Top 10 Financial Advisors in Nashville, TN

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Woodmont Investment Counsel leads off our list of the top financial advisors in Nashville. Founded in 2000, Woodmont has more clients and assets under management than any other firm on this list. This fee-only firm is owned by its employees, who hold professional certifications like the Certified Financial Planner™ (CFP®), Chartered Financial Analyst (CFA), retirement income certified professional (RICP) and certified investment management analyst (CIMA).

Regardless of whether you’re looking for an equity, balanced or fixed-income account, you’ll need a minimum account size of $2 million. However, as a fee-only firm, neither Woodmont nor its representatives receive additional compensation for selling securities or insurance. This reduces the number of potential conflicts of interest the firm may have.

Woodmont primarily works with individuals and their families, charitable organizations and pension and profit-sharing plans. Woodmont’s services include tax planning, estate planning, retirement planning and investing advice.

Woodmont believes that diversified asset allocations are central to growing client assets. The firm uses exchange-traded funds (ETFs), mutual funds, stocks and bonds in its client portfolios. Woodmont also may allocate client assets to alternative investments like real estate investment trusts (REITs), commodities, private equity and other limited partnerships.

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AJ Advisors is a fee-based advisory firm that offers portfolio management, retirement plan services, financial planning and more. The firm's clients generally include individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates and charitable organizations. The firm does not typically require an annual minimum fee or asset level for investment advisory services. 

As a fee-based practice, representatives of the firm may be licensed to sell insurance in their separate capacities and receive additional compensation tied to these sales. This represents a potential conflict of interest because advisors have a financial incentive to recommend that advisory clients purchase insurance through them. However, the firm and its representatives must abide by their fiduciary duty and act in clients' best interests.

The AJ Advisors team includes several CFP® professionals. 

The firm uses security analysis that includes charting, fundamental, technical and cyclical analysis. The investment strategies used at the firm might include long-term purchases, short-term purchases and general trading. The firm acknowledges that its methods of analysis and investment strategies do not pose any significant or unusual risks.

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Decker Wealth Management is a fee-only, independently owned firm. It serves clients with a wide range of needs, including individual accounts, trust and estate plans and investment company portfolios. The firm does not have a set account minimum, although it does charge a minimum quarterly fee of $1,250. 

Founded in 2009, Decker offers investment management, retirement planning, estate planning, tax minimization, higher education planning and insurance analysis. Planning and consulting options are available to business owners.

At Decker Wealth Management, asset allocation is central to its portfolio-building strategy. The firm typically places clients' assets into mutual funds, ETFs, stocks and bonds. It may also allocate assets to independent money managers when warranted. Decker says that it puts considerable effort into determining and implementing the proper asset allocation for each client, taking into account the client's goals, tax situation and other factors. In evaluating securities, it uses fundamental, technical and cyclical analyses.

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Music Row Wealth Management is a fee-based firm that offers services such as discretionary investment management and financial planning. The firm generally provides its services to individuals, high-net-worth individuals, trusts, estates, business entities, charitable organizations and pension and profit-sharing plans. The minimum account value required to open and maintain an account is $500,000, subject to negotiation.

Music Row Wealth Management is compensated for its advisory services primarily by fees based on a client's assets under management with the firm. The firm offers financial planning services and consulting services on a fixed fee basis, with financial planning fees ranging between $1,000 to $5,000 per year and consulting fees ranging up to $20,000 depending on the nature and scope of the consulting services to be rendered by the firm. 

Music Row Wealth Management generally takes a long-term, goals-based approach to investment management. The firm builds discretionary portfolios around each client's objectives, risk tolerance, liquidity needs and time horizon. It then allocates assets across diversified, risk-based portfolios. Its strategies may included investing in no-load mutual funds, ETFs, stocks and fixed-income securities. The firm, which does not endorse short-term market timing, coaches clients to stay committed to their financial goals through market fluctuations.

Also of note: at least two of the firm's owners have ownership and compensation interests tied to private investment funds, which creates a financial incentive to recommend that clients invest in them. 

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Next on our list of the top financial advisory firms in Nashville is Laffer Tengler Investments. This firm mainly works with individual clients, most of whom do not have a high net worth. However, the bulk of the firm's assets come from high-net-worth individual clients. In terms of institutional clients, the firm works with some investment companies, government entities and businesses. Discretionary investment management clients typically need to have $3 million in investable assets, though wrap-fee program participants only need $100,000.

Despite having a number of industry affiliations, Laffer Tengler does not have advisors on staff who receive commissions from selling financial products to clients. This makes the firm fee-only. Laffer Tengler provides its clients with investment advisory services like portfolio management and financial planning. It offers a wrap-fee program, model portfolios and provides access to investment funds for which it serves as a sub-advisor.

Laffer Tengler Investments mainly works with clients as a discretionary investment advisor to separately managed accounts. It does so via a wrap-fee or non-wrap-fee program, and services are typically tailored to the individual financial situation and goals of each client. Advisors use quantitative modeling and economic forecasting when it comes to developing investment strategies that work for their clients. The firm doesn't limit its advice to any specific securities. Instead, it looks to invest in securities that work for any given client's financial situation.

