# Nashville Financial Planning

> Nashville Financial Planning is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 328315
- Filed as: NASHVILLE FINANCIAL PLANNING
- Legal name: Nashville Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Tennessee
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328315
- AdvisorCensus page: https://advisorcensus.com/firm/nashville-financial-planning-328315

## Quick answers

**How is Nashville Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Nashville Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Nashville Financial Planning registered with the SEC or a state?**
Nashville Financial Planning is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328315.

**How much does Nashville Financial Planning manage?**
Nashville Financial Planning reports $9,924,496 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

**What types of clients does Nashville Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10); high net worth individuals (2).

**Does Nashville Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328315

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $9,924,496
- Discretionary: $9,924,496
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $5,225,506 |
| High net worth individuals | 2 | $4,698,990 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nashville Financial Planning (CRD 328315): Form ADV filing data as of October 2026.