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.
Goodlettsville has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Goodlettsville, Tennessee have an average of 25 years of experience.
Gabriel Talley
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 6123199
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based
Flagship Financial Advisors
CMFC®, CRPC®, AAMS®, AIF®
Qualifications
Firm CRD# 283816
Series 6, 7, 31, 65, 66
Minimum Assets Required
$50,000
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.
Fee-Only, Flat Fee
Jacob Bauchmann
CFP®, CFA®
LPL Financial
Qualifications
CRD# 5692581
Firm CRD# 6413
Series 7, 24, 66
Minimum Assets Required
$100,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management.
Fee-Based, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 145536
Series 65
Minimum Assets Required
$250,000
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.
Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | PAUL WINKLER, INC. 3050 Business Park Circle, Suite 503 Goodlettsville, TN, 37072 | $923,598,977 | 2421 | 19 | Hourly charges, Fixed Fees, Other (CO-ADVISOR FEES) |
2 | SAGEGUARD FINANCIAL GROUP, LLC 3066 Business Park Circle, Goodlettsville, TN, 37072 | $345,874,753 | 2405 | 14 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 119342
Assets Under Management $923,598,977
No. Of Clients2421
Clients Per Financial Advisor127
PAUL WINKLER, INC. is a financial advisory firm situated in Goodlettsville, Tennessee. With a nearly $924M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2421 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 160266
Assets Under Management $345,874,753
No. Of Clients2405
Clients Per Financial Advisor172
SAGEGUARD FINANCIAL GROUP, LLC is a financial advisory firm situated in Goodlettsville, Tennessee. With a nearly $346M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2405 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.