Best Financial Advisors in Franklin, TN

The highest-rated Financial Planning & Wealth Management companies out of 133 vetted & reviewed in the Franklin area.

Retirement Renegade

Retirement Renegade

(49)
  • Knowledge
  • Individual
  • Movie
“Andrew Winnett , and his Retirement Renegade staff, provide financial advisory services that exhibit the absolute highest level of professionalism, courtesy, knowledge of money matters, honesty, personalized attention, and integrity - AND, with Andr...”
In Business Since 2012
Licensed, BBB Accredited
278 Franklin Rd Suite 260, Brentwood, TN 37027
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Ipx1031: Luke Hays

Ipx1031: Luke Hays

(50)
Delayed Exchanges, Reverse & Improvement Exchanges, Reverse and Improvement Exchange Parking Structures
“Luke taught a CE class on the dry material of 1031 exchanges, he made the class entertaining and delivered all the right points to help a REALTOR understand the ways that they can use this information to grow their business and aid our clients.”
In Business Since 1997
6840 Carothers Pkwy #200, Franklin, TN
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William Bevins CFP Ctfa Financial Advisor & Fiduciary

William Bevins CFP Ctfa Financial Advisor & Fiduciary

(5)
Financial Planning, Investing For Millennials, Wealth Management
“He is always readily there to answer any questions I might have and has done an amazing job of handling my account!”
In Business Since 2019
Coupons & Offers
Free Initial Consultation
436 Main St, Franklin, TN
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Kibbel Financial Planning

Kibbel Financial Planning

(38)
Financial Planning, Financial Freedom Blueprint, Financial Literacy
“Our company chose Kibbel Financial planning to take care of our employees needs, Steven took the time to look at each of our individual needs and provided custom solutions accordingly.”
In Business Since 2020
Transparent Fees & Pricing
725 Cool Springs Blvd #600, Franklin, TN
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Ramsey Solutions

Ramsey Solutions

(41)
“If all these 'use credit cards to build wealth' tik tok hacks etc worked we'd all be millionaires- instead the world is drowning in trillions of £€$¥ of credit card and consumer debt 😞😞.”
In Business Since 2012
1011 Reams Fleming Blvd, Franklin, TN
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Cummings CPA Services

Cummings CPA Services

(11)
Personal Financial Planning, Part-Time CFO Services, Tax Preparation
“After working with different CPA and tax prep agents in various states for personal and business taxes I am finally confident in the work being done and that the outcome is 100%.”
In Business Since 2011
Licensed, BBB Rating: A+
Accepts All Major Credit Cards, Check
Transparent Fees & Pricing
2550 Meridian Blvd, Franklin, TN
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Beacon Capital Management

Beacon Capital Management

(26)
  • Christmas
  • Team
  • Retirement
“They have a respect for their clients and are always offering seminars and workshops to help their clients as well as offering summer perks such as baseball outings and Christmas concerts.”
In Business Since 2009
Accepts All Major Credit Cards
751 Cool Springs Blvd STE 106, Franklin, TN
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Elevated Wealth Management

Elevated Wealth Management

(9)
  • Goals
  • Retirement
“We began working with Eric for full suite retirement and portfolio services (multi-year tax planning, estate planning, long-term care, retirement income withdrawal strategies, social security activation choices and wealth management and investment ad...”
In Business Since 2018
Free Initial Consultation
256 Seaboard Ln Ste. D101, Franklin, TN
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Capwealth Financial Advisor Franklin TN

Capwealth Financial Advisor Franklin TN

(7)
Client Care, Client Services Overview, A Higher Standard
“Tim Murphy is and honest and trustworthy business man and has great character, as does Tim Pagliara .”
In Business Since 2002
4031 Aspen Grove Dr #600, Franklin, TN
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EKC Financial Solutions

EKC Financial Solutions

(10)
  • Investments
“I have worked with Clay both on an individual and corporate level and I would highly recommend Clay to any company who wants the best for their employees from a fair and honest financial advisor.”
In Business Since 2020
725 Cool Springs Blvd #600, Franklin, TN
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CAP Partners

CAP Partners

Articles, Calculators, Flipbooks
“CAP Partners has been financial and life advisors to many families in Tennessee and beyond since 2002. As we do with all our clients, we bring our passion for client service along with our expertise in investment strategies and financial planning to ...”
In Business Since 2009
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Transparent Fees & Pricing
109 International Dr STE 210, Franklin, TN
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Lbmc

