{ "path": "/advisors/tn/nashville/for-high-net-worth-individuals", "url": "https://advisorcensus.com/advisors/tn/nashville/for-high-net-worth-individuals", "page_type": "metro_answer", "title": "Financial advisors for high-net-worth individuals in Nashville, TN", "filters": {}, "scope_total": 101, "faq": [ { "q": "Which financial advisors in Nashville, TN work with high-net-worth individuals?", "a": "101 investment advisory firms with a principal office in the Nashville metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one." }, { "q": "How many financial advisory firms are there in Nashville, TN?", "a": "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." }, { "q": "How many fee-only financial advisors are in Nashville, TN?", "a": "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." }, { "q": "How many financial advisors in Nashville, TN offer financial planning?", "a": "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." }, { "q": "Are the financial advisors in Nashville, TN fiduciaries?", "a": "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." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "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." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "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." }, { "q": "What does regulatory assets under management mean?", "a": "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." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 101 investment advisory firms with a principal office in the Nashville metro area that report high-net-worth individuals among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.", "about_market": "Nashville has 206 investment advisory firms with a principal office in the metro area as of October 2026: 107 SEC-registered, 58 state-registered, and 41 exempt reporting advisers. 52 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 62 report under $100 million in regulatory assets under management. The metro area has 829,134 households, 109,975 of them with income of $200,000 or more, or 534 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors for high-net-worth individuals in Nashville, TN: 101 firms from Form ADV filings as of October 2026.", "total_firms": 101, "page": 1, "total_pages": 3, "sort": "name", "registration_types": { "sec": 63, "state": 38, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 35 }, { "code": "percentage_of_aum", "count": 99 }, { "code": "hourly", "count": 41 }, { "code": "subscription", "count": 7 }, { "code": "fixed", "count": 65 }, { "code": "commissions", "count": 4 }, { "code": "performance_based", "count": 13 }, { "code": "other", "count": 15 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 42 }, { "code": "5_to_9", "count": 24 }, { "code": "10_to_19", "count": 22 }, { "code": "20_plus", "count": 13 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 17 }, { "code": "25m_100m", "count": 22 }, { "code": "100m_500m", "count": 34 }, { "code": "500m_1b", "count": 7 }, { "code": "1b_5b", "count": 17 }, { "code": "over_5b", "count": 4 }, { "code": "not_reported", "count": 0 } ], "firms": [ { "crd_number": 3767, "name": "&Partners", "name_as_filed": "&PARTNERS", "url": "https://advisorcensus.com/firm/and-partners-nashville-tn-3767", "city": "Nashville", "state": "TN", "years_registered": 35, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed", "commissions", "performance_based", "other" ], "enhanced": false }, { "crd_number": 153528, "name": "12th Street Asset Management", "name_as_filed": "12TH STREET ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/12th-street-asset-management-nashville-tn-153528", "city": "Nashville", "state": "TN", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 154561, "name": "A&G Financial Management, LLC", "name_as_filed": "A&G FINANCIAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/a-and-g-financial-management-llc-nashville-tn-154561", "city": "Nashville", "state": "TN", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285903, "name": "Abound Wealth Management, LLC", "name_as_filed": "ABOUND WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/abound-wealth-management-llc-franklin-tn-285903", "city": "Franklin", "state": "TN", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 312129, "name": "Acropolis Partners, LLC", "name_as_filed": "ACROPOLIS PARTNERS, LLC", "url": "https://advisorcensus.com/firm/acropolis-partners-llc-brentwood-tn-312129", "city": "Brentwood", "state": "TN", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331699, "name": "AGP Franklin, LLC", "name_as_filed": "AGP FRANKLIN, LLC", "url": "https://advisorcensus.com/firm/agp-franklin-llc-franklin-tn-331699", "city": "Franklin", "state": "TN", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 321606, "name": "AJ Advisors", "name_as_filed": "AJ ADVISORS", "url": "https://advisorcensus.com/firm/aj-advisors-nashville-tn-321606", "city": "Nashville", "state": "TN", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108477, "name": "Alliancebernstein L.P.", "name_as_filed": "ALLIANCEBERNSTEIN L.P.", "url": "https://advisorcensus.com/firm/alliancebernstein-l-p-nashville-tn-108477", "city": "Nashville", "state": "TN", "years_registered": 27, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "subscription", "fixed", "commissions", "performance_based" ], "enhanced": false }, { "crd_number": 150527, "name": "Andorra Investment Management, Inc.", "name_as_filed": "ANDORRA INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/andorra-investment-management-inc-college-grove-tn-150527", "city": "College Grove", "state": "TN", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 142298, "name": "Apple & Company, Inc.", "name_as_filed": "APPLE & COMPANY, INC.", "url": "https://advisorcensus.com/firm/apple-and-company-inc-nashville-tn-142298", "city": "Nashville", "state": "TN", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318519, "name": "Arrow Alliance", "name_as_filed": "ARROW ALLIANCE", "url": "https://advisorcensus.com/firm/arrow-alliance-franklin-tn-318519", "city": "Franklin", "state": "TN", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 154751, "name": "AVA Wealth Management LLC", "name_as_filed": "AVA WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/ava-wealth-management-llc-nashville-tn-154751", "city": "Nashville", "state": "TN", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 133950, "name": "Ball & Company", "name_as_filed": "BALL & COMPANY", "url": "https://advisorcensus.com/firm/ball-and-company-franklin-tn-133950", "city": "Franklin", "state": "TN", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105098, "name": "Barksdale Investment Management", "name_as_filed": "BARKSDALE INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/barksdale-investment-management-nashville-tn-105098", "city": "Nashville", "state": "TN", "years_registered": 41, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156228, "name": "Beacon Capital Management, LLC", "name_as_filed": "BEACON CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/beacon-capital-management-llc-franklin-tn-156228", "city": "Franklin", "state": "TN", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148258, "name": "Blue Kayak Partners", "name_as_filed": "BLUE KAYAK PARTNERS", "url": "https://advisorcensus.com/firm/blue-kayak-partners-franklin-tn-148258", "city": "Franklin", "state": "TN", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 316466, "name": "Boulevard Money", "name_as_filed": "BOULEVARD MONEY", "url": "https://advisorcensus.com/firm/boulevard-money-nashville-tn-316466", "city": "Nashville", "state": "TN", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327062, "name": "Brewer Financial Strategies", "name_as_filed": "BREWER FINANCIAL STRATEGIES", "url": "https://advisorcensus.com/firm/brewer-financial-strategies-nashville-tn-327062", "city": "Nashville", "state": "TN", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 144408, "name": "Caldwell Advisors, LLC", "name_as_filed": "CALDWELL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/caldwell-advisors-llc-brentwood-tn-144408", "city": "Brentwood", "state": "TN", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297830, "name": "Canterbury Tollgate", "name_as_filed": "CANTERBURY TOLLGATE", "url": "https://advisorcensus.com/firm/canterbury-tollgate-brentwood-tn-297830", "city": "Brentwood", "state": "TN", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 144779, "name": "Cap Partners, LLC", "name_as_filed": "CAP PARTNERS, LLC", "url": "https://advisorcensus.com/firm/cap-partners-llc-franklin-tn-144779", "city": "Franklin", "state": "TN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 161372, "name": "Capitalspring", "name_as_filed": "CAPITALSPRING", "url": "https://advisorcensus.com/firm/capitalspring-nashville-tn-161372", "city": "Nashville", "state": "TN", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 148781, "name": "Capwealth Advisors, LLC", "name_as_filed": "CAPWEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/capwealth-advisors-llc-franklin-tn-148781", "city": "Franklin", "state": "TN", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 118468, "name": "Carmichael Creel Investments", "name_as_filed": "CARMICHAEL CREEL INVESTMENTS", "url": "https://advisorcensus.com/firm/carmichael-creel-investments-franklin-tn-118468", "city": "Franklin", "state": "TN", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323647, "name": "Center Hill Wealth, LLC", "name_as_filed": "CENTER HILL WEALTH, LLC", "url": "https://advisorcensus.com/firm/center-hill-wealth-llc-nashville-tn-323647", "city": "Nashville", "state": "TN", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340063, "name": "Chamberlain Lane Capital, LLC", "name_as_filed": "CHAMBERLAIN LANE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/chamberlain-lane-capital-llc-nashville-tn-340063", "city": "Nashville", "state": "TN", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 141348, "name": "Coordinated Wealth Management, L.L.C.", "name_as_filed": "COORDINATED WEALTH MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/coordinated-wealth-management-l-l-c-hendersonville-tn-141348", "city": "Hendersonville", "state": "TN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 334028, "name": "Creative Investment Group", "name_as_filed": "CREATIVE INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/creative-investment-group-nashville-tn-334028", "city": "Nashville", "state": "TN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 171266, "name": "Cypress Capital, LLC", "name_as_filed": "CYPRESS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/cypress-capital-llc-franklin-tn-171266", "city": "Franklin", "state": "TN", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 286575, "name": "Davis, Davis and Conover Wealth Management, LLC", "name_as_filed": "DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/davis-davis-and-conover-wealth-management-llc-nashville-tn-286575", "city": "Nashville", "state": "TN", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150094, "name": "Decker Wealth Management, LLC", "name_as_filed": "DECKER WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/decker-wealth-management-llc-nashville-tn-150094", "city": "Nashville", "state": "TN", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 318002, "name": "Dirigo Private Wealth", "name_as_filed": "DIRIGO PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/dirigo-private-wealth-nashville-tn-318002", "city": "Nashville", "state": "TN", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 167295, "name": "Disciplina Capital Management, LLC", "name_as_filed": "DISCIPLINA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/disciplina-capital-management-llc-nashville-tn-167295", "city": "Nashville", "state": "TN", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305015, "name": "Edgehelm Financial", "name_as_filed": "EDGEHELM FINANCIAL", "url": "https://advisorcensus.com/firm/edgehelm-financial-nashville-tn-305015", "city": "Nashville", "state": "TN", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 161352, "name": "Efinancial Alliance, LLC", "name_as_filed": "EFINANCIAL ALLIANCE, LLC", "url": "https://advisorcensus.com/firm/efinancial-alliance-llc-franklin-tn-161352", "city": "Franklin", "state": "TN", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156737, "name": "Fielder Capital Group LLC", "name_as_filed": "FIELDER CAPITAL GROUP LLC", "url": "https://advisorcensus.com/firm/fielder-capital-group-llc-nashville-tn-156737", "city": "Nashville", "state": "TN", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310850, "name": "Finwell, Inc.", "name_as_filed": "FINWELL, INC.", "url": "https://advisorcensus.com/firm/finwell-inc-brentwood-tn-310850", "city": "Brentwood", "state": "TN", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed", "other" ], "enhanced": false }, { "crd_number": 338250, "name": "First Family Wealth", "name_as_filed": "FIRST FAMILY WEALTH", "url": "https://advisorcensus.com/firm/first-family-wealth-murfreesboro-tn-338250", "city": "Murfreesboro", "state": "TN", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 297321, "name": "Greensview Wealth Management", "name_as_filed": "GREENSVIEW WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/greensview-wealth-management-franklin-tn-297321", "city": "Franklin", "state": "TN", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285042, "name": "Griffin Family Partners, LLC", "name_as_filed": "GRIFFIN FAMILY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/griffin-family-partners-llc-nashville-tn-285042", "city": "Nashville", "state": "TN", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 328326, "name": "Heritage Private Wealth", "name_as_filed": "HERITAGE PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/heritage-private-wealth-nashville-tn-328326", "city": "Nashville", "state": "TN", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 337564, "name": "Highmark, LLC", "name_as_filed": "HIGHMARK, LLC", "url": "https://advisorcensus.com/firm/highmark-llc-brentwood-tn-337564", "city": "Brentwood", "state": "TN", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 149764, "name": "HMS Investment Advisors", "name_as_filed": "HMS INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/hms-investment-advisors-nashville-tn-149764", "city": "Nashville", "state": "TN", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319452, "name": "Hoskins Financial, LLC", "name_as_filed": "HOSKINS FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/hoskins-financial-llc-nashville-tn-319452", "city": "Nashville", "state": "TN", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 330640, "name": "HS Wealth Partners", "name_as_filed": "HS WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/hs-wealth-partners-nashville-tn-330640", "city": "Nashville", "state": "TN", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 131741, "name": "Hull Wealth Management", "name_as_filed": "HULL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/hull-wealth-management-murfreesboro-tn-131741", "city": "Murfreesboro", "state": "TN", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331504, "name": "Hunley Wealth Management LLC", "name_as_filed": "HUNLEY WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/hunley-wealth-management-llc-nashville-tn-331504", "city": "Nashville", "state": "TN", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 317198, "name": "Infinitus Wealth Management LLC", "name_as_filed": "INFINITUS WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/infinitus-wealth-management-llc-nashville-tn-317198", "city": "Nashville", "state": "TN", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 111635, "name": "J. Mark Nickell & Co.", "name_as_filed": "J. 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