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We Only Work With The Best Cookeville Financial Advisors

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

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Our partners will never sell investment products they receive a commission from

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All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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

  • Financial Advisor Close to Cookeville, 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

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

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

  • Population: 33,454
  • % of Population 62 Years and Over: 16.3%
  • Average Home Value: $173,100
  • Average Monthly Housing Cost: $729
  • Average Household Income: $55,601
  • 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.)


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The Top Financial Advisor Firms in Cookeville, TN

 

COMPASS ADVISORY PARTNERS LLC

Website

(931) 400-0012

480 One Eleven Place

Cookeville, TN 38056

SEC#: 801-89171
Years in Business: 7 years

CRAVENS & COMPANY WEALTH MANAGEMENT

Website

(931) 528-6865

1080 Interstate Drive

Cookeville, TN 38501

SEC#: 801-112875
Years in Business: 4 years

OPTIVISE ADVISORY SERVICES LLC

Website

(931) 738-4733

1125 Perimeter Park Dr
Suite 301
Cookeville, TN 38501

SEC#: 801-115232
Years in Business: 3 years

OPTIVISE ADVISORY SERVICES LLC

Website

(931) 738-4733

1125 Perimeter Park Dr
Suite 301
Cookeville, TN 38501

SEC#: 801-115232
Years in Business: 3 years

OPTIVISE ADVISORY SERVICES LLC

Website

(931) 738-4733

1125 Perimeter Park Dr
Suite 301
Cookeville, TN 38501

SEC#: 801-115232
Years in Business: 3 years

OPTIVISE ADVISORY SERVICES LLC

Website

(931) 738-4733

1125 Perimeter Park Dr
Suite 301
Cookeville, TN 38501

SEC#: 801-115232
Years in Business: 3 years

OPTIVISE ADVISORY SERVICES LLC

Website

(931) 738-4733

1125 Perimeter Park Dr
Suite 301
Cookeville, TN 38501

SEC#: 801-115232
Years in Business: 3 years

OPTIVISE ADVISORY SERVICES LLC

Website

(931) 738-4733

1125 Perimeter Park Dr
Suite 301
Cookeville, TN 38501

SEC#: 801-115232
Years in Business: 3 years

OPTIVISE ADVISORY SERVICES LLC

Website

(931) 738-4733

1125 Perimeter Park Dr
Suite 301
Cookeville, TN 38501

SEC#: 801-115232
Years in Business: 3 years

 


Cookeville, TN Financial Advisor FAQs

Cookeville is a city in Tennessee, United States. It is the county seat and largest city in Putnam County. Located on the Highland Rim, it is a few hundred miles to the east of Nashville. Approximately 2,000 people are employed by the Nissan plant in Cookeville. The plant manufactures sport utility vehicles and commercial trucks. It is one of the largest employers in the area. Another large employer is Tennessee Tech University, which employs over 1,500 people. The area around Cookeville is best known for its rolling hills and a wide variety of outdoor activities, including hiking, fishing, golfing, camping, and cycling. The city itself is home to Tennessee Tech University and a number of businesses, including a large Nissan factory. Financial advisors can be found in Cookeville, TN, the county seat and the largest city of Putnam County. It is home to Tennessee Technological University. The city is located 79 miles east of Nashville and 101 miles west of Knoxville. Connect with nearby financial advisors through the links below.

A financial advisor will look at a prospective client's assets, income, debts, retirement accounts and other sources of income to try to figure out how they can best be set up for success in the future. The advisor can help with investing education as well as retirement planning.

Yes. A personal advisor will help guide you on your investments, ensure they are diversified, and provide unbiased opinions about what is best for you.

The interest and other benefits an advisor can provide, such as tax and insurance planning services, depend on your needs. Advisors generally recommend a service plan to meet those needs. Important factors in determining fees are the amount of assets managed and the scope of services requested by the client.

Check for experience. Overall time in industry is a good measure, but if this is your first advisor it may be more important to find someone who has several years' worth of work that you can review up front. Read reviews before committing if possible, and think about what type of guidance you need.


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