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Find Retirement Advisors for Retirement Planning in Franklin, 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 Franklin, Tennessee

Last Updated - May 23, 2024

Franklin has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 14 non-vetted advisors in your local area. These retirement advisors in Franklin, Tennessee have an average of 29 years of experience.

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List of Qualified Retirement Planning Advisors in Franklin, Tennessee

advisor-photo

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

advisor-photo
vector.svg VERIFIED

Jacob 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

advisor-photo
vector.svg VERIFIED

Jeff Kernodle
Farther

Qualifications
CRD# 2948482
Firm CRD# 302050
Series 7, 24, 63, 65

Minimum Assets Required
Not Specified

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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

Flagship 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

Top 14 Retirement Planning firms in Franklin, Tennessee (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
SAGESPRING WEALTH PARTNERS
801 Crescent Centre Drive, Suite 600
Franklin, TN, 37067
$4,277,447,07127053170
A Percentage of AUM, Hourly charges, Fixed Fees
2
CAPWEALTH ADVISORS, LLC
4031 Aspen Grove Drive, Suite 600
Franklin, TN, 37067
$1,209,907,766194618
A Percentage of AUM, Other (ADMINISTRATIVE FEES)
3
ABOUND WEALTH MANAGEMENT, LLC
317 Main Street, Suite 201
Franklin, TN, 37064
$787,153,136302626
A Percentage of AUM, Hourly charges, Other (FEES FOR SPEAKING ENGAGEMENTS)
4
BEACON CAPITAL MANAGEMENT, LLC
751 Cool Springs Blvd, Suite 106
Franklin, TN, 37067
$673,055,256504430
A Percentage of AUM, Hourly charges, Fixed Fees
5
CYPRESS CAPITAL, LLC
436 Main Street, Suite 205
Franklin, TN, 37064
$398,868,300156611
A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees
6
CYPRESS CAPITAL ADVISORS, LLC
436 Main St., Suite 205
Franklin, TN, 37064
$270,727,78112165
A Percentage of AUM, Hourly charges, Fixed Fees
7
OPTIVISE ADVISORY SERVICES LLC
109 Holiday Ct, Suite A6
Franklin, TN, 37067
$234,504,876197820
A Percentage of AUM, Hourly charges, Subscription Fees, Other (SHARE IN FEE PAID TO SUB-ADVISOR, BACK OFFICE CLERICAL AND ADMIN)
8
PREMIER PRIVATE WEALTH, LLC
725 Cool Springs Blvd., Unit 460
Franklin, TN, 37067
$226,783,4081887
A Percentage of AUM, Hourly charges, Fixed Fees
9
CAP PARTNERS, LLC
109 International Drive, Suite 210
Franklin, TN, 37067
$149,655,376112212
A Percentage of AUM, Hourly charges, Other (FLAT FEES)
10
EFINANCIAL ALLIANCE, LLC
106 Mission Court, Ste 703
Franklin, TN, 37067
$123,000,0006034
A Percentage of AUM, Hourly charges, Fixed Fees
11
SAGE INVESTMENT COUNSEL
142 5th Avenue North, Suite A
Franklin, TN, 37064
$121,221,0501714
A Percentage of AUM, Fixed Fees, Performance Based
12
GREENSVIEW WEALTH MANAGEMENT
501 Corporate Center Drive, Suite 315
Franklin, TN, 37067
$121,096,0003735
A Percentage of AUM, Hourly charges, Fixed Fees
13
PLANROCK INVESTMENTS LLC
1850 General George Patton Dr, Suite 205
Franklin, TN, 37067
$24,250,435802
A Percentage of AUM, Fixed Fees
14
SAVVYFI
231 Public Square, Suite 300, Pmb 6
Franklin, TN, 37064
$398,9531494
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Franklin, Tennessee

QualificationsFirm CRD# 283515

Assets Under Management $4,277,447,071

No. Of Clients27053

Clients Per Financial Advisor159

SAGESPRING WEALTH PARTNERS is a financial advisory firm situated in Franklin, Tennessee. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 27053 clients. The team consists of 170 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
View Full Profile

