# Fee-only financial advisors in Nashville, TN

> AdvisorCensus lists 52 investment advisory firms with a principal office in the Nashville metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/tn/nashville/fee-only

## At a glance

- Investment advisory firms: 52
- Registration: SEC-registered investment adviser: 26, State-registered investment adviser: 26
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 52 (100%); Percentage of assets 50 (96%); Hourly charges 17 (33%); Fixed fees 26 (50%)
- Regulatory assets under management (Item 5.F): Under $25 million 21 (40%); $25 million to $100 million 7 (13%); $100 million to $500 million 10 (19%); $500 million to $1 billion 4 (8%); $1 billion to $5 billion 9 (17%); Not reported 1 (2%)
- Years registered: Under 5 years 25 (48%); 5 to 9 years 9 (17%); 10 to 19 years 10 (19%); 20 years or more 8 (15%)

## Firms (page 1 of 2, 1 to 50 of 52, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Abound Wealth Management, LLC](https://advisorcensus.com/firm/abound-wealth-management-llc-franklin-tn-285903) ([md](https://advisorcensus.com/firm/abound-wealth-management-llc-franklin-tn-285903.md)) | 285903 | Franklin, TN | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Fixed fee |
| [Andorra Investment Management, Inc.](https://advisorcensus.com/firm/andorra-investment-management-inc-college-grove-tn-150527) ([md](https://advisorcensus.com/firm/andorra-investment-management-inc-college-grove-tn-150527.md)) | 150527 | College Grove, TN | State-registered investment adviser | Under $25 million | 17 | % of assets, Fixed fee |
| [Arrow Alliance](https://advisorcensus.com/firm/arrow-alliance-franklin-tn-318519) ([md](https://advisorcensus.com/firm/arrow-alliance-franklin-tn-318519.md)) | 318519 | Franklin, TN | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee |
| [AVA Wealth Management LLC](https://advisorcensus.com/firm/ava-wealth-management-llc-nashville-tn-154751) ([md](https://advisorcensus.com/firm/ava-wealth-management-llc-nashville-tn-154751.md)) | 154751 | Nashville, TN | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Ball & Company](https://advisorcensus.com/firm/ball-and-company-franklin-tn-133950) ([md](https://advisorcensus.com/firm/ball-and-company-franklin-tn-133950.md)) | 133950 | Franklin, TN | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Hourly, Fixed fee |
| [Barksdale Investment Management](https://advisorcensus.com/firm/barksdale-investment-management-nashville-tn-105098) ([md](https://advisorcensus.com/firm/barksdale-investment-management-nashville-tn-105098.md)) | 105098 | Nashville, TN | SEC-registered investment adviser | $1 billion to $5 billion | 41 | % of assets |
| [Boulevard Money](https://advisorcensus.com/firm/boulevard-money-nashville-tn-316466) ([md](https://advisorcensus.com/firm/boulevard-money-nashville-tn-316466.md)) | 316466 | Nashville, TN | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [Brewer Financial Strategies](https://advisorcensus.com/firm/brewer-financial-strategies-nashville-tn-327062) ([md](https://advisorcensus.com/firm/brewer-financial-strategies-nashville-tn-327062.md)) | 327062 | Nashville, TN | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [Carmichael Creel Investments](https://advisorcensus.com/firm/carmichael-creel-investments-franklin-tn-118468) ([md](https://advisorcensus.com/firm/carmichael-creel-investments-franklin-tn-118468.md)) | 118468 | Franklin, TN | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Center Hill Wealth, LLC](https://advisorcensus.com/firm/center-hill-wealth-llc-nashville-tn-323647) ([md](https://advisorcensus.com/firm/center-hill-wealth-llc-nashville-tn-323647.md)) | 323647 | Nashville, TN | State-registered investment adviser | Under $25 million | 3 | % of assets |
| [CN Wealth LLC](https://advisorcensus.com/firm/cn-wealth-llc-nashville-tn-334386) ([md](https://advisorcensus.com/firm/cn-wealth-llc-nashville-tn-334386.md)) | 334386 | Nashville, TN | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Decker Wealth Management, LLC](https://advisorcensus.com/firm/decker-wealth-management-llc-nashville-tn-150094) ([md](https://advisorcensus.com/firm/decker-wealth-management-llc-nashville-tn-150094.md)) | 150094 | Nashville, TN | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Fixed fee |
| [Disciplina Capital Management, LLC](https://advisorcensus.com/firm/disciplina-capital-management-llc-nashville-tn-167295) ([md](https://advisorcensus.com/firm/disciplina-capital-management-llc-nashville-tn-167295.md)) | 167295 | Nashville, TN | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets |
