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Find Retirement Advisors for Retirement Planning in Nashville, 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 Nashville, Tennessee
Last Updated - April 18, 2024Nashville has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 48 non-vetted advisors in your local area. These retirement advisors in Nashville, Tennessee have an average of 25 years of experience.
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List of Qualified Retirement Planning Advisors in Nashville, Tennessee
VERIFIEDGabriel Talley
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 6123199
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
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
VERIFIEDJacob Bauchmann
CFP®, CFA®
LPL Financial
Qualifications
CRD# 5692581
Firm CRD# 6413
Series 7, 24, 66
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management.
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Nashville, Tennessee (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. 501 Commerce Street, Nashville, TN, 37203 | $582,388,000,000 | 58634 | 4134 | A Percentage of AUM, Subscription Fees, Fixed Fees, Commission Based, Performance Based |
| 2 | NEPHILA ADVISORS LLC 3811 Bedford Avenue, Suite 101 Nashville, TN, 37215 | $18,829,944,477 | 44 | 39 | Other (COST + 10%) |
| 3 | ARCLINE INVESTMENT MANAGEMENT LP 3803 Bedford Avenue, Suite No. 106 Nashville, TN, 37215-2564 | $10,041,415,942 | 9 | 46 | A Percentage of AUM, Performance Based |
| 4 | INTEROCEAN CAPITAL 150 4th Avenue North, Suite 1410 Nashville, TN, 37219 | $5,339,057,409 | 7253 | 33 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (REVENUE SHARING WITH OUR AFFILIATES, FRS & FTCS (SEE SCHEDULE D)) |
| 5 | WEAVER C. BARKSDALE & ASSOCIATES, INC. One Burton Hills Blvd, Suite 100, Nashville, TN, 37215-6104 | $3,725,518,751 | 135 | 11 | A Percentage of AUM |
| 6 | AJ CAPITAL MANAGEMENT LLC 429 Chestnut Street, #100 Nashville, TN, 37203-4802 | $2,349,344,249 | 32 | 135 | A Percentage of AUM, Performance Based |
| 7 | CAPITALSPRING 3100 West End Avenue, Suite 940 Nashville, TN, 37203 | $2,223,457,347 | 17 | 28 | A Percentage of AUM, Performance Based |
| 8 | DISCIPLINA CAPITAL MANAGEMENT, LLC 1033 Demonbreun Street, Suite 300 Nashville, TN, 37203 | $1,846,668,842 | 39 | 9 | A Percentage of AUM |
| 9 | ROUND HILL MUSIC LP 818 18th Avenue South, Suite 940 Nashville, TN, 37203 | $1,407,573,670 | 9 | 70 | A Percentage of AUM, Performance Based |
| 10 | LEE DANNER & BASS INC 3100 West End Avenue, Suite 1250 Nashville, TN, 37203 | $1,393,841,062 | 965 | 12 | A Percentage of AUM |
| 11 | WOODMONT INVESTMENT COUNSEL, LLC 3825 Bedford Ave, Suite 202 Nashville, TN, 37215 | $1,247,837,157 | 1176 | 13 | A Percentage of AUM |
| 12 | AB BROADLY SYNDICATED LOAN MANAGER LLC 501 Commerce Street, Nashville, TN, 37203 | $1,241,000,000 | 3 | 1 | A Percentage of AUM |
| 13 | WHISTLER CAPITAL PARTNERS LLC 6210 Hwy 100, Suite 205 Nashville, TN, 37205 | $1,200,661,418 | 1 | 7 | A Percentage of AUM, Performance Based |
| 14 | COURAGE CAPITAL MANAGEMENT, LLC 4400 Harding Road, Suite 503, Nashville, TN, 37205 | $1,048,277,974 | 8 | 19 | A Percentage of AUM, Performance Based |
| 15 | LFM CAPITAL 1312 Third Avenue North, Nashville, TN, 37208 | $879,037,855 | 7 | 20 | A Percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Nashville, Tennessee
QualificationsFirm CRD# 108477
Assets Under Management $582,388,000,000
No. Of Clients58634
Clients Per Financial Advisor14
ALLIANCEBERNSTEIN L.P. is a financial advisory firm situated in Nashville, Tennessee. With a nearly $582B assets under management, the firm specializes in crafting personalized retirement planning solutions for 58634 clients. The team consists of 4134 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Subscription Fees
- Fixed Fees
- Commission Based
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 156905
Assets Under Management $18,829,944,477
No. Of Clients44
Clients Per Financial Advisor1
NEPHILA ADVISORS LLC is a financial advisory firm situated in Nashville, Tennessee. With a nearly $19B assets under management, the firm specializes in crafting personalized retirement planning solutions for 44 clients. The team consists of 39 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Other (COST + 10%)
