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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 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 registration checks. 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 - April 25, 2025Brentwood has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 19 non-vetted advisors in your local area. These retirement advisors in Brentwood, Tennessee have an average of 52 years of experience.
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List of Qualified Retirement Planning Advisors in Brentwood, Tennessee
VERIFIEDFlagship 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Brentwood, Tennessee (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 5110 Maryland Way, Suite 300, Brentwood, TN, 37027-7508 | $2,913,693,892 | 6330 | 34 | A percentage of AUM, Fixed fees, Commission Based |
| 2 | 201 Franklin Road, Suite 400 Brentwood, TN, 37027 | $1,953,855,930 | 1655 | 8 | A percentage of AUM, Fixed fees |
| 3 | 10 Cadillac Drive, Suite 120 Brentwood, TN, 37027 | $1,264,051,185 | 41 | 6 | A percentage of AUM, Fixed fees |
| 4 | 5511 Virginia Way, Suite 180 Brentwood, TN, 37027 | $1,138,830,519 | 7 | 21 | A percentage of AUM, Performance Based |
| 5 | 6 Cadillac Dr., Suite 300 Brentwood, TN, 37027 | $1,108,014,329 | 3449 | 21 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 6 Cadillac Dr., Suite 310 Brentwood, TN, 37027 | $787,466,707 | 6111 | 110 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 340 Seven Springs Way, Suite 710 Brentwood, TN, 37027-4536 | $765,139,458 | 1057 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 101 Winners Circle, Suite 101 Brentwood, TN, 37027-5038 | $696,599,707 | 1195 | 9 | A percentage of AUM |
| 9 | 5214 Maryland Way, Suite 405 Brentwood, TN, 37027 | $685,425,804 | 859 | 7 | A percentage of AUM |
| 10 | 320 Seven Springs Way, Suite 250 Brentwood, TN, 37027 | $343,162,879 | 3 | 6 | A percentage of AUM |
| 11 | 5210 Maryland Way, Ste 202 Brentwood, TN, 37027 | $322,739,217 | 1032 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 100 Winners Circle, Suite 400 Brentwood, TN, 37027 | $283,848,153 | 342 | 6 | A percentage of AUM |
| 13 | 7003 Chadwick Dr., Suite 238 Brentwood, TN, 37027 | $208,780,455 | 1 | 3 | Performance Based, Other (NEGOTIATED FEE) |
| 14 | 136 Frierson Street, Brentwood, TN, 37027 | $200,869,615 | 519 | 6 | A percentage of AUM, Subscription fees |
| 15 | 7003 Chadwick Drive, Suite 210 Brentwood, TN, 37027 | $145,557,003 | 101 | 1 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Brentwood, Tennessee
QualificationsFirm CRD# 47893
Assets Under Management $2,913,693,892
No. Of Clients6330
Clients Per Financial Advisor186
THOROUGHBRED FINANCIAL SERVICES, LLC is a financial advisory firm situated in Brentwood, Tennessee. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6330 clients. The team consists of 34 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 108943
Assets Under Management $1,953,855,930
No. Of Clients1655
Clients Per Financial Advisor207
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 1655 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
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Other (CONSULTING SERVICES)
QualificationsFirm CRD# 328876
Assets Under Management $1,264,051,185
No. Of Clients41
Clients Per Financial Advisor7
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 6 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 businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 158849
Assets Under Management $1,138,830,519
No. Of Clients7
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 7 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 individuals and/or small businesses
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 145536
Assets Under Management $1,108,014,329
No. Of Clients3449
Clients Per Financial Advisor164
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 3449 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 167816
Assets Under Management $787,466,707
No. Of Clients6111
Clients Per Financial Advisor56
VIRTUE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Brentwood, Tennessee. With a nearly $787M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6111 clients. The team consists of 110 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 services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
QualificationsFirm CRD# 127411
Assets Under Management $765,139,458
No. Of Clients1057
Clients Per Financial Advisor106
SEVEN SPRINGS WEALTH GROUP is a financial advisory firm situated in Brentwood, Tennessee. With a nearly $765M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1057 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 130417
Assets Under Management $696,599,707
No. Of Clients1195
Clients Per Financial Advisor133
PROVIDENT WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Brentwood, Tennessee. With a nearly $697M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1195 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 283478
Assets Under Management $685,425,804
No. Of Clients859
Clients Per Financial Advisor123
TRANQUILITY PARTNERS, LLC is a financial advisory firm situated in Brentwood, Tennessee. With a nearly $685M assets under management, the firm specializes in crafting personalized retirement planning solutions for 859 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 314541
Assets Under Management $343,162,879
No. Of Clients3
Clients Per Financial Advisor1
VALKYRIE FUNDS LLC is a financial advisory firm situated in Brentwood, Tennessee. With a nearly $343M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 144408
Assets Under Management $322,739,217
No. Of Clients1032
Clients Per Financial Advisor129
CALDWELL ADVISORS, LLC is a financial advisory firm situated in Brentwood, Tennessee. With a nearly $323M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1032 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 17575
Assets Under Management $283,848,153
No. Of Clients342
Clients Per Financial Advisor57
TAYLOR SECURITIES, INC. is a financial advisory firm situated in Brentwood, Tennessee. With a nearly $284M assets under management, the firm specializes in crafting personalized retirement planning solutions for 342 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
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 284649
Assets Under Management $208,780,455
No. Of Clients1
Clients Per Financial Advisor0
COVE CAPITAL MANAGEMENT INC. is a financial advisory firm situated in Brentwood, Tennessee. With a nearly $209M 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 vehicles
QualificationsFirm CRD# 169008
Assets Under Management $200,869,615
No. Of Clients519
Clients Per Financial Advisor87
LUKEN INVESTMENT ANALYTICS, LLC is a financial advisory firm situated in Brentwood, Tennessee. With a nearly $201M assets under management, the firm specializes in crafting personalized retirement planning solutions for 519 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
- Subscription fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
QualificationsFirm CRD# 170487
Assets Under Management $145,557,003
No. Of Clients101
Clients Per Financial Advisor101
ERISA ADVISERS, INC. is a financial advisory firm situated in Brentwood, Tennessee. With a nearly $146M assets under management, the firm specializes in crafting personalized retirement planning solutions for 101 clients. The team consists of 1 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 and/or small businesses
- Pesnsion consulting services
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Brentwood, Tennessee
- Retirement Planners in Franklin, Tennessee
- Retirement Planners in Knoxville, Tennessee
- Retirement Planners in Maryville, Tennessee
Looking for more choices? Use our free match service to compare retirement planners serving your area.