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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 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 registration checks. 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 - April 25, 2025Franklin has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 16 non-vetted advisors in your local area. These retirement advisors in Franklin, Tennessee have an average of 52 years of experience.
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List of Qualified Retirement Planning Advisors in Franklin, Tennessee
VERIFIEDQualifications
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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Franklin, Tennessee (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 801 Crescent Centre Drive, Suite 600 Franklin, TN, 37067 | $5,502,859,482 | 28921 | 173 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 4031 Aspen Grove Drive, Suite 600 Franklin, TN, 37067 | $1,350,928,526 | 1992 | 20 | A percentage of AUM, Other (ADMINISTRATIVE FEES) |
| 3 | 317 Main Street, Suite 201 Franklin, TN, 37064 | $1,065,305,770 | 3513 | 31 | A percentage of AUM, Hourly charges, Other (FEES FOR SPEAKING ENGAGEMENTS) |
| 4 | 751 Cool Springs Blvd, Suite 106 Franklin, TN, 37067 | $859,198,792 | 5216 | 31 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 436 Main Street, Suite 205 Franklin, TN, 37064 | $413,509,631 | 1534 | 12 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees |
| 6 | 725 Cool Springs Blvd., Unit 460 Franklin, TN, 37067 | $263,535,376 | 197 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 109 Holiday Ct, Suite A6 Franklin, TN, 37067 | $254,523,042 | 1611 | 23 | A percentage of AUM, Hourly charges, Subscription fees, Other (SHARE IN FEE PAID TO SUB-ADVISOR, BACK OFFICE CLERICAL AND ADMIN) |
| 8 | 106 Mission Court, Ste 703 Franklin, TN, 37067 | $225,764,268 | 707 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 3326 Aspen Grove Drive, Suite 602 Franklin, TN, 37067 | $195,168,875 | 649 | 6 | A percentage of AUM |
| 10 | 109 International Drive, Suite 210 Franklin, TN, 37067 | $178,952,142 | 1242 | 13 | A percentage of AUM, Hourly charges, Other (FLAT FEES) |
| 11 | 339 Main Street, 2nd Floor Franklin, TN, 37064 | $141,877,112 | 258 | 4 | A percentage of AUM |
| 12 | 142 5th Avenue North, Suite A Franklin, TN, 37064 | $129,657,303 | 192 | 4 | A percentage of AUM, Fixed fees, Performance Based |
| 13 | 501 Corporate Center Drive, Suite 315 Franklin, TN, 37067 | $121,096,000 | 373 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 3401 Mallory Ln, Suite 100, Franklin, TN, 37067 | $102,627,689 | 201 | 7 | A percentage of AUM, Fixed fees |
| 15 | 231 Public Square, Suite 300, Pmb 6 Franklin, TN, 37064 | $624,849 | 276 | 4 | Fixed fees |
Information on Top Retirement Planning firms in Franklin, Tennessee
QualificationsFirm CRD# 283515
Assets Under Management $5,502,859,482
No. Of Clients28921
Clients Per Financial Advisor167
SAGESPRING WEALTH PARTNERS is a financial advisory firm situated in Franklin, Tennessee. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 28921 clients. The team consists of 173 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 148781
Assets Under Management $1,350,928,526
No. Of Clients1992
Clients Per Financial Advisor100
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 1992 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
- Other (ADMINISTRATIVE FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (FINANCIAL CONSULTING RELATED TO ALTERNATIVE INVESTMENTS)
QualificationsFirm CRD# 285903
Assets Under Management $1,065,305,770
No. Of Clients3513
Clients Per Financial Advisor113
ABOUND WEALTH MANAGEMENT, 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 3513 clients. The team consists of 31 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
- Other (FINANCIAL CONSULTING SERVICES)
QualificationsFirm CRD# 156228
Assets Under Management $859,198,792
No. Of Clients5216
Clients Per Financial Advisor168
BEACON CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Franklin, Tennessee. With a nearly $859M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5216 clients. The team consists of 31 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 services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
QualificationsFirm CRD# 171266
Assets Under Management $413,509,631
No. Of Clients1534
Clients Per Financial Advisor128
CYPRESS CAPITAL, LLC is a financial advisory firm situated in Franklin, Tennessee. With a nearly $414M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1534 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
- Subscription fees
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Other (SERVE AS SUB-ADVISER, PROVIDE MODEL PORTFOLIOS)
QualificationsFirm CRD# 314516
Assets Under Management $263,535,376
No. Of Clients197
Clients Per Financial Advisor25
PREMIER PRIVATE WEALTH, LLC is a financial advisory firm situated in Franklin, Tennessee. With a nearly $264M assets under management, the firm specializes in crafting personalized retirement planning solutions for 197 clients. The team consists of 8 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (FAMILY OFFICE AND WEALTH PLANNING SERVICES)
QualificationsFirm CRD# 301764
Assets Under Management $254,523,042
No. Of Clients1611
Clients Per Financial Advisor70
OPTIVISE ADVISORY SERVICES LLC is a financial advisory firm situated in Franklin, Tennessee. With a nearly $255M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1611 clients. The team consists of 23 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 161352
Assets Under Management $225,764,268
No. Of Clients707
Clients Per Financial Advisor177
EFINANCIAL ALLIANCE, LLC is a financial advisory firm situated in Franklin, Tennessee. With a nearly $226M assets under management, the firm specializes in crafting personalized retirement planning solutions for 707 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 331699
Assets Under Management $195,168,875
No. Of Clients649
Clients Per Financial Advisor108
AGP FRANKLIN, LLC is a financial advisory firm situated in Franklin, Tennessee. With a nearly $195M assets under management, the firm specializes in crafting personalized retirement planning solutions for 649 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 144779
Assets Under Management $178,952,142
No. Of Clients1242
Clients Per Financial Advisor96
CAP PARTNERS, LLC is a financial advisory firm situated in Franklin, Tennessee. With a nearly $179M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1242 clients. The team consists of 13 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (INVESTMENT COUNSELING)
QualificationsFirm CRD# 118468
Assets Under Management $141,877,112
No. Of Clients258
Clients Per Financial Advisor65
CARMICHAEL CREEL INVESTMENTS is a financial advisory firm situated in Franklin, Tennessee. With a nearly $142M assets under management, the firm specializes in crafting personalized retirement planning solutions for 258 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 116907
Assets Under Management $129,657,303
No. Of Clients192
Clients Per Financial Advisor48
SAGE INVESTMENT COUNSEL is a financial advisory firm situated in Franklin, Tennessee. With a nearly $130M assets under management, the firm specializes in crafting personalized retirement planning solutions for 192 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 and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (PORTFOLIO MONITORING & REPORTING SERVICES)
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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 318048
Assets Under Management $102,627,689
No. Of Clients201
Clients Per Financial Advisor29
REAL TALK CAPITAL, LLC is a financial advisory firm situated in Franklin, Tennessee. With a nearly $103M assets under management, the firm specializes in crafting personalized retirement planning solutions for 201 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 304337
Assets Under Management $624,849
No. Of Clients276
Clients Per Financial Advisor69
SAVVYFI is a financial advisory firm situated in Franklin, Tennessee. With a nearly $625K assets under management, the firm specializes in crafting personalized retirement planning solutions for 276 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
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
- Retirement Planners in Franklin, Tennessee
- Retirement Planners in Knoxville, Tennessee
- Retirement Planners in Maryville, Tennessee
Looking for more choices? Use our free match service to compare retirement planners serving your area.