Find a Financial Advisor in Williamson County, TN

 

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

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We Only Work With The Best Williamson 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 Williamson County, TN


  • Financial Advisor Close to Williamson 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 Williamson 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 Williamson County, TN

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

  • Population: 225,389
  • % of Population 62 Years and Over: 16.2%
  • Average Home Value: $452,300
  • Average Monthly Housing Cost: $1,645
  • Average Household Income: $149,836
  • 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 Williamson County, 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: 22 years

CALDWELL ADVISORS, LLC

Website

(615) 370-8988

5210 Maryland Way
Ste 202
Brentwood, TN 37027

SEC#: 801-106730
Years in Business: 6 years

SUMMIT CAPITAL SOLUTIONS LLC

Website

(615) 340-0801

6 Cadillac Drive
Suite 310
Brentwood, TN 37027

SEC#: 801-106842
Years in Business: 6 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: 34 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

 


Williamson County, TN Financial Advisor FAQs

Ask about the advisor’s background and qualifications. What is their education level? How long have they been in practice? The more years an advisor has under their belt, the better able they are to offer good advice. It's also important to ask what experience they have.
Financial advisors get paid in two ways. They usually charge an hourly fee, while some advisors will work on a commission basis.
An advisor should have a fiduciary duty, which would mean that they can not recommend any financial products or services if they are receiving a commission. As a client, you need to know that your interests come first and foremost.
Financial advisors can help people do a lot of things, from managing their investments to finding the right mortgage for them to buying a house. They help in practically every small and big decision you have to deal in your financial life.