Top Rated Financial Advisors in Nashville, 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 Nashville, 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 Nashville, 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 Nashville, 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.

Flagship Financial Advisors

CMFC^®, CRPC^®, AAMS^®, AIF^®

Flagship Financial Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the Brentwood, Tennessee area.

Brentwood, TN

Telephone Advisor

Telephone: 615-823-2233

Visit Advisor Website

https://www.flagshipfinancialtn.com/

View Research Report

Additional Information:

Years of Experience:
52 Years

Fee Structure


• Fee-Only
• Flat Fee

Asset Requirement: $50,000

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
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Name(s) of Custodian(s):
Charles Schwab and Fidelity

Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2014 and provides financial services to clients in the Brentwood, Tennessee area.

Brentwood, TN

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Sam (Bo) Bills Jr

Bills Asset Management

CPA, CFP^®

Sam (Bo) Bills Jr, a financial fiduciary, provides financial services to clients in the Franklin, Tennessee area. Sam holds a CPA, CFP^® certification. Sam has over 31 years of experience.

Franklin, TN

Telephone Advisor

Telephone: 615-371-5928

Visit Advisor Website

http://www.billsasset.com/

View Research Report

Additional Information:

Years of Experience:
31 Years

Fee Structure


• Based on Assets

Financial Services Provided:


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

Name(s) of Custodian(s):
Fidelity/National Financial Srvs, TD Ameritrade, TIAA CREF

TBH Global Asset Management LLC

TBH Global Asset Management LLC, a financial fiduciary firm, has been a Paladin Registry member since 2021 and provides financial services to clients in the Franklin, Tennessee area.

Franklin, TN

Telephone Advisor

Telephone: 615-465-6397

Visit Advisor Website

https://www.tbhfranklin.com/

View Research Report

Additional Information:

Fee Structure


• Based on Assets

Asset Requirement: $250,000

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Education Funding and Planning
View More