# Flat-fee financial advisors in Nashville, TN

> AdvisorCensus lists 83 investment advisory firms with a principal office in the Nashville metro area that report fixed fees among their Form ADV Item 5.E compensation arrangements, 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/flat-fee

## At a glance

- Investment advisory firms: 83
- Registration: SEC-registered investment adviser: 52, State-registered investment adviser: 31
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 26 (31%); Percentage of assets 78 (94%); Hourly charges 41 (49%); Subscription fees (newsletter or periodical) 6 (7%); Fixed fees 83 (100%); Commissions 5 (6%); Performance-based fees 10 (12%); Other 11 (13%)
- Regulatory assets under management (Item 5.F): Under $25 million 20 (24%); $25 million to $100 million 14 (17%); $100 million to $500 million 28 (34%); $500 million to $1 billion 4 (5%); $1 billion to $5 billion 12 (14%); Over $5 billion 3 (4%); Not reported 2 (2%)
- Years registered: Under 5 years 42 (51%); 5 to 9 years 18 (22%); 10 to 19 years 13 (16%); 20 years or more 10 (12%)

## Firms (page 1 of 2, 1 to 50 of 83, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [&Partners](https://advisorcensus.com/firm/and-partners-nashville-tn-3767) ([md](https://advisorcensus.com/firm/and-partners-nashville-tn-3767.md)) | 3767 | Nashville, TN | SEC-registered investment adviser | Over $5 billion | 35 | % of assets, Hourly, Subscription, Fixed fee, Commissions, Performance fee, Other |
| [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 |
| [AJ Advisors](https://advisorcensus.com/firm/aj-advisors-nashville-tn-321606) ([md](https://advisorcensus.com/firm/aj-advisors-nashville-tn-321606.md)) | 321606 | Nashville, TN | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Alliancebernstein L.P.](https://advisorcensus.com/firm/alliancebernstein-l-p-nashville-tn-108477) ([md](https://advisorcensus.com/firm/alliancebernstein-l-p-nashville-tn-108477.md)) | 108477 | Nashville, TN | SEC-registered investment adviser | Over $5 billion | 27 | % of assets, Subscription, Fixed fee, Commissions, Performance 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 |
| [Apple & Company, Inc.](https://advisorcensus.com/firm/apple-and-company-inc-nashville-tn-142298) ([md](https://advisorcensus.com/firm/apple-and-company-inc-nashville-tn-142298.md)) | 142298 | Nashville, TN | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, 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 |
| [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 |
| [Beacon Capital Management, LLC](https://advisorcensus.com/firm/beacon-capital-management-llc-franklin-tn-156228) ([md](https://advisorcensus.com/firm/beacon-capital-management-llc-franklin-tn-156228.md)) | 156228 | Franklin, TN | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee |
| [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 |
| [Caldwell Advisors, LLC](https://advisorcensus.com/firm/caldwell-advisors-llc-brentwood-tn-144408) ([md](https://advisorcensus.com/firm/caldwell-advisors-llc-brentwood-tn-144408.md)) | 144408 | Brentwood, TN | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [Coordinated Wealth Management, L.L.C.](https://advisorcensus.com/firm/coordinated-wealth-management-l-l-c-hendersonville-tn-141348) ([md](https://advisorcensus.com/firm/coordinated-wealth-management-l-l-c-hendersonville-tn-141348.md)) | 141348 | Hendersonville, TN | SEC-registered investment adviser | $100 million to $500 million | 1 | Fixed fee, Other |
| [Creative Investment Group](https://advisorcensus.com/firm/creative-investment-group-nashville-tn-334028) ([md](https://advisorcensus.com/firm/creative-investment-group-nashville-tn-334028.md)) | 334028 | Nashville, TN | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Cypress Capital, LLC](https://advisorcensus.com/firm/cypress-capital-llc-franklin-tn-171266) ([md](https://advisorcensus.com/firm/cypress-capital-llc-franklin-tn-171266.md)) | 171266 | Franklin, TN | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Subscription, Fixed fee |
| [Davis, Davis and Conover Wealth Management, LLC](https://advisorcensus.com/firm/davis-davis-and-conover-wealth-management-llc-nashville-tn-286575) ([md](https://advisorcensus.com/firm/davis-davis-and-conover-wealth-management-llc-nashville-tn-286575.md)) | 286575 | Nashville, TN | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [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 |
| [Dirigo Private Wealth](https://advisorcensus.com/firm/dirigo-private-wealth-nashville-tn-318002) ([md](https://advisorcensus.com/firm/dirigo-private-wealth-nashville-tn-318002.md)) | 318002 | Nashville, TN | State-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee, Other |
| [Edgehelm Financial](https://advisorcensus.com/firm/edgehelm-financial-nashville-tn-305015) ([md](https://advisorcensus.com/firm/edgehelm-financial-nashville-tn-305015.md)) | 305015 | Nashville, TN | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee, Other |
| [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 |
| [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 |
| [Finwell, Inc.](https://advisorcensus.com/firm/finwell-inc-brentwood-tn-310850) ([md](https://advisorcensus.com/firm/finwell-inc-brentwood-tn-310850.md)) | 310850 | Brentwood, TN | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Subscription, Fixed fee, Other |
| [First Family Wealth](https://advisorcensus.com/firm/first-family-wealth-murfreesboro-tn-338250) ([md](https://advisorcensus.com/firm/first-family-wealth-murfreesboro-tn-338250.md)) | 338250 | Murfreesboro, TN | State-registered investment adviser | $25 million to $100 million | 0 | % 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 |
