Find a Financial Advisor in Rutherford County, TN

 

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

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We Only Work With The Best Rutherford County 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 Rutherford County, TN


  • Financial Advisor Close to Rutherford County, 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 Rutherford County, 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 Rutherford County, TN

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

  • Population: 315,815
  • % of Population 62 Years and Over: 12.9%
  • Average Home Value: $215,000
  • Average Monthly Housing Cost: $1,107
  • Average Household Income: $82,581
  • 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 Rutherford County, TN

 

RETIREMENT CAPITAL MANAGEMENT, LLC

Website

(615) 890-1000

1832 Ward Drive
Suite 101
Murfreesboro, TN 37129

SEC#: 801-81099
Years in Business: 6 years

APO FINANCIAL SERVICES, LLC

Website

(615) 392-4278

100 East Vine Street
Suite 309
Murfreesboro, TN 37130

SEC#: 801-118090
Years in Business: 1 years

CAPITAL MARKETS IQ, LLC

Website

(615) 624-2520

2670 Memorial Blvd
Ste C
Murfreesboro, TN 37129

SEC#: 801-69992
Years in Business: 12 years

SOUND INCOME STRATEGIES, LLC

Website

(419) 631-4904

232 Heritage Park Drive
Suite102
Murfreesboro, TN 37129

SEC#: 801-80425
Years in Business: 6 years

SOUND INCOME STRATEGIES, LLC

Website

(615) 900-1441

232 Heritage Park Drive
Suite102
Murfreesboro, TN 37129

SEC#: 801-80425
Years in Business: 6 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(615) 809-3535

21 S. Public Sq.

Murfreesboro, TN 37130

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

BEAM ASSET MANAGEMENT, LLC

Website

(615) 867-1099

142 Uptown Square

Murfreesboro, TN 37129

SEC#: 801-60334
Years in Business: 20 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(615) 809-3535

21 S. Public Sq.

Murfreesboro, TN 37130

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

CAPITAL MARKETS IQ, LLC

Website

(615) 624-2520

2670 Memorial Blvd
Ste C
Murfreesboro, TN 37129

SEC#: 801-69992
Years in Business: 12 years

 


Rutherford County, TN Financial Advisor FAQs

Ask about their licenses, affiliations, and certifications. In order to provide tips and guidance on your fiscal situation, a taxpayer's advisor needs the appropriate licensing.
Fee based advisors charge their clients either an hourly fee for advice time or a flat fee for a specific product service. Commission-based advisors stand to earn more per transaction, but they also assume more risk in investing a client's funds due to the variety of investment products available and lack of surety that investments will be successful.
Be sure that your advisor does not take an employee-client relationship with you. It's important that he or she takes more of a partnership-customer relationship where you are partners at all levels.
Yes. A financial advisor will help you identify financial goals and devise a plan of action to achieve them.