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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 - December 1, 2024Franklin has 5 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 39 years of experience.
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List of Qualified Retirement Planning Advisors in Franklin, Tennessee
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
VERIFIEDJeff 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
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
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDSteven Simerka
CIMA®
Prudential
Qualifications
CRD# 1292568
Firm CRD# 5685
Series 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 14 Retirement Planning firms in Franklin, Tennessee (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | SAGESPRING WEALTH PARTNERS 801 Crescent Centre Drive, Suite 600 Franklin, TN, 37067 | $4,277,447,071 | 27053 | 170 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | CAPWEALTH ADVISORS, LLC 4031 Aspen Grove Drive, Suite 600 Franklin, TN, 37067 | $1,209,907,766 | 1946 | 18 | A Percentage of AUM, Other (ADMINISTRATIVE FEES) |
| 3 | ABOUND WEALTH MANAGEMENT, LLC 317 Main Street, Suite 201 Franklin, TN, 37064 | $787,153,136 | 3026 | 26 | 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 | $673,055,256 | 5044 | 30 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | CYPRESS CAPITAL, LLC 436 Main Street, Suite 205 Franklin, TN, 37064 | $398,868,300 | 1566 | 11 | A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees |
| 6 | CYPRESS CAPITAL ADVISORS, LLC 436 Main St., Suite 205 Franklin, TN, 37064 | $270,727,781 | 1216 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | OPTIVISE ADVISORY SERVICES LLC 109 Holiday Ct, Suite A6 Franklin, TN, 37067 | $234,504,876 | 1978 | 20 | 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 | $226,783,408 | 188 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | CAP PARTNERS, LLC 109 International Drive, Suite 210 Franklin, TN, 37067 | $149,655,376 | 1122 | 12 | A Percentage of AUM, Hourly charges, Other (FLAT FEES) |
| 10 | EFINANCIAL ALLIANCE, LLC 106 Mission Court, Ste 703 Franklin, TN, 37067 | $123,000,000 | 603 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | SAGE INVESTMENT COUNSEL 142 5th Avenue North, Suite A Franklin, TN, 37064 | $121,221,050 | 171 | 4 | A Percentage of AUM, Fixed Fees, Performance Based |
| 12 | GREENSVIEW WEALTH MANAGEMENT 501 Corporate Center Drive, Suite 315 Franklin, TN, 37067 | $121,096,000 | 373 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | PLANROCK INVESTMENTS LLC 1850 General George Patton Dr, Suite 205 Franklin, TN, 37067 | $24,250,435 | 80 | 2 | A Percentage of AUM, Fixed Fees |
| 14 | SAVVYFI 231 Public Square, Suite 300, Pmb 6 Franklin, TN, 37064 | $398,953 | 149 | 4 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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- Retirement Planners in Franklin, Tennessee
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Looking for more choices? Use our free match service to compare retirement planners serving your area.