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Wells & Wilson Financial
- Team
- Company
- Communication
“I live in Nashville, and the company is in Memphis, but the distance means absolutely nothing when it comes getting you what you deserve back from your taxes.”
Best Financial Advisors near Bartlett, TN
There are no firms listed in Bartlett itself yet; the 24 below are the closest options, from Memphis (18, 13 mi), Germantown (4, 11 mi) and Cordova (2, 7 mi).
3 open weekends · 21 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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McAdams Group
- Estate Planning
- Trust
- Information
“He provided valuable insight about estate planning and the differences between a living will, trust and protected trust, as well as information about the Mc Adams company business, goals and values.”
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Radian Partners
“Very relaxed but very much so about business 👍👍 …”
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Bluff City Advisory Group
“As a relatively young person well versed in financials I thought I knew a lot, I was concerned about paying someone to help me manage it and the value that I would get for that.”
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Carty & Company
“Strong ethics!”
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Swain Wealth Partners
The 24 firms listed for Bartlett, TN provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Bartlett, TN
23 of the 24 firms on this page have a rating, from 4.3 to 5.0 across 502 reviews; 2 have 50 or more reviews and 21 are rated 4.5 or higher. 3 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (4), alternative investments (2), articles (2), business owners (2) and estate planning (2). 1 shows a license on its website and 10 have a BBB rating of A or A+. 21 have ten or more years of experience, the longest 71 years. 2 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; all 24 publish a contact page; 20 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Bartlett offer a free first meeting?
2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
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Financial Consulting Group
- Needs
- Knowledge
- Integrity
“I've spoken with many financial advisors and investment people over the years at church, social functions, and just living life, but finding a person (and a team) who can effectively manage, coach, and educate about this rather personal area of life...”
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Fish + Associates
“You can tell how much they care about their work and their customers by taking one look around the place.”
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Brandon Financial Planning
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Trinity Capital Management
“The team at Trinity are knowledgeable regarding financial strategies that you should consider to meet your financial goals.”
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Midsouth Accounting and Tax
“Could not ask for a better accounting firm, highly recommend!”
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Americas Retirement Time Radio
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Summit Asset Management
“Summit's history runs deep with high value principles & investment philosophies.”
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Lancaster Financial Services
“Plane down to earth good people.”
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The Advisor Group
- Question
- Trust
- Insurance
“I needed to set up a trust with my new husband to make things easier for our mix of adult + teenage children in the case that something were to happen to either of us.”
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Memphis Planning and Wealth
“Josh and his team are surrounded by a network of professionals - he has already introduced me to someone who can be an integral part of my business network.”
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Shoemaker Financial
- Advisor
- Health
- Future
“View of both now and what they want in the future, utilize the resources of our onsite departments, and custom build a plan to give each client peace of mind knowing that they will be ok.”
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Hal Otey Financial
“Hal, Richard and Somer are an awesome team - the best in the business!”
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William Howard & Co
“They are not flashy, but use thoughtful time-tested financial investment principles to achieve their targeted outcome.”
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J&J Financial Solutions
“The team is very passionate , and patient about getting things done and in order most importantly the correct way.”
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Delta Asset Management
“They are very friendly, knowledgeable and easy to work with.”
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The Sims Financial Group
“What ever you need this group can help..”
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Lonetree Wealth Management
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Benchmark Wealth Management
- Retire
- Team
“Responsive and excellent communicators, focused on making a positive impact with their clients and Memphis.”
Retirement Planning and Investment Management Services in Bartlett, TN Cost Estimates
Minimum cost
$1069
Maximum cost
$9083
National Average
$3206
Avg Per Hour Rates
$321
$2138
$5878
Average price range is based on 534 cost profiles
Why these companies made our list
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