The Laffer Tengler team features advisors with the CFP®, CFA and certified public accountant (CPA) marks.

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HS Wealth Partners is a fee-based financial advisory firm that's legally registered as TigerOak Management, L.L.C. Founded in 2017, HS Wealth Partners works with individuals, high-net-worth individuals, trusts, estates, retirement plans, IRAs and businesses. The firm generally does not impose a minimum relationship or account size.

HS Wealth Partners provides investment management, financial planning, wealth management, retirement plan advisory services and access to a wrap fee program. Its financial planning services may address investment planning, retirement planning, savings, education funding, insurance needs and other areas of a client’s financial situation. 

The advisory team includes professionals who hold the certified investment management analyst (CIMA) and CFP® designations. In addition to its headquarters in Nashville, HS Wealth Partners has offices in Los Angeles and Albuquerque, New Mexico. 

The firm manages client assets on a discretionary basis and generally takes a long-term approach to investing. HS Wealth Partners primarily uses fundamental analysis, and client portfolios may include ETFs, individual stocks and bonds. The firm may also make shorter-term trades for rebalancing or cash needs, recommend cash positions as a hedge against market movement and use capital gains or loss harvesting when appropriate.

As a fee-based practice, some representatives of the firm are licensed insurance professionals who may receive commissions from insurance product sales in addition to advisory fees.

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Fielder Capital Group is a fee-only firm that has the highest account minimum on this list: $5 million. Fielder Capital Group serves individuals, investment management firms, hedge funds, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. The firm offers investment advisory, retirement plan and family office services.

Advisors and executives on staff hold a variety of professional credentials, including the CFP®, CFA, CPA and CAIA designations. As a fee-only firm, Fielder Capital Group's advisors do not sell financial products for additional compensation. 

Founded in 2009, the firm manages portfolios on a discretionary basis based on the client’s objectives, risk tolerance, time horizon and other related factors. For discretionary accounts, Fielder Capital Group typically constructs a strategic allocation of assets, primarily among individual equity and debt securities, mutual funds (including interval funds), ETFs, variable annuity products and independent managers.

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Founded in 1994, Shayne & Jacobs is the oldest advisory practice on this list. The fee-only firm offers portfolio management based on fundamental analysis of corporate financial statements. Those looking for financial planning are often referred to other firms by Shayne & Jacobs. The firm primarily offers investment advice to individuals, pension and profit-sharing plans, trusts, charitable organizations and businesses. 

The firm generally requires $1 million in investable assets to work with its advisors, whose team includes professionals with the CFP® and CFA designations.

Shayne & Jacobs takes a long-term, fundamentally driven approach to portfolio management. The firm generally focuses client assets in a smaller number of securities than many advisory firms, seeking to emphasize its best investment ideas rather than broad diversification across many holdings. Portfolios may include individual stocks, U.S. Treasury securities, money market funds, mutual funds and ETFs, and clients may hold cash or fixed-income investments when the firm does not find equities it considers attractive.

The firm primarily manages accounts on a discretionary basis and may use shorter-term purchases or sales in some situations, though this is not its main focus.

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HMS Capital Management, also known as HMS Investment Advisors, is a fee-only firm that generally requires a minimum portfolio size of $500,000. Founded in 2009, HMS works with individuals, high-net-worth individuals, charitable organizations, corporations and insurance companies. 

HMS provides investment management, financial consulting, family wealth advisory services and portfolio consultation on non-managed assets. These services may include wealth education, investing, budgeting, estate planning consultation, insurance consultation, risk management, asset protection and tax plan review.

Advisors on staff hold a range of certifications, including the CFA, CFP®, chartered alternative investment analyst (CAIA), certified trust and financial advisor (CTFA) designations.

HMS generally manages portfolios using eight proprietary models: Focus 20, Equity Income, Innovators, Mid-Cap Growth, Core Growth, Aggressive Growth, Balanced Growth and Conservative Growth. The firm may also use a Tactical Hedge overlay with protective puts and speculative calls. Its analysis includes fundamental, quantitative and technical factors, and portfolios may include stocks, bonds, exchange-traded funds (ETFs), mutual funds and covered call positions, depending on the selected strategy.

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Davis, Davis and Conover Wealth Management rounds out our list of the top advisors in Nashville. Davis, Davis and Conover is a fee-based firm that works with individuals, high-net-worth individuals, trusts, estates and retirement accounts. It generally requires a $250,000 minimum for wealth management services, though it may waive this minimum at its discretion.

The firm offers wealth management through a wrap fee arrangement, as well as financial planning and consulting services. Planning topics may include retirement planning, education planning, long-term care needs, estate planning and tax liability analysis. Consulting services may include reviews of investment options and outside assets, such as employer-sponsored retirement plans.

Davis, Davis and Conover manages client assets on a discretionary basis. The firm uses fundamental analysis when evaluating securities, including financial statements, economic conditions, interest rates, earnings, competitors, assets and liabilities. It may use both long-term and short-term purchases, with an emphasis on asset allocation, total portfolio management and retirement income planning.