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Find Retirement Advisors for Retirement Planning in Brentwood, Tennessee

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Brentwood, Tennessee

Last Updated - May 13, 2024

Brentwood has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 20 non-vetted advisors in your local area. These retirement advisors in Brentwood, Tennessee have an average of 29 years of experience.

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List of Qualified Retirement Planning Advisors in Brentwood, Tennessee

advisor-photo
vector.svg VERIFIED

Flagship Financial Advisors
CMFC®, CRPC®, AAMS®, AIF®

Qualifications
Firm CRD# 283816
Series 6, 7, 31, 65, 66

Minimum Assets Required
$50,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Flat Fee

advisor-photo
vector.svg VERIFIED

Jacob Bauchmann
CFP®, CFA®
LPL Financial

Qualifications
CRD# 5692581
Firm CRD# 6413
Series 7, 24, 66

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management.

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

Jeff Kernodle
Farther

Qualifications
CRD# 2948482
Firm CRD# 302050
Series 7, 24, 63, 65

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

advisor-photo

Qualifications
Firm CRD# 145536
Series 65

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.

Compensation/Fee

Based on Assets

Top 15 Retirement Planning firms in Brentwood, Tennessee (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
THOROUGHBRED FINANCIAL SERVICES, LLC
5110 Maryland Way, Suite 300,
Brentwood, TN, 37027-7508
$2,440,440,866608733
A Percentage of AUM, Fixed Fees
2
LBMC INVESTMENT ADVISORS, LLC
201 Franklin Road, Suite 400
Brentwood, TN, 37027
$1,623,655,98515069
A Percentage of AUM, Fixed Fees
3
PHAROS CAPITAL GROUP, LLC
5511 Virginia Way, Suite 180
Brentwood, TN, 37027
$1,110,821,828621
A Percentage of AUM, Performance Based
4
KAUFMAN HALL INVESTMENT MANAGEMENT
10 Cadillac Drive, Suite 120
Brentwood, TN, 37027
$1,071,829,319413
A Percentage of AUM
5
TBH GLOBAL ASSET MANAGEMENT, LLC
6 Cadillac Dr., Suite 300
Brentwood, TN, 37027
$951,225,662318617
A Percentage of AUM, Hourly charges, Fixed Fees
6
VIRTUE CAPITAL MANAGEMENT, LLC
6 Cadillac Dr., Suite 310
Brentwood, TN, 37027
$941,394,2868035133
A Percentage of AUM, Hourly charges, Fixed Fees
7
TRPC ADVISORY SERVICES
5200 Maryland Way, Suite 310
Brentwood, TN, 37027
$701,859,3215668
A Percentage of AUM, Hourly charges, Fixed Fees
8
SEVEN SPRINGS WEALTH GROUP, LLC
340 Seven Springs Way, Suite 710
Brentwood, TN, 37027-4536
$575,478,288106910
A Percentage of AUM, Fixed Fees
9
TRANQUILITY PARTNERS, LLC
5214 Maryland Way, Suite 405
Brentwood, TN, 37027
$515,020,8387206
A Percentage of AUM
10
PROVIDENT WEALTH MANAGEMENT, LLC
101 Winners Circle, Suite 101
Brentwood, TN, 37027-5038
$506,343,26712189
A Percentage of AUM, Fixed Fees
11
CALDWELL ADVISORS, LLC
5210 Maryland Way, Ste 202
Brentwood, TN, 37027
$279,123,4789919
A Percentage of AUM, Hourly charges, Fixed Fees
12
PRUDENT STREET FINANCIAL ADVISORS, LLC
104 Continental Place, Suite 100
Brentwood, TN, 37027
$257,784,2754077
A Percentage of AUM, Hourly charges, Fixed Fees
13
TAYLOR SECURITIES, INC.
100 Winners Circle, Suite 400
Brentwood, TN, 37027
$243,877,7803588
A Percentage of AUM
14
LUKEN INVESTMENT ANALYTICS, LLC
136 Frierson Street,
Brentwood, TN, 37027
$188,641,7664475
A Percentage of AUM, Subscription Fees, Other (CONSULTING FEES)
15
COVE CAPITAL MANAGEMENT INC.
7003 Chadwick Dr., Suite 238
Brentwood, TN, 37027
$178,813,72613
Performance Based, Other (NEGOTIATED FEE)

