Fiduciary advisors in Brentwood, TN

16 registered advisers

Brentwood is a Nashville suburb where healthcare industry executives and country music wealth create a high-income advisory client base. Among them, 13 operate strictly fee-only, meaning they collect no commissions or product-based revenue. Compensation transparency data, AUM figures, and disclosure history for each firm are listed below.

CALDWELL ADVISORS, LLC

Clean RecordAlso Compensated via Brokerage
Brentwood, TennesseeCRD #144408
Typical Fee--
AUM$339M
Minimum--
Clients493

COVE CAPITAL MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brentwood, TennesseeCRD #284649
Typical Fee--
AUM$121M
Minimum--
Clients1

DIVERSIFIED PARTNERS, INC.

Fee-Only, No Conflicts
Brentwood, TennesseeCRD #109570
Typical Fee--
AUM$150M
Minimum--
Clients3

ERISA ADVISERS, INC.

Fee-Only, No ConflictsClean Record
Brentwood, TennesseeCRD #170487
Typical Fee--
AUM$203M
Minimum--
Clients136

J. MARK NICKELL & CO.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brentwood, TennesseeCRD #111635
Typical Fee--
AUM$115M
Minimum--
Clients162

KAUFMAN HALL INVESTMENT MANAGEMENT

Fee-Only, No Conflicts
Brentwood, TennesseeCRD #328876
Typical Fee--
AUM$2.3B
Minimum--
Clients50

LBMC INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brentwood, TennesseeCRD #108943
Typical Fee--
AUM$2.0B
Minimum--
Clients1,655

LUKEN INVESTMENT ANALYTICS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brentwood, TennesseeCRD #169008
Typical Fee0.30%
AUM$237M
Minimum--
Clients583

PHAROS CAPITAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brentwood, TennesseeCRD #158849
Typical Fee--
AUM$1.1B
Minimum--
Clients7

PROVIDENT WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brentwood, TennesseeCRD #130417
Typical Fee--
AUM$697M
Minimum--
Clients1,195

SEVEN SPRINGS WEALTH GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brentwood, TennesseeCRD #127411
Typical Fee--
AUM$1.2B
Minimum--
Clients1,534

SUMMIT CAPITAL SOLUTIONS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brentwood, TennesseeCRD #281478
Typical Fee--
AUM--
Minimum--
Clients--

TBH GLOBAL ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brentwood, TennesseeCRD #145536
Typical Fee--
AUM$1.3B
Minimum--
Clients3,627

THOROUGHBRED FINANCIAL SERVICES, LLC

Also Compensated via Brokerage
Brentwood, TennesseeCRD #47893
Typical Fee--
AUM$3.4B
Minimum--
Clients6,789

TRANQUILITY PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brentwood, TennesseeCRD #283478
Typical Fee--
AUM$897M
Minimum--
Clients950

VIRTUE CAPITAL MANAGEMENT, LLC

Clean RecordAlso Compensated via Brokerage
Brentwood, TennesseeCRD #167816
Typical Fee--
AUM$1.2B
Minimum--
Clients7,455
Fiduciary Advisors in Brentwood, Tennessee | FiduciaryListings