| [Greensview Wealth Management](https://advisorcensus.com/firm/greensview-wealth-management-franklin-tn-297321) ([md](https://advisorcensus.com/firm/greensview-wealth-management-franklin-tn-297321.md)) | 297321 | Franklin, TN | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Griffin Family Partners, LLC](https://advisorcensus.com/firm/griffin-family-partners-llc-nashville-tn-285042) ([md](https://advisorcensus.com/firm/griffin-family-partners-llc-nashville-tn-285042.md)) | 285042 | Nashville, TN | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Fixed fee |
| [Highmark, LLC](https://advisorcensus.com/firm/highmark-llc-brentwood-tn-337564) ([md](https://advisorcensus.com/firm/highmark-llc-brentwood-tn-337564.md)) | 337564 | Brentwood, TN | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [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 |
| [Hull Wealth Management](https://advisorcensus.com/firm/hull-wealth-management-murfreesboro-tn-131741) ([md](https://advisorcensus.com/firm/hull-wealth-management-murfreesboro-tn-131741.md)) | 131741 | Murfreesboro, TN | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Hunley Wealth Management LLC](https://advisorcensus.com/firm/hunley-wealth-management-llc-nashville-tn-331504) ([md](https://advisorcensus.com/firm/hunley-wealth-management-llc-nashville-tn-331504.md)) | 331504 | Nashville, TN | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee, Other |
| [ILS Advisory Services, LLC](https://advisorcensus.com/firm/ils-advisory-services-llc-nashville-tn-333054) ([md](https://advisorcensus.com/firm/ils-advisory-services-llc-nashville-tn-333054.md)) | 333054 | Nashville, TN | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Fixed fee, Performance fee |
| [Infinitus Wealth Management LLC](https://advisorcensus.com/firm/infinitus-wealth-management-llc-nashville-tn-317198) ([md](https://advisorcensus.com/firm/infinitus-wealth-management-llc-nashville-tn-317198.md)) | 317198 | Nashville, TN | State-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee |
| [Intentional Wealth Planning](https://advisorcensus.com/firm/intentional-wealth-planning-brentwood-tn-343113) ([md](https://advisorcensus.com/firm/intentional-wealth-planning-brentwood-tn-343113.md)) | 343113 | Brentwood, TN | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [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 |
| [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 |
| [Keystone Financial Resources, LLC](https://advisorcensus.com/firm/keystone-financial-resources-llc-brentwood-tn-341495) ([md](https://advisorcensus.com/firm/keystone-financial-resources-llc-brentwood-tn-341495.md)) | 341495 | Brentwood, TN | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [KG Meyer, PC](https://advisorcensus.com/firm/kg-meyer-pc-mount-juliet-tn-297872) ([md](https://advisorcensus.com/firm/kg-meyer-pc-mount-juliet-tn-297872.md)) | 297872 | Mount Juliet, TN | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, 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 |
| [Lexington FINANCIAL/LIFE Management, LLC](https://advisorcensus.com/firm/lexington-financial-life-management-llc-nashville-tn-127618) ([md](https://advisorcensus.com/firm/lexington-financial-life-management-llc-nashville-tn-127618.md)) | 127618 | Nashville, TN | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Main Street Investors, LLC](https://advisorcensus.com/firm/main-street-investors-llc-brentwood-tn-299291) ([md](https://advisorcensus.com/firm/main-street-investors-llc-brentwood-tn-299291.md)) | 299291 | Brentwood, TN | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee |
| [Maple Grove Wealth](https://advisorcensus.com/firm/maple-grove-wealth-franklin-tn-343452) ([md](https://advisorcensus.com/firm/maple-grove-wealth-franklin-tn-343452.md)) | 343452 | Franklin, TN | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee, Commissions |
| [Mebanewood Management LLC](https://advisorcensus.com/firm/mebanewood-management-llc-nashville-tn-339448) ([md](https://advisorcensus.com/firm/mebanewood-management-llc-nashville-tn-339448.md)) | 339448 | Nashville, TN | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee, Performance fee |
| [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 |
| [Moore Wealth Partners, LLC](https://advisorcensus.com/firm/moore-wealth-partners-llc-hendersonville-tn-328027) ([md](https://advisorcensus.com/firm/moore-wealth-partners-llc-hendersonville-tn-328027.md)) | 328027 | Hendersonville, TN | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee, Other |
| [Music Row Wealth Management](https://advisorcensus.com/firm/music-row-wealth-management-nashville-tn-288944) ([md](https://advisorcensus.com/firm/music-row-wealth-management-nashville-tn-288944.md)) | 288944 | Nashville, TN | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Fixed fee |
| [Nofal Insurance and Wealth](https://advisorcensus.com/firm/nofal-insurance-and-wealth-brentwood-tn-340662) ([md](https://advisorcensus.com/firm/nofal-insurance-and-wealth-brentwood-tn-340662.md)) | 340662 | Brentwood, TN | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Optivise Advisory Services LLC](https://advisorcensus.com/firm/optivise-advisory-services-llc-franklin-tn-301764) ([md](https://advisorcensus.com/firm/optivise-advisory-services-llc-franklin-tn-301764.md)) | 301764 | Franklin, TN | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Subscription, Fixed fee |

- Next page: https://advisorcensus.com/advisors/tn/nashville/flat-fee/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

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- [Financial advisors in Nashville, TN](https://advisorcensus.com/advisors/tn/nashville) (https://advisorcensus.com/advisors/tn/nashville.md)
- [Flat-fee financial advisors in Tennessee](https://advisorcensus.com/advisors/tn/flat-fee) (https://advisorcensus.com/advisors/tn/flat-fee.md)
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Cite as: AdvisorCensus. Flat-fee financial advisors in Nashville, TN: 83 firms from Form ADV filings as of October 2026.