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.
Germantown has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Germantown, Tennessee have an average of 12 years of experience.
Bud Milligan
CRPC®, MBA, CRPC®
Milligan Wealth Management
Qualifications
CRD# 5862241
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$100,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth 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.
Fee-Based, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | FCG INVESTMENT COMPANY 9040 Garden Arbor Dr, Ste 206 Germantown, TN, 38138 | $442,027,199 | 338 | 9 | A Percentage of AUM |
2 | SILVERLEAFE CAPITAL PARTNERS, LLC 6815 Poplar Avenue, Suite 205, Germantown, TN, 38138 | $311,173,519 | 580 | 4 | A Percentage of AUM, Fixed Fees, Performance Based |
3 | TCM 1730 S. Germantown Rd., Suite 224 Germantown, TN, 38138 | $102,506,463 | 407 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SHARE IN THIRD PARTY ADVISORY FEES) |
QualificationsFirm CRD# 308192
Assets Under Management $442,027,199
No. Of Clients338
Clients Per Financial Advisor38
FCG INVESTMENT COMPANY is a financial advisory firm situated in Germantown, Tennessee. With a nearly $442M assets under management, the firm specializes in crafting personalized retirement planning solutions for 338 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 133174
Assets Under Management $311,173,519
No. Of Clients580
Clients Per Financial Advisor145
SILVERLEAFE CAPITAL PARTNERS, LLC is a financial advisory firm situated in Germantown, Tennessee. With a nearly $311M assets under management, the firm specializes in crafting personalized retirement planning solutions for 580 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 289583
Assets Under Management $102,506,463
No. Of Clients407
Clients Per Financial Advisor102
TCM is a financial advisory firm situated in Germantown, Tennessee. With a nearly $103M assets under management, the firm specializes in crafting personalized retirement planning solutions for 407 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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