment Advisory Services, Inc
Jordan Wedell, a financial fiduciary, has been a Paladin Registry member since 2021. Jordan is the owner of Southwestern Investment Advisory Services, Inc. Jordan provides financial services to clients in the Franklin, Tennessee area.

Additional Information:

    Fee Structure

  • Asset-Based Fee
  • Commissions (Investment Products)

Sam (Bo) Bills Jr

Bills Asset Management
CFP® CPA NSSA
Sam (Bo) Bills Jr, a financial fiduciary, has been a Paladin Registry member since 2004. Sam (Bo) is the owner of Bills Asset Management. Sam (Bo) holds Certified Financial Planner , Certified Public Accountant , National Social Security Advisor certifications. Sam (Bo) has over 31 years of experience. Sam (Bo) provides financial services to clients in the Nashville, Tennessee area.
  • State Licences:
  • Insurance Products for Commission: State List
    • Alabama
    • Tennessee

Additional Information:

Years of Experience:
31 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Fidelity/National Financial Srvs
  • TD Ameritrade
  • TIAA CREF

August Perazzini

Wealthpoint Financial Group
CFP®
August Perazzini, a financial fiduciary, has been a Paladin Registry member since 2006. August holds a Certified Financial Planner certification. August has over 10 years of experience. August provides financial services to clients in the Brentwood, Tennessee area.

Additional Information:

Years of Experience:
10 Years

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Retirement Planning
  • Wealth Management
  • Education Funding and Planning
  • Financial Advice & Consulting
  • View More
    • Financial Planning for Individuals

    Name(s) of Custodian(s):

  • Pershing

Financial Engines Advisors

Edelman Financial Engines, LLC
Financial Engines Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2014. Firm has over 25 years of experience. Financial Engines Advisors provides financial services to clients in the Overland Park, Kansas area.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Charles Schwab
  • Fidelity
  • TD Ameritrade

Jason Landers

Keel Point
CFP®
Jason Landers, a financial fiduciary, has been a Paladin Registry member since 2018. Jason is the owner of Keel Point. Jason holds a Certified Financial Planner certification. Jason has over 21 years of experience. Jason provides financial services to clients in the Huntsville, Alabama area.

Additional Information:

Years of Experience:
21 Years

    Asset Requirement: $500,000

    Financial Services Provided:

  • Investment Advice & Management
  • Insurance Products & Annuities
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • View More
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals

Flagship Financial Advisors

Flagship Financial Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2020. Scott is the owner of Flagship Financial Advisors. Firm has over 28 years of experience. Flagship Financial Advisors provides financial services to clients in the Brentwood, Tennessee area.

Additional Information:

Years of Experience:
28 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Tax Advice and Services
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • View More
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Estate Planning & Trusts

D Anthony Wright

Retirement Specialty Group, Inc
D Anthony Wright, a financial fiduciary, has been a Paladin Registry member since 2021. D Anthony is the owner of Retirement Specialty Group, Inc. D Anthony has over 12 years of experience. D Anthony provides financial services to clients in the Cookeville, Tennessee area.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.