| [Efinancial Alliance, LLC](https://advisorcensus.com/firm/efinancial-alliance-llc-franklin-tn-161352) ([md](https://advisorcensus.com/firm/efinancial-alliance-llc-franklin-tn-161352.md)) | 161352 | Franklin, TN | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Erisa Advisers, Inc.](https://advisorcensus.com/firm/erisa-advisers-inc-brentwood-tn-170487) ([md](https://advisorcensus.com/firm/erisa-advisers-inc-brentwood-tn-170487.md)) | 170487 | Brentwood, TN | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Family Tree Wealth Advisors, LLC](https://advisorcensus.com/firm/family-tree-wealth-advisors-llc-mt-juliet-tn-157777) ([md](https://advisorcensus.com/firm/family-tree-wealth-advisors-llc-mt-juliet-tn-157777.md)) | 157777 | Mt Juliet, TN | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [Fielder Capital Group LLC](https://advisorcensus.com/firm/fielder-capital-group-llc-nashville-tn-156737) ([md](https://advisorcensus.com/firm/fielder-capital-group-llc-nashville-tn-156737.md)) | 156737 | Nashville, TN | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Fixed fee |
| [Fortitude Wealth Management](https://advisorcensus.com/firm/fortitude-wealth-management-murfreesboro-tn-159192) ([md](https://advisorcensus.com/firm/fortitude-wealth-management-murfreesboro-tn-159192.md)) | 159192 | Murfreesboro, TN | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Heritage Private Wealth](https://advisorcensus.com/firm/heritage-private-wealth-nashville-tn-328326) ([md](https://advisorcensus.com/firm/heritage-private-wealth-nashville-tn-328326.md)) | 328326 | Nashville, TN | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly |
| [HMS Investment Advisors](https://advisorcensus.com/firm/hms-investment-advisors-nashville-tn-149764) ([md](https://advisorcensus.com/firm/hms-investment-advisors-nashville-tn-149764.md)) | 149764 | Nashville, TN | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Hoskins Financial, LLC](https://advisorcensus.com/firm/hoskins-financial-llc-nashville-tn-319452) ([md](https://advisorcensus.com/firm/hoskins-financial-llc-nashville-tn-319452.md)) | 319452 | Nashville, TN | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly |
| [ICR Partners](https://advisorcensus.com/firm/icr-partners-nashvillle-tn-304689) ([md](https://advisorcensus.com/firm/icr-partners-nashvillle-tn-304689.md)) | 304689 | Nashvillle, TN | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets |
| [Investgro LLC](https://advisorcensus.com/firm/investgro-llc-brentwood-tn-332766) ([md](https://advisorcensus.com/firm/investgro-llc-brentwood-tn-332766.md)) | 332766 | Brentwood, TN | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [J. Mark Nickell & Co.](https://advisorcensus.com/firm/j-mark-nickell-and-co-brentwood-tn-111635) ([md](https://advisorcensus.com/firm/j-mark-nickell-and-co-brentwood-tn-111635.md)) | 111635 | Brentwood, TN | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Jackson Wealth Inc](https://advisorcensus.com/firm/jackson-wealth-inc-franklin-tn-323409) ([md](https://advisorcensus.com/firm/jackson-wealth-inc-franklin-tn-323409.md)) | 323409 | Franklin, TN | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Jefferson Bridge Capital, LLC](https://advisorcensus.com/firm/jefferson-bridge-capital-llc-nashville-tn-325636) ([md](https://advisorcensus.com/firm/jefferson-bridge-capital-llc-nashville-tn-325636.md)) | 325636 | Nashville, TN | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [Kaufman Hall Investment Management](https://advisorcensus.com/firm/kaufman-hall-investment-management-brentwood-tn-328876) ([md](https://advisorcensus.com/firm/kaufman-hall-investment-management-brentwood-tn-328876.md)) | 328876 | Brentwood, TN | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Fixed fee |
| [Laffer Tengler Investments, Inc.](https://advisorcensus.com/firm/laffer-tengler-investments-inc-nashville-tn-108068) ([md](https://advisorcensus.com/firm/laffer-tengler-investments-inc-nashville-tn-108068.md)) | 108068 | Nashville, TN | SEC-registered investment adviser | $500 million to $1 billion | 26 | % of assets, Hourly, Fixed fee |
| [LBMC Investment Advisors, LLC](https://advisorcensus.com/firm/lbmc-investment-advisors-llc-brentwood-tn-108943) ([md](https://advisorcensus.com/firm/lbmc-investment-advisors-llc-brentwood-tn-108943.md)) | 108943 | Brentwood, TN | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets, Fixed fee |
| [Lee Danner & Bass Inc](https://advisorcensus.com/firm/lee-danner-and-bass-inc-nashville-tn-111002) ([md](https://advisorcensus.com/firm/lee-danner-and-bass-inc-nashville-tn-111002.md)) | 111002 | Nashville, TN | SEC-registered investment adviser | $1 billion to $5 billion | 38 | % of assets |
| [McKinney Capital Management, LLC](https://advisorcensus.com/firm/mckinney-capital-management-llc-nashville-tn-153551) ([md](https://advisorcensus.com/firm/mckinney-capital-management-llc-nashville-tn-153551.md)) | 153551 | Nashville, TN | State-registered investment adviser | Under $25 million | 16 | % of assets, Hourly |
| [Melby Wealth Management](https://advisorcensus.com/firm/melby-wealth-management-nashville-tn-300147) ([md](https://advisorcensus.com/firm/melby-wealth-management-nashville-tn-300147.md)) | 300147 | Nashville, TN | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Mission Value Partners, LLC](https://advisorcensus.com/firm/mission-value-partners-llc-nashville-tn-153704) ([md](https://advisorcensus.com/firm/mission-value-partners-llc-nashville-tn-153704.md)) | 153704 | Nashville, TN | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets |
