What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Nashville, TN area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Nashville, TN Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Steve Martin
CFP®, CPA, JD
Oasis Wealth Planning Advisors
Nashville, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Preparation, Investment Management, Business Succession Planning, Executive Compensation, Social Security and Pension Analysis
Fee-Only, Tax Focused Financial Planners serving as part of an experienced team for clients in Middle Tennessee, Metro Atlanta, Tampa, Florida (and beyond), Huntsville (Alabama), Indianapolis and beyond through in-person and video conferencing.
Max Seckman
EP Wealth Advisors
Nashville, TN
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Shaun Melby
CFP®
Melby Wealth Management, LLC
Nashville, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Business Coaching
Fee-Only financial planner located in Nashville, TN, serving clients locally and across the country virtually
Kyle Attarian
MBA, CFA®, CFP®, AIF®
Plancorp
Nashville, TN
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Multi-generational Wealth Management, Detailed Insurance Planning, Estate Planning, Tax Strategy, Equity Compensation Strategies
Fee-only fiduciary wealth management to take you beyond basic financial advice with a holistic and proactive approach.
Mel Bond
CFA®, CFP®, CKA®
Oasis Wealth Planning Advisors
Nashville, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Mel Bond is a Fee-Only, tax focused, holistic financial planner serving as part of a team for clients in Middle Tennessee, Metro Atlanta, GA, Florida, Alabama and beyond with in-person or virtual meetings.
Stephanie Sammons
CERTIFIED FINANCIAL PLANNER™
Sammons Wealth Management
Nashville, TN
Specialties: Retirement Planning, Portfolio Management, Tax Planning, Retirement Income Planning, Restricted Stock and Stock Option Compensation
Peace of mind retirement planning and wealth management for 50+ LGBTQ individuals and couples.
Scott Freeman
CFP®
EP Wealth Advisors
Nashville, TN
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Timothy Kirch
CFP®
Nashville Financial Planning, LLC
Franklin, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Analysis, College Education Planning, Estate Planning, Risk Management, Tax Planning Strategies, Cash Flow and Debt Management, Employee Benefit Optimization, Business Planning, FIRE (Financial Independence/Retire Early)
Fee-Only financial planner located in Franklin, TN, serving clients locally and across the country
Allan Horner
EP Wealth Advisors
Nashville, TN
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Robert DeLucas
CFP®, ChFC®, RICP®, MBA
Afton Advisors
Brentwood, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management, College Education Planning
We work with business professionals, executives, and medical professionals virtually, throughout the country, and in our local Nashville, Brentwood, and Middle Tennessee markets
Mark Pierce
CFP®
EP Wealth Advisors
Nashville, TN
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
James "Blake" Bowman
CFP®
Wave Wealth Planning, LLC
Nashville, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Financial Independence/Retire Early (FIRE), Focused Value Investing
Wave Wealth Planning, LLC is a financial planning and investment management firm based in Nashville, TN, and serving clients throughout the US. | Helping you live your version of the good life.
Carl von dem Bussche, Sr.
CFP®, AIF®
Financial Guidance Group, Inc
Franklin, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Carl von dem Bussche, Sr. of Financial Guidance Group, Inc. is a Tampa Bay, FL & Franklin, TN (Nashville) financial advisor that specializes in financial planning & wealth management. His sons, Christoph and Carl Jr, are also advisors with the firm.
Justin Porter
CFP®, CPA, PFS, JD
Porter Wealth Management, LLC
Nashville, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Charitable Planning
Specialized in retirement distribution planning, tax minimization, and estate planning strategies to maximize the wealth you have worked so hard to create
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
