Find a Financial Planner in Brentwood, TN

 

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We Only Work With The Best Brentwood Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Brentwood, TN


  • Financial Advisor Close to Brentwood, TN

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Brentwood Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Brentwood area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Brentwood can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
17.2% of Brentwood's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Brentwood area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning involves much more than just setting up a will. In the Brentwood area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Brentwood area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Brentwood area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. Tennessee has unique laws defining which actions trigger a taxable event and has the 2nd lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Brentwood area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Brentwood area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Brentwood, TN


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Brentwood, TN

We evaluated over 13,000 RIA firms to bring you the best of the best Brentwood financial advisors.
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How Retirement-Friendly is Brentwood, TN?

  • Population: 42,407
  • % of Population 62 Years and Over: 17.2%
  • Average Home Value: $669,300
  • Average Monthly Housing Cost: $2,238
  • Average Household Income: $219,628
  • Tennessee Total Tax Burden: 5.74% (2nd Lowest in U.S.)
  • Tennessee Property Tax: 1.70% (3rd Lowest in U.S.)
  • Tennessee Individual Income Tax: 0.08% (8th Lowest in U.S.)
  • Tennessee Sales and Excise Tax: 3.96% (14th Highest in U.S.)


The Top Financial Advisor Firms in Brentwood, TN


TAYLOR SECURITIES, INC.

Website

(615) 372-1356

100 Winners Circle
Suite 400
Brentwood, TN 37027

SEC#: 801-44465
Years in Business: 28 years

LAFFER TENGLER INVESTMENTS, INC.

Website

(704) 594-5448

310 Seven Springs Way, Suite 230

Brentwood, TN 37027

SEC#: 801-56953
Years in Business: 21 years

CALDWELL ADVISORS, LLC

Website

(615) 370-8988

5210 Maryland Way
Ste 202
Brentwood, TN 37027

SEC#: 801-106730
Years in Business: 5 years

SUMMIT CAPITAL SOLUTIONS LLC

Website

(615) 340-0801

6 Cadillac Drive
Suite 310
Brentwood, TN 37027

SEC#: 801-106842
Years in Business: 5 years

LBMC INVESTMENT ADVISORS, LLC

Website

(615) 377-4603

201 Franklin Road
Suite 400
Brentwood, TN 37027

SEC#: 801-55589
Years in Business: 23 years

PONDER INVESTMENT CO

Website

(615) 690-5541

10 Cadillac Drive
Suite 120
Brentwood, TN 37027

SEC#: 801-30773
Years in Business: 33 years

ROBINSON INVESTMENT GROUP INC

Website

(615) 242-3447

5301 Virginia Way Ste 150

Brentwood, TN 37027

SEC#: 801-51450
Years in Business: 25 years

LUKEN INVESTMENT ANALYTICS, LLC

Website

(615) 550-5570

136 Frierson Street

Brentwood, TN 37027

SEC#: 801-112496
Years in Business: 3 years

PRUDENT STREET FINANCIAL ADVISORS, LLC

Website

(615) 523-0660

104 Continental Place
Suite 100
Brentwood, TN 37027

SEC#: 801-74401
Years in Business: 9 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(615) 340-0801

6 Cadillac Dr.
Suite 310
Brentwood, TN 37027

SEC#: 801-79938
Years in Business: 7 years