Top 10 Financial Advisors in Nashville, TN

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Coming in second on the list, Woodmont Investment Counsel has the second-highest assets under management. This fee-only firm is owned by its employees, who hold certifications such as chartered financial analyst (CFA) and certified financial planner (CFP). Regardless of whether you’re looking for an equity, balanced or fixed-income account, you’ll need a minimum account size of $1 million.

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

Woodmont Investment Counsel believes that diversified asset allocations are central to growing your invested assets. The firm uses ETFs, index funds, mutual funds, stocks and bonds in its client portfolios.  Woodmont’s advisors may also place your money into pooled investments with other clients’ assets. This gives clients access to investment opportunities that may otherwise be unavailable to individual investors.

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Fee-only Covenant Partners comes next on our list. Clients are mostly high-net-worth individuals, although the firm also offers programs tailored to business owners, like payroll services and income management, and manages funds for charitable organizations. 

In addition to investment management and financial planning, the practice offers fiscal counsel services on a retainer basis to individuals and businesses. These services may include analysis and management of income and expenses, cash flow, debt service, insurance needs and more.

Covenant Partners generally has a buy-and-hold approach, investing for the long term. It primarily implements asset allocations using mutual funds, exchange-traded funds (ETFs), limited partnership interests in private real estate and private investments. At the client's request, it may design and manage a portfolio that contains only individual stocks.

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Fielder Capital Group is a fee-only firm in Nashville serving individuals, investment management firms, hedge funds, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. The firm offers a number of investment advisory, retirement plan and family office services.

The firm has an account minimum of $5,000,000 for advisory services but at its sole discretion may accept clients with smaller portfolios. As a fee-only firm, there is no potential conflict of interest.

Fielder manages portfolios on a discretionary basis based on the client’s objectives, risk tolerance, time horizon and other related factors. For discretionary accounts, Fielder typically constructs a strategic allocation of assets, primarily among individual equity and debt securities, mutual funds (including interval funds), exchange-traded funds (“ETFs”), variable annuity products and Independent Managers. 

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Pinnacle Wealth Advisors is a fee-only financial advisor firm. Nearly all of Pinnacle’s clients are high-net-worth individuals, which the SEC defines as someone with at least $1 million in assets under management. The firm’s minimum account balance is $500,000, which it may waive at its discretion.

Pinnacle offers many different types of financial services, including estate planning, investmetns, education, employee benefits, retirement planning, insurance planning and more. 

Pinnacle provides customized investment strategies based on clients' risk tolerance and goals and may, on occassion, use model portfolios. Its investment committee monitors and rebalances asset allocations as needed. Advisors also offer performance evaluations to discuss with each client their portfolio’s performance and address any concerns.

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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 $3,000,000 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, a couple of which it serves as a sub-advisor for.

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.

Shayne & Jacobs is a 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 primarily requires $1,000,000 in investable assets to work with its advisors. Shayne & Jacobs charges an annual advisory fee of up to 1% of assets under management, payable quarterly, for new accounts. In effect, this is the maximum advisory fee. We may also arrange with the client to charge separately for special services, although this happens only infrequently. 

The firm manage your portfolio with a long-term approach to investing. In some situations, we might use other techniques, primarily shorter-term purchases and sales, but that is not our focus. The firm follows a strategy of concentrating investments in a fewer number of securities than is typical for most investment advisory firms. Shayne & Jacobs believes this approach allows us to focus on our best investment ideas, and that, over time, this approach is preferable to holding a more diversified portfolio involving a large number of positions. 

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Fee-based firm Kraft Asset Management comes next on the list, ranking ninth. Clients include individuals, retirement plans, charities and businesses. The account minimum is $1 million for investment management services, but $500,000 for fixed-income portfolios.

Kraft provides investment management, retirement planning, income tax planning, estate planning and cash flow management. It says that its advisors are trained to handle the financial struggles that arise as one approaches retirement and other major life changes.  

The firm uses the Monte Carlo simulation to project whether an investment plan will enable you to achieve your goals. This program uses inflation and interest rates, various asset allocations, spending levels and rates of return to make this projection. Unlike some other financial advisor firms on this list, Kraft Asset Management consistently uses bonds in its investment portfolios. The firm believes that there’s more to bonds than many investors realize. It makes its selections through BAM Advisor Services, LLC, a bond-trading platform.

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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. Even so, individual clients who have a high net worth make up a relatively large part of the individual client base, nearly half.

Decker offers investment management, retirement planning, estate creation, 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, exchange-traded 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 their 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 with Adviser is $500,000, subject to negotiation.

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

The investment strategies used by the firm when formulating investment advice or managing assets include fundamental analysis and/or technical analysis. Investing in securities involves risk of loss that clients should be prepared to bear. Past performance does not guarantee future returns.

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

If a client determines to engage the firm to provide discretionary investment advisory services on a fee basis, the Firm’s annual investment advisory fee shall be based upon a negotiable percentage of the market value and type of assets placed under the Firm’s management (between 0.50% and 1.25%). 

The firm utilizes 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 present any significant or unusual risks.