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Find Retirement Advisors for Retirement Planning in Cookeville, 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.

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Top 3 Retirement Planning firms in Cookeville, Tennessee (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
COMPASS ADVISORY PARTNERS LLC
480 One Eleven Place,
Cookeville, TN, 38056
$305,811,500163415
A Percentage of AUM, Hourly charges
2
CRAVENS & COMPANY WEALTH MANAGEMENT
1080 Interstate Drive,
Cookeville, TN, 38501
$195,795,5124875
A Percentage of AUM, Hourly charges, Fixed Fees
3
RETIREMENT SPECIALTY GROUP, INC.
1125 Perimeter Park Drive, Suite 301
Cookeville, TN, 38501
$41,648,7326323
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Cookeville, Tennessee

QualificationsFirm CRD# 119377

Assets Under Management $305,811,500

No. Of Clients1634

Clients Per Financial Advisor109

COMPASS ADVISORY PARTNERS LLC is a financial advisory firm situated in Cookeville, Tennessee. With a nearly $306M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1634 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

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

QualificationsFirm CRD# 130071

Assets Under Management $195,795,512

No. Of Clients487

Clients Per Financial Advisor97

CRAVENS & COMPANY WEALTH MANAGEMENT is a financial advisory firm situated in Cookeville, Tennessee. With a nearly $196M assets under management, the firm specializes in crafting personalized retirement planning solutions for 487 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 313166

Assets Under Management $41,648,732

No. Of Clients632

Clients Per Financial Advisor211

RETIREMENT SPECIALTY GROUP, INC. is a financial advisory firm situated in Cookeville, Tennessee. With a nearly $42M assets under management, the firm specializes in crafting personalized retirement planning solutions for 632 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

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