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VERIFIEDFlagship Financial Advisors
1000 Corporate Centre Drive
Suite 140
Franklin, TN 37067
615-823-2233
About Flagship Financial Advisors
Achievement and success often bring financial complexity. At Flagship Financial Advisors, we help simplify your financial life so you can focus on living the life you envision.
Our approach combines personalized, fact-based investing with hands-on planning and management experience. As an independent firm, we bring control and accountability to the entire relationship - helping you weather surprises, minimize volatility, and stay on track toward your goals.
With over 50 years of combined experience, our team is positioned to guide you through life's financial challenges and make a meaningful impact. That's what drives us every day.
Flagship Financial Advisors was built on a simple mission: provide clients with the best financial solutions for their unique situations. We're honored to work with exceptional clients and trusted partners, fostering long-term relationships built on trust, communication, and mutual respect.
Our coordinated approach stands apart from how most of the industry operates. As fiduciaries, we are legally bound to act in your best interests - and that's not the norm.
See Disclosures
General Information
Firm Start Year
2019
No. of Employees
5-9
Firm CRD#
283816
Name of Custodial Firm
Charles Schwab and Fidelity
Years of Experience in Financial Services
34
Work Experience
We started this local firm as a declaration of independence. Believing people deserve the best financial solutions for their situations.
An experienced, local independent practice, with Trusted Partners all working as a team - we are passionate about delivering professional advice, manageable planning and personalized service with a goal to giving you the financial confidence to focus on living the life you envisioned.
Our Values:
We do not produce or sell any internal products, which allows us to provide recommendations that prioritize your best interests. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients lives unfold and their needs evolve. This gives them the complete picture and confidence in their future. We work as an advocate for our clients, dedicated to empowering them to realize their financial and life dreams in the most caring way possible.
Pursue Truth: Lead with honesty and integrity, ask bold questions and never compromise the truth.
Education: As we discover new ideas, so will our clients. We use our knowledge to improve others lives.
Responsibility: Success begins with personal responsibility.
Serve with Purpose: It's our passion for service that drives us.
Inspire: To empower positive change is to inspire the courage to act.
Enrich Lives: Success is measured by what we give in wisdom and wealth to others.
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management
Services
Investment Types
Exchange Traded Funds (ETFs), Stocks, Bonds, Options & Futures, Alternative Investments, Mutual Funds
Can meet clients in the following ways
Your Office, Email, Video Conference, Our Offices, Your Home, Our Office, Phone
Compliance
Registered Investment Advisor
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
Have a clean record
Criminal Disclosures in Last 5 years
Have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
AIF®, CRPC®, AAMS®, CMFC®
Securities Licenses
Series 66, Series 65, Series 31, Series 7, Series 6
Firm Information
Firm's Number of Clients
400
Firm's Number of Planning Clients
400
Firm's Number of Managed Clients
400
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$50,000
Compensation Methods
Flat Fee
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Our firm adheres to the FIDUCIARY STANDARD. This means we are legally and ethically held to giving our clients advice that is in their best interest. Investment advice offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor DBA Flagship Financial Advisors.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1889360/retirementplanning-Flagship-Financial-Advisors-detailed-disclosure.html