| [Pacific Financial Group, LLC](https://advisorcensus.com/firm/pacific-financial-group-llc-nashville-tn-143041) ([md](https://advisorcensus.com/firm/pacific-financial-group-llc-nashville-tn-143041.md)) | 143041 | Nashville, TN | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets |
| [Philip M. Watson, Financial Advisor](https://advisorcensus.com/firm/philip-m-watson-financial-advisor-franklin-tn-114749) ([md](https://advisorcensus.com/firm/philip-m-watson-financial-advisor-franklin-tn-114749.md)) | 114749 | Franklin, TN | State-registered investment adviser | Not reported | 24 | Hourly, Fixed fee |
| [Point One Private Wealth](https://advisorcensus.com/firm/point-one-private-wealth-brentwood-tn-339679) ([md](https://advisorcensus.com/firm/point-one-private-wealth-brentwood-tn-339679.md)) | 339679 | Brentwood, TN | SEC-registered investment adviser | Under $25 million | 0 | % of assets |
| [Quants Compete](https://advisorcensus.com/firm/quants-compete-brentwood-tn-313310) ([md](https://advisorcensus.com/firm/quants-compete-brentwood-tn-313310.md)) | 313310 | Brentwood, TN | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Robinson Investment Group Inc](https://advisorcensus.com/firm/robinson-investment-group-inc-nashville-tn-107454) ([md](https://advisorcensus.com/firm/robinson-investment-group-inc-nashville-tn-107454.md)) | 107454 | Nashville, TN | SEC-registered investment adviser | Under $25 million | 30 | % of assets |
| [Savvyfi](https://advisorcensus.com/firm/savvyfi-franklin-tn-304337) ([md](https://advisorcensus.com/firm/savvyfi-franklin-tn-304337.md)) | 304337 | Franklin, TN | SEC-registered investment adviser | Under $25 million | 7 | Fixed fee |
| [Shayne & Jacobs, LLC](https://advisorcensus.com/firm/shayne-and-jacobs-llc-nashville-tn-109423) ([md](https://advisorcensus.com/firm/shayne-and-jacobs-llc-nashville-tn-109423.md)) | 109423 | Nashville, TN | SEC-registered investment adviser | $100 million to $500 million | 27 | % of assets, Hourly, Fixed fee |
| [Skela Financial](https://advisorcensus.com/firm/skela-financial-franklin-tn-336563) ([md](https://advisorcensus.com/firm/skela-financial-franklin-tn-336563.md)) | 336563 | Franklin, TN | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Stapleton Asset Management, LLC](https://advisorcensus.com/firm/stapleton-asset-management-llc-franklin-tn-323703) ([md](https://advisorcensus.com/firm/stapleton-asset-management-llc-franklin-tn-323703.md)) | 323703 | Franklin, TN | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Stevens Investment Counsel LLC](https://advisorcensus.com/firm/stevens-investment-counsel-llc-nashville-tn-342613) ([md](https://advisorcensus.com/firm/stevens-investment-counsel-llc-nashville-tn-342613.md)) | 342613 | Nashville, TN | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Stone Pillars Wealth Management](https://advisorcensus.com/firm/stone-pillars-wealth-management-franklin-tn-331308) ([md](https://advisorcensus.com/firm/stone-pillars-wealth-management-franklin-tn-331308.md)) | 331308 | Franklin, TN | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly |
| [Taylor Financial Management, LLC](https://advisorcensus.com/firm/taylor-financial-management-llc-franklin-tn-172656) ([md](https://advisorcensus.com/firm/taylor-financial-management-llc-franklin-tn-172656.md)) | 172656 | Franklin, TN | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [Tranquility Partners, LLC](https://advisorcensus.com/firm/tranquility-partners-llc-brentwood-tn-283478) ([md](https://advisorcensus.com/firm/tranquility-partners-llc-brentwood-tn-283478.md)) | 283478 | Brentwood, TN | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets |
| [True Equity Wealth Management LLC](https://advisorcensus.com/firm/true-equity-wealth-management-llc-nashville-tn-316790) ([md](https://advisorcensus.com/firm/true-equity-wealth-management-llc-nashville-tn-316790.md)) | 316790 | Nashville, TN | State-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee |
| [Upholdings](https://advisorcensus.com/firm/upholdings-nashville-tn-301340) ([md](https://advisorcensus.com/firm/upholdings-nashville-tn-301340.md)) | 301340 | Nashville, TN | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [Veritas Private Wealth Management](https://advisorcensus.com/firm/veritas-private-wealth-management-franklin-tn-339867) ([md](https://advisorcensus.com/firm/veritas-private-wealth-management-franklin-tn-339867.md)) | 339867 | Franklin, TN | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Wave Wealth Planning, LLC](https://advisorcensus.com/firm/wave-wealth-planning-llc-nashville-tn-312185) ([md](https://advisorcensus.com/firm/wave-wealth-planning-llc-nashville-tn-312185.md)) | 312185 | Nashville, TN | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |

- Next page: https://advisorcensus.com/advisors/tn/nashville/fee-only/page/2.md

## Questions people ask

**How many financial advisory firms are there in Nashville, TN?**
AdvisorCensus lists 206 investment advisory firms with a principal office in the Nashville metro area, from Form ADV filings as of October 2026: 107 SEC-registered, 58 state-registered, and 41 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Nashville, TN?**
52 of the 206 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Nashville, TN offer financial planning?**
97 of the 165 firms in Nashville, TN that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Nashville, TN fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 52 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

- [Financial advisors in Tennessee](https://advisorcensus.com/advisors/tn) (https://advisorcensus.com/advisors/tn.md)
- [Financial advisors in Nashville, TN](https://advisorcensus.com/advisors/tn/nashville) (https://advisorcensus.com/advisors/tn/nashville.md)
- [Fee-only financial advisors in Tennessee](https://advisorcensus.com/advisors/tn/fee-only) (https://advisorcensus.com/advisors/tn/fee-only.md)
- [Flat-fee financial advisors in Nashville, TN](https://advisorcensus.com/advisors/tn/nashville/flat-fee) (https://advisorcensus.com/advisors/tn/nashville/flat-fee.md)
- [Hourly financial advisors in Nashville, TN](https://advisorcensus.com/advisors/tn/nashville/hourly) (https://advisorcensus.com/advisors/tn/nashville/hourly.md)
- [Financial advisors for financial independence and early retirement in Nashville, TN](https://advisorcensus.com/advisors/tn/nashville/financial-independence-and-early-retirement) (https://advisorcensus.com/advisors/tn/nashville/financial-independence-and-early-retirement.md)
- [Financial advisors in Brentwood, TN](https://advisorcensus.com/advisors/tn/nashville/brentwood) (https://advisorcensus.com/advisors/tn/nashville/brentwood.md)
- [Financial advisors in Franklin, TN](https://advisorcensus.com/advisors/tn/nashville/franklin) (https://advisorcensus.com/advisors/tn/nashville/franklin.md)
- [Financial advisors in Memphis](https://advisorcensus.com/advisors/tn/memphis) (https://advisorcensus.com/advisors/tn/memphis.md)
- [Financial advisors in Knoxville](https://advisorcensus.com/advisors/tn/knoxville) (https://advisorcensus.com/advisors/tn/knoxville.md)
- [Financial advisors in Chattanooga](https://advisorcensus.com/advisors/tn/chattanooga) (https://advisorcensus.com/advisors/tn/chattanooga.md)
- [Financial advisors in Kingsport](https://advisorcensus.com/advisors/tn/kingsport) (https://advisorcensus.com/advisors/tn/kingsport.md)
- [Financial advisors in Johnson City](https://advisorcensus.com/advisors/tn/johnson-city) (https://advisorcensus.com/advisors/tn/johnson-city.md)
- [Financial advisors in Jackson](https://advisorcensus.com/advisors/tn/jackson) (https://advisorcensus.com/advisors/tn/jackson.md)
- [Financial advisors in Clarksville](https://advisorcensus.com/advisors/tn/clarksville) (https://advisorcensus.com/advisors/tn/clarksville.md)
- [Financial advisors in Cleveland](https://advisorcensus.com/advisors/tn/cleveland) (https://advisorcensus.com/advisors/tn/cleveland.md)

Cite as: AdvisorCensus. Fee-only financial advisors in Nashville, TN: 52 firms from Form ADV filings as of October 2026.