{ "path": "/advisors/tn/nashville/franklin", "url": "https://advisorcensus.com/advisors/tn/nashville/franklin", "page_type": "metro_city", "title": "Financial advisors in Franklin, TN", "filters": {}, "scope_total": 35, "faq": [ { "q": "How many financial advisory firms are there in Franklin, TN?", "a": "AdvisorCensus lists 35 investment advisory firms with a principal office in Franklin, Tennessee (part of the Nashville metro area), from Form ADV filings as of October 2026: 22 SEC-registered, 11 state-registered, and 2 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 Franklin, TN?", "a": "13 of the 35 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 Franklin, TN offer financial planning?", "a": "26 of the 33 firms in Franklin, 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 Franklin, 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 13 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 35 investment advisory firms with a principal office in Franklin, Tennessee (part of the Nashville metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Nashville metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Franklin, TN: 35 firms from Form ADV filings as of October 2026.", "total_firms": 35, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 22, "state": 11, "exempt": 2 }, "fee_model_mix": [ { "code": "fee-only", "count": 13 }, { "code": "percentage_of_aum", "count": 29 }, { "code": "hourly", "count": 16 }, { "code": "subscription", "count": 2 }, { "code": "fixed", "count": 22 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 5 }, { "code": "other", "count": 4 }, { "code": "not_reported", "count": 2 } ], "years_registered_distribution": [ { "code": "under_5", "count": 20 }, { "code": "5_to_9", "count": 7 }, { "code": "10_to_19", "count": 7 }, { "code": "20_plus", "count": 1 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 8 }, { "code": "25m_100m", "count": 6 }, { "code": "100m_500m", "count": 13 }, { "code": "500m_1b", "count": 1 }, { "code": "1b_5b", "count": 3 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 3 } ], "firms": [ { "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": 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": 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": 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": 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": 307453, "name": "Blue Ocean Capital, LLC", "name_as_filed": "BLUE OCEAN CAPITAL, LLC", "url": "https://advisorcensus.com/firm/blue-ocean-capital-llc-franklin-tn-307453", "city": "Franklin", "state": "TN", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "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": 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": 153865, "name": "Courant Investment Management LLC", "name_as_filed": "COURANT INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/courant-investment-management-llc-franklin-tn-153865", "city": "Franklin", "state": "TN", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "performance_based" ], "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": 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": 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": 323409, "name": "Jackson Wealth Inc", "name_as_filed": "JACKSON WEALTH INC", "url": "https://advisorcensus.com/firm/jackson-wealth-inc-franklin-tn-323409", "city": "Franklin", "state": "TN", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343452, "name": "Maple Grove Wealth", "name_as_filed": "MAPLE GROVE WEALTH", "url": "https://advisorcensus.com/firm/maple-grove-wealth-franklin-tn-343452", "city": "Franklin", "state": "TN", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 301764, "name": "Optivise Advisory Services LLC", "name_as_filed": "OPTIVISE ADVISORY SERVICES LLC", "url": "https://advisorcensus.com/firm/optivise-advisory-services-llc-franklin-tn-301764", "city": "Franklin", "state": "TN", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 328074, "name": "Partners Capital, LLC", "name_as_filed": "PARTNERS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/partners-capital-llc-franklin-tn-328074", "city": "Franklin", "state": "TN", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 114749, "name": "Philip M. Watson, Financial Advisor", "name_as_filed": "PHILIP M. WATSON, FINANCIAL ADVISOR", "url": "https://advisorcensus.com/firm/philip-m-watson-financial-advisor-franklin-tn-114749", "city": "Franklin", "state": "TN", "years_registered": 24, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340731, "name": "Pure Equity Investment, LLC", "name_as_filed": "PURE EQUITY INVESTMENT, LLC", "url": "https://advisorcensus.com/firm/pure-equity-investment-llc-franklin-tn-340731", "city": "Franklin", "state": "TN", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 