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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 - May 23, 2024

Nashville 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 29 years of experience.

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List of Qualified Retirement Planning Advisors in Nashville, Tennessee

advisor-photo
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Flagship 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

advisor-photo
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Jacob 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

advisor-photo
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Jeff Kernodle
Farther

Qualifications
CRD# 2948482
Firm CRD# 302050
Series 7, 24, 63, 65

Minimum Assets Required
Not Specified

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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

advisor-photo

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

Top 15 Retirement Planning firms in Nashville, Tennessee (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
ALLIANCEBERNSTEIN L.P.
501 Commerce Street,
Nashville, TN, 37203
$582,388,000,000586344134
A Percentage of AUM, Subscription Fees, Fixed Fees, Commission Based, Performance Based
2
NEPHILA ADVISORS LLC
3811 Bedford Avenue, Suite 101
Nashville, TN, 37215
$18,829,944,4774439
Other (COST + 10%)
3
ARCLINE INVESTMENT MANAGEMENT LP
3803 Bedford Avenue, Suite No. 106
Nashville, TN, 37215-2564
$10,041,415,942946
A Percentage of AUM, Performance Based
4
INTEROCEAN CAPITAL
150 4th Avenue North, Suite 1410
Nashville, TN, 37219
$5,339,057,409725333
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
$3,725,518,75113511
A Percentage of AUM
6
AJ CAPITAL MANAGEMENT LLC
429 Chestnut Street, #100
Nashville, TN, 37203-4802
$2,349,344,24932135
A Percentage of AUM, Performance Based
7
CAPITALSPRING
3100 West End Avenue, Suite 940
Nashville, TN, 37203
$2,223,457,3471728
A Percentage of AUM, Performance Based
8
DISCIPLINA CAPITAL MANAGEMENT, LLC
1033 Demonbreun Street, Suite 300
Nashville, TN, 37203
$1,846,668,842399
A Percentage of AUM
9
ROUND HILL MUSIC LP
818 18th Avenue South, Suite 940
Nashville, TN, 37203
$1,407,573,670970
A Percentage of AUM, Performance Based
10
LEE DANNER & BASS INC
3100 West End Avenue, Suite 1250
Nashville, TN, 37203
$1,393,841,06296512
A Percentage of AUM
11
WOODMONT INVESTMENT COUNSEL, LLC
3825 Bedford Ave, Suite 202
Nashville, TN, 37215
$1,247,837,157117613
A Percentage of AUM
12
AB BROADLY SYNDICATED LOAN MANAGER LLC
501 Commerce Street,
Nashville, TN, 37203
$1,241,000,00031
A Percentage of AUM
13
WHISTLER CAPITAL PARTNERS LLC
6210 Hwy 100, Suite 205
Nashville, TN, 37205
$1,200,661,41817
A Percentage of AUM, Performance Based
14
COURAGE CAPITAL MANAGEMENT, LLC
4400 Harding Road, Suite 503,
Nashville, TN, 37205
$1,048,277,974819
A Percentage of AUM, Performance Based
15
LFM CAPITAL
1312 Third Avenue North,
Nashville, TN, 37208
$879,037,855720
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
View Full Profile

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

    View Full Profile

    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
    View Full Profile

    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
    View Full Profile

    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
    View Full Profile

    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
    View Full Profile

    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
    View Full Profile

    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
    View Full Profile

    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
    View Full Profile

    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
    View Full Profile

    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
    View Full Profile

    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

      View Full Profile

      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
      View Full Profile

      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
      View Full Profile

      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
      View Full Profile

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