Information on Top Retirement Planning firms in Brentwood, Tennessee

QualificationsFirm CRD# 47893

Assets Under Management $2,440,440,866

No. Of Clients6087

Clients Per Financial Advisor184

THOROUGHBRED FINANCIAL SERVICES, LLC is a financial advisory firm situated in Brentwood, Tennessee. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6087 clients. The team consists of 33 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 108943

Assets Under Management $1,623,655,985

No. Of Clients1506

Clients Per Financial Advisor167

LBMC INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Brentwood, Tennessee. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1506 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 158849

Assets Under Management $1,110,821,828

No. Of Clients6

Clients Per Financial Advisor0

PHAROS CAPITAL GROUP, LLC is a financial advisory firm situated in Brentwood, Tennessee. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 328876

Assets Under Management $1,071,829,319

No. Of Clients41

Clients Per Financial Advisor14

KAUFMAN HALL INVESTMENT MANAGEMENT is a financial advisory firm situated in Brentwood, Tennessee. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 41 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 145536

Assets Under Management $951,225,662

No. Of Clients3186

Clients Per Financial Advisor187

TBH GLOBAL ASSET MANAGEMENT, LLC is a financial advisory firm situated in Brentwood, Tennessee. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3186 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 167816

Assets Under Management $941,394,286

No. Of Clients8035

Clients Per Financial Advisor60

VIRTUE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Brentwood, Tennessee. With a nearly $941M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8035 clients. The team consists of 133 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 133795

Assets Under Management $701,859,321

No. Of Clients566

Clients Per Financial Advisor71

TRPC ADVISORY SERVICES is a financial advisory firm situated in Brentwood, Tennessee. With a nearly $702M assets under management, the firm specializes in crafting personalized retirement planning solutions for 566 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Pension Consulting Services
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 127411

Assets Under Management $575,478,288

No. Of Clients1069

Clients Per Financial Advisor107

SEVEN SPRINGS WEALTH GROUP, LLC is a financial advisory firm situated in Brentwood, Tennessee. With a nearly $575M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1069 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 283478

Assets Under Management $515,020,838

No. Of Clients720

Clients Per Financial Advisor120

TRANQUILITY PARTNERS, LLC is a financial advisory firm situated in Brentwood, Tennessee. With a nearly $515M assets under management, the firm specializes in crafting personalized retirement planning solutions for 720 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 130417

Assets Under Management $506,343,267

No. Of Clients1218

Clients Per Financial Advisor135

PROVIDENT WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Brentwood, Tennessee. With a nearly $506M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1218 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 144408

Assets Under Management $279,123,478

No. Of Clients991

Clients Per Financial Advisor110

CALDWELL ADVISORS, LLC is a financial advisory firm situated in Brentwood, Tennessee. With a nearly $279M assets under management, the firm specializes in crafting personalized retirement planning solutions for 991 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 160436

Assets Under Management $257,784,275

No. Of Clients407

Clients Per Financial Advisor58

PRUDENT STREET FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Brentwood, Tennessee. With a nearly $258M assets under management, the firm specializes in crafting personalized retirement planning solutions for 407 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 17575

Assets Under Management $243,877,780

No. Of Clients358

Clients Per Financial Advisor45

TAYLOR SECURITIES, INC. is a financial advisory firm situated in Brentwood, Tennessee. With a nearly $244M assets under management, the firm specializes in crafting personalized retirement planning solutions for 358 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 169008

Assets Under Management $188,641,766

No. Of Clients447

Clients Per Financial Advisor89

LUKEN INVESTMENT ANALYTICS, LLC is a financial advisory firm situated in Brentwood, Tennessee. With a nearly $189M assets under management, the firm specializes in crafting personalized retirement planning solutions for 447 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Subscription Fees
  • Other (CONSULTING FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 284649

Assets Under Management $178,813,726

No. Of Clients1

Clients Per Financial Advisor0

COVE CAPITAL MANAGEMENT INC. is a financial advisory firm situated in Brentwood, Tennessee. With a nearly $179M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Performance Based
  • Other (NEGOTIATED FEE)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

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