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Find Retirement Advisors for Retirement Planning in Tennessee, Germantown

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.

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Top 4 Retirement Planning firms in Germantown, Tennessee (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

9040 Garden Arbor Dr, Ste 206
Germantown, TN, 38138
$457,898,3404049
A percentage of AUM, Fixed fees
2

6815 Poplar Avenue, Suite 205,
Germantown, TN, 38138
$403,372,7746264
A percentage of AUM, Fixed fees, Performance Based
3

2289 West Street,
Germantown, TN, 38138
$185,587,2514063
A percentage of AUM, Hourly charges, Fixed fees
4

1730 S. Germantown Rd., Suite 224
Germantown, TN, 38138
$114,326,1007405
A percentage of AUM, Hourly charges, Fixed fees, Other (SHARE IN THIRD PARTY ADVISORY FEES)

Information on Top Retirement Planning firms in Germantown, Tennessee

QualificationsFirm CRD# 308192

Assets Under Management $457,898,340

No. Of Clients404

Clients Per Financial Advisor45

FCG INVESTMENT COMPANY is a financial advisory firm situated in Germantown, Tennessee. With a nearly $458M assets under management, the firm specializes in crafting personalized retirement planning solutions for 404 clients. The team consists of 9 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
  • Pesnsion consulting services
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QualificationsFirm CRD# 133174

Assets Under Management $403,372,774

No. Of Clients626

Clients Per Financial Advisor157

SILVERLEAFE CAPITAL PARTNERS, LLC is a financial advisory firm situated in Germantown, Tennessee. With a nearly $403M assets under management, the firm specializes in crafting personalized retirement planning solutions for 626 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

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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QualificationsFirm CRD# 168452

Assets Under Management $185,587,251

No. Of Clients406

Clients Per Financial Advisor135

W ADVISORS LLC is a financial advisory firm situated in Germantown, Tennessee. With a nearly $186M assets under management, the firm specializes in crafting personalized retirement planning solutions for 406 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 services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
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QualificationsFirm CRD# 289583

Assets Under Management $114,326,100

No. Of Clients740

Clients Per Financial Advisor148

TCM is a financial advisory firm situated in Germantown, Tennessee. With a nearly $114M assets under management, the firm specializes in crafting personalized retirement planning solutions for 740 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
  • Other (SHARE IN THIRD PARTY ADVISORY FEES)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Education seminars/workshops
View Full Profile

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