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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.

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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.

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

    Name(s) of Custodian(s):
    Charles Schwab and Fidelity

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Jeff Kernodle

Farther
Jeff Kernodle, a financial fiduciary, provides financial services to clients in the Franklin, Tennessee area. Jeff has over 26 years of experience.

Additional Information:

Years of Experience:
26 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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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.

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

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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.

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
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