Fiduciary advisors in Franklin, TN

17 registered advisers

Franklin is a Nashville suburb where healthcare executive wealth and corporate relocations have created a fast-growing advisory market. Fee-only firms account for 16 of the 17 registered practices, or about 94% of the local market. All data is sourced from SEC Form ADV filings and updated as new disclosures become available.

ABOUND WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Franklin, TennesseeCRD #285903
Typical Fee1.25%
AUM$1.4B
Minimum--
Clients4,104

AGP FRANKLIN, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Franklin, TennesseeCRD #331699
Typical Fee--
AUM$247M
Minimum--
Clients733

BEACON CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Franklin, TennesseeCRD #156228
Typical Fee--
AUM$1.1B
Minimum--
Clients5,398

CAP PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Franklin, TennesseeCRD #144779
Typical Fee--
AUM$255M
Minimum--
Clients1,406

CAPWEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Franklin, TennesseeCRD #148781
Typical Fee--
AUM$2.0B
Minimum--
Clients2,526

CARMICHAEL CREEL INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Franklin, TennesseeCRD #118468
Typical Fee--
AUM$142M
Minimum--
Clients258

CYPRESS CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Franklin, TennesseeCRD #171266
Typical Fee--
AUM$414M
Minimum--
Clients1,534

EFINANCIAL ALLIANCE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Franklin, TennesseeCRD #161352
Typical Fee--
AUM$226M
Minimum--
Clients707

GREENSVIEW WEALTH MANAGEMENT

Clean RecordAlso Compensated via Brokerage
Franklin, TennesseeCRD #297321
Typical Fee--
AUM$121M
Minimum--
Clients373

OPTIVISE ADVISORY SERVICES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Franklin, TennesseeCRD #301764
Typical Fee--
AUM$267M
Minimum--
Clients1,761

PLANROCK WEALTH STRATEGIES, LLC

Fee-Only, No ConflictsClean Record
Franklin, TennesseeCRD #304803
Typical Fee--
AUM$64M
Minimum--
Clients115

SAGE INVESTMENT COUNSEL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Franklin, TennesseeCRD #116907
Typical Fee--
AUM$144M
Minimum--
Clients195

SAGESPRING WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Franklin, TennesseeCRD #283515
Typical Fee--
AUM$6.5B
Minimum--
Clients32,450

SAVVYFI

Fee-OnlyClean RecordAlso Compensated via Product Sales
Franklin, TennesseeCRD #304337
Typical Fee--
AUM$1M
Minimum--
Clients319

STRATEGIC WEALTH PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Franklin, TennesseeCRD #336564
Typical Fee--
AUM$102M
Minimum--
Clients672

TRUEHAVEN CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Franklin, TennesseeCRD #332005
Typical Fee--
AUM$117M
Minimum--
Clients118

VALTRION CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Franklin, TennesseeCRD #318048
Typical Fee--
AUM$144M
Minimum--
Clients351
Fiduciary Advisors in Franklin, Tennessee | FiduciaryListings