Lbmc

(3)
Acab Ladmf, Privacy Regulations, PCI Data Security Standards
“I enjoy the work and the people I work with daily.”
In Business Since 1995
Remote Consultations Available
201 Franklin Rd, Brentwood, TN 37027
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Cash Flow Architects

Cash Flow Architects

(5)
“He has helped my wife and I shift our thought process about building wealth and being more strategic with our finances to help us better plan for our growing family.”
In Business Since 2017
725 Cool Springs Blvd #600, Franklin, TN
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Chronicle Partners

Chronicle Partners

(1)
“Brian feels like part of our family and he and his team consistently go above and beyond.”
In Business Since 2020
Free Initial Consultation
238 Bedford Way, Franklin, TN
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The Breakaway League

The Breakaway League

(4)
“I recently had the pleasure of learning from Tom Love founder of Breakaway League and I have to say that I was thoroughly impressed with the level of known ledge I received.”
In Business Since 2018
1650 Murfreesboro Rd Suite 240, Franklin, TN
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The Wealth Management Group

The Wealth Management Group

Financial Planning, Charitable Giving, Tax Planning
“Welcome to The Wealth Management Group. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college...”
In Business Since 2011
Licensed, BBB Rating: A+
Accepts Cash, Debit
751 Cool Springs Blvd STE 100, Franklin, TN
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Financial Guidance Group

Financial Guidance Group

“No one can predict which asset class will perform best in any one year. This is why we believe in building downside protection into every portfolio we manage. In addition, we believe success is more probable if the client takes a long-term focus. Mar...”
In Business Since 2004
Family Business
508 S Margin St, Franklin, TN
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Aspen Grove Asset Management

Aspen Grove Asset Management

Asset Allocation, Bonds, Stocks
“Securities offered through Raymond James Financial Services, Inc. Member / . Aspen Grove Asset Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment Advisory Services offered throughRaymond Ja...”
In Business Since 2015
Accepts All Major Credit Cards
3326 Aspen Grove Dr, Franklin, TN
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Harpeth Wealth Partners

Harpeth Wealth Partners

“Discover the path to financial security, work-life balance, and a thriving business with Harpeth Wealth's expert financial planning services. Put yourself first while ensuring your family's future and avoiding costly financial mistakes. It's time to ...”
In Business Since 2020
Remote Consultations Available
236 3rd Ave N, Franklin, TN
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Compass Advisory Group

Compass Advisory Group

(3)
“Solomon, Tim, Leslie & Billy offer industry leading planning, advice, and so much more in the comprehensive approach!!!!”
In Business Since 2018
321 Billingsly Ct STE 16, Franklin, TN
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Dobyns McMillin Wealth Team

Dobyns McMillin Wealth Team

(3)
“The Dobyns Wealth Team's wealth of knowledge and experience when it comes to building a financial plan is second to none.”
In Business Since 2012
CFP, CFP, CFP, CFP, CFP, CFP, CFP Certified
801 Crescent Centre Dr Ste 600, Franklin, TN
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Southern Springs Capital Group

Southern Springs Capital Group

(2)
“They are both quick to respond, work around my schedule, make the transactions incredibly easy, and take the time to thoroughly answer and questions I have.”
In Business Since 1998
2555 Meridian Blvd #180, Franklin, TN
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Guardian Tax Consultants

Guardian Tax Consultants

(2)
“Using Guardian and their team isn't an option, the amount of money they have saved all three of my business could buy me rental properties by the beach!”
In Business Since 2023
554 Franklin Rd Suite 105, Franklin, TN
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Paul Winkler

Paul Winkler

(1)
“You think long-term, you look at money a bit differently, and you begin to trust Paul's team (Evan Barnard and Dan Hill) and let the market work.”
In Business Since 2015
Licensed
725 Cool Springs Blvd #600, Franklin, TN
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Retirement Planning and Investment Management Services in Franklin, TN Cost Estimates

Minimum cost
$1135
Maximum cost
$9647
National Average
$3405
Avg Per Hour Rates
$341
$2270
$6242
Fair price range is based on 251 cost profiles
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Average Cost $3405
Minimum cost $1135
Maximum cost $9647
Avg Per Hour Rates $341

Fair range $2270 to $6242 is based on 251 cost profiles.

Why these companies made our list

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