Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | COMPASS ADVISORY PARTNERS LLC 480 One Eleven Place, Cookeville, TN, 38056 | $305,811,500 | 1634 | 15 | A Percentage of AUM, Hourly charges |
2 | CRAVENS & COMPANY WEALTH MANAGEMENT 1080 Interstate Drive, Cookeville, TN, 38501 | $195,795,512 | 487 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | RETIREMENT SPECIALTY GROUP, INC. 1125 Perimeter Park Drive, Suite 301 Cookeville, TN, 38501 | $41,648,732 | 632 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
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.
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.
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.
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