Find a Financial Advisor in Franklin, TN

 

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We did the hard work of finding trustworthy partners in Franklin, TN.

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We Only Work With The Best Franklin 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

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

Experience

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 Franklin, TN


  • Financial Advisor Close to Franklin, 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 Franklin, 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 Franklin, TN

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

  • Population: 77,939
  • % of Population 62 Years and Over: 16.3%
  • Average Home Value: $426,400
  • Average Monthly Housing Cost: $1,595
  • Average Household Income: $123,066
  • 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 Franklin, TN

 

CAPWEALTH INSIGHTS, LLC

Website

(615) 778-0740

4031 Aspen Grove Drive
Suite 600
Franklin, TN 37064

SEC#: 801-78769
Years in Business: 7 years

CYPRESS CAPITAL, LLC

Website

(615) 467-6075

436 Main Street
Suite 205
Franklin, TN 37064

SEC#: 801-79771
Years in Business: 7 years

GREENSVIEW WEALTH MANAGEMENT

Website

(312) 471-1677

501 Corporate Center Drive
Suite 315
Franklin, TN 37067

SEC#: 801-113535
Years in Business: 3 years

OPTIVISE ADVISORY SERVICES LLC

Website

(855) 378-1806

109 Holiday Ct
Suite A6
Franklin, TN 37067

SEC#: 801-115232
Years in Business: 2 years

SAVVY FINANCIAL

Website

(469) 236-6226

231 Public Square
Suite 300, Pmb 6
Franklin, TN 37064

SEC#: 801-116822
Years in Business: 2 years

CYPRESS CAPITAL ADVISORS, LLC

Website

(615) 467-6075

436 Main St.
Suite 205
Franklin, TN 37064

SEC#: 801-110818
Years in Business: 4 years

HAWSGOODWIN WEALTH

Website

(615) 771-1012

5000 Meridian Boulevard
Suite 530
Franklin, TN 37067

SEC#: 801-79585
Years in Business: 7 years

SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC.

Website

(615) 861-6100

801 Crescent Centre Drive
Suite 600
Franklin, TN 37067

SEC#: 801-107971
Years in Business: 5 years

ABOUND WEALTH MANAGEMENT, LLC

Website

(615) 226-3667

108 Fourth Avenue South
Suite 207
Franklin, TN 37064

SEC#: 801-108697
Years in Business: 4 years

 


Franklin, TN Financial Advisor FAQs

Different people have different needs and sometimes a financial advisor would be helpful. Ask yourself these questions- Who do I know financially? Do I have any type of investment knowledge? If you answer no to both, then you might consider hiring an experienced professional to help with the process.
A financial advisor can conduct all or any number of the following tasks, depending on what suits your needs as a client. Financial advisors identify major savings goals and help you develop a plan to meet those goals.
Financial advisors are compensated based on either a set fee per hour, or by choosing to work for commission. The fees vary according to the advisor's level of experience and the scope of services provided as well as geographical location.
Seek a financial advisor who has a fiduciary responsibility towards you. A fiduciary, by law, must place your best interest ahead of their own.