THOROUGHBRED FINANCIAL SERVICES, LLC
Brentwood, TN
AUM
$4.04B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
615-371-0001
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TN, BRENTWOOD
15 advisers found
KAUFMAN HALL INVESTMENT MANAGEMENT
Brentwood, TN
AUM
$2.82B
Financial PlanningWealth MgmtInstitutional
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
224-7243809
TBH GLOBAL ASSET MANAGEMENT, LLC
Brentwood, TN
AUM
$1.48B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
22 employees
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
615-690-4820
SEVEN SPRINGS WEALTH GROUP
Brentwood, TN
AUM
$1.41B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
615-370-1253
VIRTUE CAPITAL MANAGEMENT, LLC
Brentwood, TN
AUM
$1.31B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
90 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
615-340-0801
TRANQUILITY PARTNERS, LLC
Brentwood, TN
AUM
$897.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM
615-432-5370
CALDWELL ADVISORS, LLC
Brentwood, TN
AUM
$351.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
615-370-8988
LUKEN INVESTMENT ANALYTICS, LLC
Brentwood, TN
AUM
$292.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Subscription fees +1 more
(615) 550-5570
J. MARK NICKELL & CO.
Brentwood, TN
AUM
$146.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
615-371-6622
FINWELL, INC.
Brentwood, TN
AUM
$94.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
805-415-7830
HIGHMARK, LLC
Brentwood, TN
AUM
$59.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
615-970-8585
ROSEMARY FRANK FINANCIAL, LLC
Brentwood, TN
AUM
$36.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
615-595-6850
MAIN STREET INVESTORS, LLC
Brentwood, TN
AUM
$31.4M
Financial PlanningTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
615-369-0790
KEYSTONE FINANCIAL RESOURCES, LLC
Brentwood, TN
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
707-932-5849
SILBERMAN WEALTH STRATEGIES, INC.
Brentwood, TN
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
615-377-0744