Financial Planning Services
QualificationsFirm CRD# 299352
Assets Under Management $10,041,415,942
No. Of Clients9
Clients Per Financial Advisor0
ARCLINE INVESTMENT MANAGEMENT LP is a financial advisory firm situated in Nashville, Tennessee. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 46 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 310369
Assets Under Management $5,339,057,409
No. Of Clients7253
Clients Per Financial Advisor220
INTEROCEAN CAPITAL is a financial advisory firm situated in Nashville, Tennessee. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7253 clients. The team consists of 33 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 (REVENUE SHARING WITH OUR AFFILIATES
- FRS & FTCS (SEE SCHEDULE D))
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 105098
Assets Under Management $3,725,518,751
No. Of Clients135
Clients Per Financial Advisor12
WEAVER C. BARKSDALE & ASSOCIATES, INC. is a financial advisory firm situated in Nashville, Tennessee. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 135 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
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 291880
Assets Under Management $2,349,344,249
No. Of Clients32
Clients Per Financial Advisor0
AJ CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Nashville, Tennessee. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 32 clients. The team consists of 135 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 161372
Assets Under Management $2,223,457,347
No. Of Clients17
Clients Per Financial Advisor1
CAPITALSPRING is a financial advisory firm situated in Nashville, Tennessee. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 167295
Assets Under Management $1,846,668,842
No. Of Clients39
Clients Per Financial Advisor4
DISCIPLINA CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Nashville, Tennessee. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 39 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
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 167234
Assets Under Management $1,407,573,670
No. Of Clients9
Clients Per Financial Advisor0
ROUND HILL MUSIC LP is a financial advisory firm situated in Nashville, Tennessee. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 70 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 111002
Assets Under Management $1,393,841,062
No. Of Clients965
Clients Per Financial Advisor80
LEE DANNER & BASS INC is a financial advisory firm situated in Nashville, Tennessee. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 965 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
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 109779
Assets Under Management $1,247,837,157
No. Of Clients1176
Clients Per Financial Advisor90
WOODMONT INVESTMENT COUNSEL, LLC is a financial advisory firm situated in Nashville, Tennessee. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1176 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 308135
Assets Under Management $1,241,000,000
No. Of Clients3
Clients Per Financial Advisor3
AB BROADLY SYNDICATED LOAN MANAGER LLC is a financial advisory firm situated in Nashville, Tennessee. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
QualificationsFirm CRD# 316528
Assets Under Management $1,200,661,418
No. Of Clients1
Clients Per Financial Advisor0
WHISTLER CAPITAL PARTNERS LLC is a financial advisory firm situated in Nashville, Tennessee. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 130449
Assets Under Management $1,048,277,974
No. Of Clients8
Clients Per Financial Advisor0
COURAGE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Nashville, Tennessee. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 173834
Assets Under Management $879,037,855
No. Of Clients7
Clients Per Financial Advisor0
LFM CAPITAL is a financial advisory firm situated in Nashville, Tennessee. With a nearly $879M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
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 Chattanooga, Tennessee
- Retirement Planners in Franklin, Tennessee
- Retirement Planners in Kingsport, Tennessee
Looking for more choices? Use our free match service to compare retirement planners serving your area.