QualificationsFirm CRD# 148781

Assets Under Management $1,209,907,766

No. Of Clients1946

Clients Per Financial Advisor108

CAPWEALTH ADVISORS, LLC is a financial advisory firm situated in Franklin, Tennessee. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1946 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (ADMINISTRATIVE FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 285903

Assets Under Management $787,153,136

No. Of Clients3026

Clients Per Financial Advisor116

ABOUND WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Franklin, Tennessee. With a nearly $787M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3026 clients. The team consists of 26 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Other (FEES FOR SPEAKING ENGAGEMENTS)

Financial Planning Services

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

QualificationsFirm CRD# 156228

Assets Under Management $673,055,256

No. Of Clients5044

Clients Per Financial Advisor168

BEACON CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Franklin, Tennessee. With a nearly $673M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5044 clients. The team consists of 30 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
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 171266

Assets Under Management $398,868,300

No. Of Clients1566

Clients Per Financial Advisor142

CYPRESS CAPITAL, LLC is a financial advisory firm situated in Franklin, Tennessee. With a nearly $399M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1566 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Subscription Fees
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 288944

Assets Under Management $270,727,781

No. Of Clients1216

Clients Per Financial Advisor243

CYPRESS CAPITAL ADVISORS, LLC is a financial advisory firm situated in Franklin, Tennessee. With a nearly $271M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1216 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 301764

Assets Under Management $234,504,876

No. Of Clients1978

Clients Per Financial Advisor99

OPTIVISE ADVISORY SERVICES LLC is a financial advisory firm situated in Franklin, Tennessee. With a nearly $235M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1978 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Subscription Fees
  • Other (SHARE IN FEE PAID TO SUB-ADVISOR
  • BACK OFFICE CLERICAL AND ADMIN)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 314516

Assets Under Management $226,783,408

No. Of Clients188

Clients Per Financial Advisor27

PREMIER PRIVATE WEALTH, LLC is a financial advisory firm situated in Franklin, Tennessee. With a nearly $227M assets under management, the firm specializes in crafting personalized retirement planning solutions for 188 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
View Full Profile

QualificationsFirm CRD# 144779

Assets Under Management $149,655,376

No. Of Clients1122

Clients Per Financial Advisor94

CAP PARTNERS, LLC is a financial advisory firm situated in Franklin, Tennessee. With a nearly $150M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1122 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Other (FLAT FEES)

Financial Planning Services

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

QualificationsFirm CRD# 161352

Assets Under Management $123,000,000

No. Of Clients603

Clients Per Financial Advisor151

EFINANCIAL ALLIANCE, LLC is a financial advisory firm situated in Franklin, Tennessee. With a nearly $123M assets under management, the firm specializes in crafting personalized retirement planning solutions for 603 clients. The team consists of 4 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
View Full Profile

QualificationsFirm CRD# 116907

Assets Under Management $121,221,050

No. Of Clients171

Clients Per Financial Advisor43

SAGE INVESTMENT COUNSEL is a financial advisory firm situated in Franklin, Tennessee. With a nearly $121M assets under management, the firm specializes in crafting personalized retirement planning solutions for 171 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 297321

Assets Under Management $121,096,000

No. Of Clients373

Clients Per Financial Advisor75

GREENSVIEW WEALTH MANAGEMENT is a financial advisory firm situated in Franklin, Tennessee. With a nearly $121M assets under management, the firm specializes in crafting personalized retirement planning solutions for 373 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 304803

Assets Under Management $24,250,435

No. Of Clients80

Clients Per Financial Advisor40

PLANROCK INVESTMENTS LLC is a financial advisory firm situated in Franklin, Tennessee. With a nearly $24M assets under management, the firm specializes in crafting personalized retirement planning solutions for 80 clients. The team consists of 2 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
View Full Profile

QualificationsFirm CRD# 304337

Assets Under Management $398,953

No. Of Clients149

Clients Per Financial Advisor37

SAVVYFI is a financial advisory firm situated in Franklin, Tennessee. With a nearly $399K assets under management, the firm specializes in crafting personalized retirement planning solutions for 149 clients. The team consists of 4 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
View Full Profile

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