Best Financial Advisors in Brentwood, TN

24 firms listed · all 24 in Brentwood · 17 rated 4.5+

Data verified October 18, 2026

Retirement Renegade

Retirement Renegade

(50)
  • Meeting
  • Movie
  • Annuities
“Andrew and his staff were very warm and welcoming every time I was in the office from offering me homemade cookies or a drink to Andrew himself carrying a thank you gift to my car.”
BBB Accredited
In Business Since 2012
278 Franklin Rd Suite 260, Brentwood, TN
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Arons & Associates Divorce Mediation

Arons & Associates Divorce Mediation

(49)
  • Fair
  • Negotiate
  • Assets
“I'm not much of a "religious man" but during this EXTREMELY difficult period of my life, i asked the heavens for someone that was cool, fair, and reasonable to come along to help sort this mess out.”
In Business Since 2008
750 Old Hickory Blvd Bldg Two, Brentwood, TN
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Keystone Financial Resources

Keystone Financial Resources

(9)
  • People
“Great people, products and service!”
BBB Rating: A+
In Business Since 1998
7112 Crossroads Blvd #101, Brentwood, TN
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Waterford Tax Group

Waterford Tax Group

(3)
“They help us reconcile our books each month, help the company stay compliant with tax changes, and have helped me make the right moves to keep my business on track.”
BBB Rating: A+
In Business Since 1994
105 Westpark Dr Suite 190, Brentwood, TN
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Horlacher, Williams + Lowery, PLC

Horlacher, Williams + Lowery, PLC

(12)
  • Company
“I used to have an amazing accountant who retired, and I was forced to switch to a subpar company that was not good at handling all the complexities of small business.”
Family Business
5214 Maryland Way #207, Brentwood, TN
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Cadence Wealth Advisors

Cadence Wealth Advisors

(26)
  • Investment
  • Trust
  • Patient
“Debbie stays in constant communication with me and I receive monthly emails from her keeping me updated on how the marketplace is doing and how that effects my investments, as well as receiving a monthly statement.”
Free Initial Consultation
In Business Since 2020
1616 Westgate Cir #230, Brentwood, TN
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The 24 firms listed for Brentwood, 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: Brentwood, TN

All 24 firms we list here are in Brentwood itself. We have 47 firms in Brentwood on file; this page shows the highest-rated 24. 17 of the firms on this page have a rating, from 4.5 to 5.0 across 287 reviews; 2 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (93%) and quality (83%). 4 have a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 2 offer payment plans; 3 offer a free initial consultation; 3 are family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 19 publish a contact page; 15 list a public email and 8 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Brentwood take financial planning bookings online?

8 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

Echelon Wealth Strategies

Echelon Wealth Strategies

(9)
  • Expertise
  • Financial Advisor
“I have worked with Mark Wade, the Principal of Echelon Wealth Strategies, LLC for many years, and I have found him to be exceptional in all aspects of our relationship, including subject matter expertise, problem solving, response to my inquiries, et...”
Transparent Fees & Pricing
In Business Since 2005
320 Seven Springs Way Suite 250, Brentwood, TN
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GA Pincus Funds

GA Pincus Funds

(12)
  • Financial
  • Patient
  • Market
“Gabe has been extremely helpful, transparent, and patient in explaining his financial investment strategies and his outlook on the market in a very direct manner.”
In Business Since 2015
1574 Woodberry Ct, Brentwood, TN
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Roy Matlock Jr. Advisory

Roy Matlock Jr. Advisory

(8)
  • Life Insurance
“I am impressed with his commitment to take care of his clients and customers, and I've never felt that he did not go the extra mile to take care of my needs.”
Offers Financing Options
In Business Since 2001
1802 Williamson Ct Suite 101, Brentwood, TN
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Lbmc

Lbmc

(3)
“Cool place”
Remote Consultations Available
In Business Since 1995
201 Franklin Rd, Brentwood, TN
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Afton Advisors

Afton Advisors

(6)
  • Goals
“I believe the label "financial advisor" can often cause some people to shy away from trusting in one person to help guide them in an area of their lives that is both personal, confusing, and overwhelming at times.”
Transparent Fees & Pricing
In Business Since 2019
9005 Overlook Blvd, Brentwood, TN
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Southern Oak Wealth Group

Southern Oak Wealth Group

(4)
  • Questions
“The entire team has a wealth of knowledge that is not just about investments but also covers financial planning, wealth transfer and asset management, diversification and allocation to banking and lending solutions.”
In Business Since 2019
5205 Maryland Way Suite 320, Brentwood, TN
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Secure Financial Group

Secure Financial Group

Accepts All Major Credit Cards
BBB Accredited
In Business Since 2006
205 Powell Pl #352, Brentwood, TN
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Waddell & Associates

Waddell & Associates

(2)
“As a entrepreneur, it is great to know my family has a CFO level advisor looking out for our personal as well as business finances.”
Family Business
Accepts All Major Credit Cards
In Business Since 2006
3 Maryland Farms Suite 190, Brentwood, TN
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McCall & Associates

McCall & Associates

Accepts All Major Credit Cards
In Business Since 1993
5217 Maryland Way Suite 401, Brentwood, TN
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Portus Capital Management

Portus Capital Management

(1)
“Nick was GREAT”
In Business Since 2012
109 Westpark Dr #190, Brentwood, TN
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Granite Retirement and Tax Advisory

Granite Retirement and Tax Advisory

(1)
“The best they make you feel like family.”
Family Business
In Business Since 2017
1730 General George Patton Dr Suite 104, Brentwood, TN
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Robert E. Payne, CFP

Robert E. Payne, CFP

Offers Financing Options
Free Initial Consultation
Accepts All Major Credit Cards
In Business Since 2004
205 Powell Pl, Brentwood, TN
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Trustcore

Trustcore

BBB Rating: A+
In Business Since 1987
5314 Maryland Way Suite 300, Brentwood, TN
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Seven Springs Wealth Group

Seven Springs Wealth Group

In Business Since 2021
340 Seven Springs Way Ste 710, Brentwood, TN
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Neto Financial Group

Neto Financial Group

Remote Consultations Available
In Business Since 2005
1612 Liberty Blvd STE 218, Brentwood, TN
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TBH Advisors

TBH Advisors

Free Initial Consultation
In Business Since 2015
6 Cadillac Dr #300, Brentwood, TN
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Morris, Smith & Hayden Wealth Management

Morris, Smith & Hayden Wealth Management

In Business Since 2019
7003 Chadwick Dr #320, Brentwood, TN
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Rosemary Frank Financial

Rosemary Frank Financial

In Business Since 2005
205 Powell Pl, Brentwood, TN
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HomeWealth Management AdvisorsTennesseeBrentwood, TN

Retirement Planning and Investment Management Services in Brentwood, TN Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 285 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 285 cost profiles.

Why these companies made our list

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