328873, "name": "Resch Financial Group", "name_as_filed": "RESCH FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/resch-financial-group-franklin-tn-328873", "city": "Franklin", "state": "TN", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289069, "name": "Retirement Solutions Group", "name_as_filed": "RETIREMENT SOLUTIONS GROUP", "url": "https://advisorcensus.com/firm/retirement-solutions-group-franklin-tn-289069", "city": "Franklin", "state": "TN", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 116907, "name": "Sage Investment Counsel", "name_as_filed": "SAGE INVESTMENT COUNSEL", "url": "https://advisorcensus.com/firm/sage-investment-counsel-franklin-tn-116907", "city": "Franklin", "state": "TN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 339742, "name": "Sagepoint Capital Partners LLC", "name_as_filed": "SAGEPOINT CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/sagepoint-capital-partners-llc-franklin-tn-339742", "city": "Franklin", "state": "TN", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 283515, "name": "Sagespring Wealth Partners", "name_as_filed": "SAGESPRING WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/sagespring-wealth-partners-franklin-tn-283515", "city": "Franklin", "state": "TN", "years_registered": 10, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304337, "name": "Savvyfi", "name_as_filed": "SAVVYFI", "url": "https://advisorcensus.com/firm/savvyfi-franklin-tn-304337", "city": "Franklin", "state": "TN", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 336563, "name": "Skela Financial", "name_as_filed": "SKELA FINANCIAL", "url": "https://advisorcensus.com/firm/skela-financial-franklin-tn-336563", "city": "Franklin", "state": "TN", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323703, "name": "Stapleton Asset Management, LLC", "name_as_filed": "STAPLETON ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/stapleton-asset-management-llc-franklin-tn-323703", "city": "Franklin", "state": "TN", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342950, "name": "Stewardwell LLC", "name_as_filed": "STEWARDWELL LLC", "url": "https://advisorcensus.com/firm/stewardwell-llc-franklin-tn-342950", "city": "Franklin", "state": "TN", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 331308, "name": "Stone Pillars Wealth Management", "name_as_filed": "STONE PILLARS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/stone-pillars-wealth-management-franklin-tn-331308", "city": "Franklin", "state": "TN", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 336564, "name": "Strategic Wealth Partners LLC", "name_as_filed": "STRATEGIC WEALTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/strategic-wealth-partners-llc-franklin-tn-336564", "city": "Franklin", "state": "TN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 172656, "name": "Taylor Financial Management, LLC", "name_as_filed": "TAYLOR FINANCIAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/taylor-financial-management-llc-franklin-tn-172656", "city": "Franklin", "state": "TN", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332005, "name": "Truehaven Capital", "name_as_filed": "TRUEHAVEN CAPITAL", "url": "https://advisorcensus.com/firm/truehaven-capital-franklin-tn-332005", "city": "Franklin", "state": "TN", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 318048, "name": "Valtrion Capital Management, LLC", "name_as_filed": "VALTRION CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/valtrion-capital-management-llc-franklin-tn-318048", "city": "Franklin", "state": "TN", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339867, "name": "Veritas Private Wealth Management", "name_as_filed": "VERITAS PRIVATE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/veritas-private-wealth-management-franklin-tn-339867", "city": "Franklin", "state": "TN", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/tn", "label": "Financial advisors in Tennessee" }, "metro": { "path": "/advisors/tn/nashville", "label": "Financial advisors in Nashville, TN" }, "city_pages": [ { "path": "/advisors/tn/nashville/brentwood", "label": "Financial advisors in Brentwood, TN", "firm_count": 39 } ], "fee_pages": [ { "path": "/advisors/tn/nashville/fee-only", "label": "Fee-only financial advisors in Nashville, TN", "firm_count": 52 }, { "path": "/advisors/tn/nashville/flat-fee", "label": "Flat-fee financial advisors in Nashville, TN", "firm_count": 83 }, { "path": "/advisors/tn/nashville/hourly", "label": "Hourly financial advisors in Nashville, TN", "firm_count": 50 } ], "niche_pages": [ { "path": "/advisors/tn/nashville/financial-independence-and-early-retirement", "firm_count": 1, "label": "Financial advisors for financial independence and early retirement in Nashville, TN" } ] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }