SAGESPRING WEALTH PARTNERS
Franklin, TN
AUM
$8.49B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
100 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
615-861-6100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TN, FRANKLIN
23 advisers found
CAPWEALTH ADVISORS, LLC
Franklin, TN
AUM
$2.03B
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM; ADMINISTRATIVE FEES
615-778-0740
ABOUND WEALTH MANAGEMENT, LLC
Franklin, TN
AUM
$1.95B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
615-226-3667
BEACON CAPITAL MANAGEMENT, LLC
Franklin, TN
AUM
$1.27B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
615-224-9794
CYPRESS CAPITAL, LLC
Franklin, TN
AUM
$426.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
615-467-6075
EFINANCIAL ALLIANCE, LLC
Franklin, TN
AUM
$291.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
615-224-8534
OPTIVISE ADVISORY SERVICES LLC
Franklin, TN
AUM
$287.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
22 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
855-378-1806
VALTRION CAPITAL MANAGEMENT, LLC
Franklin, TN
AUM
$287.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
833-856-2088
CAP PARTNERS, LLC
Franklin, TN
AUM
$254.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
615-807-2030
AGP FRANKLIN, LLC
Franklin, TN
AUM
$247.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
615-778-9842
SAGE INVESTMENT COUNSEL
Franklin, TN
AUM
$164.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
615-591-1210
RETIREMENT SOLUTIONS GROUP
Franklin, TN
AUM
$159.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Fixed fees; REFERRAL FEES
615-467-6300
GREENSVIEW WEALTH MANAGEMENT
Franklin, TN
AUM
$121.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
615-551-3050
STRATEGIC WEALTH PARTNERS LLC
Franklin, TN
AUM
$101.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
407-310-3354
TRUEHAVEN CAPITAL
Franklin, TN
AUM
$62.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
210-260-8668
STONE PILLARS WEALTH MANAGEMENT
Franklin, TN
AUM
$60.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
608-213-3210
ARROW ALLIANCE
Franklin, TN
AUM
$54.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
615-761-9430
PARTNERS CAPITAL, LLC
Franklin, TN
AUM
$40.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-702-7743
JACKSON WEALTH INC
Franklin, TN
AUM
$23.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
615-663-7387
MONEYPRO WEALTH MANAGEMENT, LLC
Franklin, TN
AUM
$1.8M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
714-832-9351
SKELA FINANCIAL
Franklin, TN
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
615-545-4035
PHILIP M. WATSON, FINANCIAL ADVISOR
Franklin, TN
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
615-973-8872
Full profileNo website
SAGEPOINT CAPITAL PARTNERS LLC
Franklin, TN
AUM
—
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(615) 413-4340
Full profileNo website