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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 - April 12, 2024Brentwood 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 25 years of experience.
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List of Qualified Retirement Planning Advisors in Brentwood, Tennessee
VERIFIEDGabriel Talley
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 6123199
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
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
VERIFIEDJacob 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
VERIFIED 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
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 | THOROUGHBRED FINANCIAL SERVICES, LLC 5110 Maryland Way, Suite 300, Brentwood, TN, 37027-7508 | $2,440,440,866 | 6087 | 33 | A Percentage of AUM, Fixed Fees |
| 2 | LBMC INVESTMENT ADVISORS, LLC 201 Franklin Road, Suite 400 Brentwood, TN, 37027 | $1,623,655,985 | 1506 | 9 | A Percentage of AUM, Fixed Fees |
| 3 | PHAROS CAPITAL GROUP, LLC 5511 Virginia Way, Suite 180 Brentwood, TN, 37027 | $1,110,821,828 | 6 | 21 | A Percentage of AUM, Performance Based |
| 4 | KAUFMAN HALL INVESTMENT MANAGEMENT 10 Cadillac Drive, Suite 120 Brentwood, TN, 37027 | $1,071,829,319 | 41 | 3 | A Percentage of AUM |
| 5 | TBH GLOBAL ASSET MANAGEMENT, LLC 6 Cadillac Dr., Suite 300 Brentwood, TN, 37027 | $951,225,662 | 3186 | 17 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | VIRTUE CAPITAL MANAGEMENT, LLC 6 Cadillac Dr., Suite 310 Brentwood, TN, 37027 | $941,394,286 | 8035 | 133 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | TRPC ADVISORY SERVICES 5200 Maryland Way, Suite 310 Brentwood, TN, 37027 | $701,859,321 | 566 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | SEVEN SPRINGS WEALTH GROUP, LLC 340 Seven Springs Way, Suite 710 Brentwood, TN, 37027-4536 | $575,478,288 | 1069 | 10 | A Percentage of AUM, Fixed Fees |
| 9 | TRANQUILITY PARTNERS, LLC 5214 Maryland Way, Suite 405 Brentwood, TN, 37027 | $515,020,838 | 720 | 6 | A Percentage of AUM |
| 10 | PROVIDENT WEALTH MANAGEMENT, LLC 101 Winners Circle, Suite 101 Brentwood, TN, 37027-5038 | $506,343,267 | 1218 | 9 | A Percentage of AUM, Fixed Fees |
| 11 | CALDWELL ADVISORS, LLC 5210 Maryland Way, Ste 202 Brentwood, TN, 37027 | $279,123,478 | 991 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | PRUDENT STREET FINANCIAL ADVISORS, LLC 104 Continental Place, Suite 100 Brentwood, TN, 37027 | $257,784,275 | 407 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | TAYLOR SECURITIES, INC. 100 Winners Circle, Suite 400 Brentwood, TN, 37027 | $243,877,780 | 358 | 8 | A Percentage of AUM |
| 14 | LUKEN INVESTMENT ANALYTICS, LLC 136 Frierson Street, Brentwood, TN, 37027 | $188,641,766 | 447 | 5 | A Percentage of AUM, Subscription Fees, Other (CONSULTING FEES) |
| 15 | COVE CAPITAL MANAGEMENT INC. 7003 Chadwick Dr., Suite 238 Brentwood, TN, 37027 | $178,813,726 | 1 | 3 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 Chattanooga, Tennessee
- Retirement Planners in Franklin, Tennessee
- Retirement Planners in Kingsport, Tennessee
Looking for more choices? Use our free match service to compare retirement planners serving your area.