Best Financial Advisors in Hendersonville, TN

24 firms listed · 9 in Hendersonville · 1 open weekends · 20 rated 4.5+ · 1 shows a license

Data verified October 16, 2026

Collier Wealth Management

Collier Wealth Management

(50)
  • Confident
  • College
  • Advice
“Collier Wealth Management is a wonderful team that prioritizes their client's over their portfolios and are always responsive to our questions or needs.”
In Business Since 2004
323 W Main St, Hendersonville, TN
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Brody Tax and Accounting Services

Brody Tax and Accounting Services

(4)
“Her tax advice and customer service is outstanding, and my referrals always rave about her.”
In Business Since 2003
Free Initial Consultation
BBB Rating: A+
Transparent Fees & Pricing
136 Walton Ferry Rd, Hendersonville, TN
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Wood Financial Group

Wood Financial Group

(49)
  • Portfolio
  • Meetings
  • Advice
“We appreciate the direct personalized service we get from Wood Financial and chose them because we felt that their record shows great potential and that we can trust them to assist us meet our goals far more than the others we have tried.”
In Business Since 2012
181 E Main St #7, Hendersonville, TN
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Chad Richards, Partner - Rock Castle Wealth Advisors

Chad Richards, Partner - Rock Castle Wealth Advisors

(21)
  • Questions
  • Resource
  • Educated
“He is always very aware of trends and potential issues that occur in the market and is quick to discuss with us any implications they may have as well as changes to our portfolio to minimize risk or further enhance our investments.”
In Business Since 2021
100 Bluegrass Commons Blvd Suite 2100, Hendersonville, TN
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Sean Roach & Associates

Sean Roach & Associates

(2)
“Sean Roach and Taylor Hooks have been doing my personal and business axes for many years and always do an amazing job!”
In Business Since 2004
Transparent Fees & Pricing
Offers Financing Options
316 Walton Ferry Rd, Hendersonville, TN
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Guided Wealth Financial Partners

Guided Wealth Financial Partners

(6)
“We've been with Scotty Neal for 10 years.”
In Business Since 2019
132 Maple Row Blvd Ste. 440, Hendersonville, TN
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The 24 firms listed for Hendersonville, 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: Hendersonville, TN

Of the 24 firms we list here, 9 are in Hendersonville itself and 15 come from Nashville (12, 14 mi), Mt. Juliet (2, 9 mi) and Goodlettsville (1, 6 mi). 21 of the firms on this page have a rating, from 4.3 to 5.0 across 360 reviews; 2 have 50 or more reviews and 20 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are tax services (4), business services (3), back taxes owed (2), bank financing (2) and bankruptcy (2). 1 shows a license on its website and 8 have a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 4 offer payment plans and 2 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 22 list a public email and 3 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 firms listed for Hendersonville take financial planning bookings online?

3 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.

Chuck Porter, CPA

Chuck Porter, CPA

In Business Since 2009
242 W Main St, Hendersonville, TN
i
Clearview Financial Group

Clearview Financial Group

(3)
“I always feel like Kevin takes the time necessary to answer any questions that I may have and to be sure that I have all the information available to make a good decision.”
In Business Since 2011
Accepts Check
129 Walton Ferry Rd, Hendersonville, TN
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Stonebridge Capital Advisors

Stonebridge Capital Advisors

In Business Since 1998
60 Volunteer Dr, Hendersonville, TN
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Evan Hutcheson, CPA

Evan Hutcheson, CPA

(32)
  • Tax Prep
  • Email
  • Work
“As a small business owner, Evan has helped me in all facets of accounting for my company, from the initial financial statement review to form my company, setting up charts of accounts, fielding tax questions, and recently taking on the role of bookke...”
In Business Since 2013
BBB Rating: A+
Accepts Debit, Check, Cash, All Major Credit Cards
Remote Consultations Available
Nashville, TN · 14 mi from Hendersonville
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US Tax Services

US Tax Services

(1)
“Simply put....”
In Business Since 2007
BBB Rating: A+
Transparent Fees & Pricing
Offers Financing Options
Nashville, TN · 14 mi from Hendersonville
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Hoskins & Company

Hoskins & Company

In Business Since 1996
BBB Rating: A+
Transparent Fees & Pricing
Free Initial Consultation
Nashville, TN · 14 mi from Hendersonville
i
Baker Sullivan Hoover

Baker Sullivan Hoover

(11)
  • Financial
“Fortunately for me, Jay is well versed in the realm of handling auditors and the bill came in at less than a tenth of what it could have been (90% less than the average audit bill).”
In Business Since 1982
BBB Rating: A+
Accepts Cash
Nashville, TN · 14 mi from Hendersonville
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CPA Consulting Group

CPA Consulting Group

(3)
“If you're looking for a new accountant or help with your business taxes, I highly recommend Cathy and CPA Consulting Group.”
In Business Since 2007
BBB Rating: A+
Accepts All Major Credit Cards
Nashville, TN · 14 mi from Hendersonville
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Turning Point Group

Turning Point Group

(18)
  • 401k
  • People
  • Information
“I am very pleased with working with him and I know that taking in the abundance of information and resources he has to offer, I am confident I am making the best decision for not only myself but my business and my family.”
In Business Since 2020
Nashville, TN · 14 mi from Hendersonville
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Tax Factory Nashville Plus

Tax Factory Nashville Plus

(1)
“And feel like the tax preparer crossed all t's and dotted all i's!!!!”
In Business Since 2016
BBB Rating: A+
Accepts All Major Credit Cards
Nashville, TN · 14 mi from Hendersonville
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Barnes Tax & Financial Services

Barnes Tax & Financial Services

(3)
“With a new business I had lots of tax questions, and they went out of their way to help.”
In Business Since 2011
Transparent Fees & Pricing
Nashville, TN · 14 mi from Hendersonville
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BC Holdings of TN

BC Holdings of TN

(4)
  • Knowledge
  • Innovative
  • Understanding
“As wealth building educators who genuinely care about people, they use unique and innovative methods to teach families, individuals and employees the importance of closing the wealth knowledge gap and the strategies available to make it a reality.”
In Business Since 2002
Nashville, TN · 14 mi from Hendersonville
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C David Pitzer

C David Pitzer

In Business Since 1974
BBB Rating: A+
Transparent Fees & Pricing
Offers Financing Options
Goodlettsville, TN · 6 mi from Hendersonville
i
EPM Financial

EPM Financial

(6)
  • Advisor
“I have had a lot of interactions with these guys on a professional and personal level.”
In Business Since 2010
Accepts Cash
Mount Juliet, TN · 9 mi from Hendersonville
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Vista Points

Vista Points

(1)
“Great workers, A1.”
In Business Since 2003
Mount Juliet, TN · 9 mi from Hendersonville
i
Beyond Asset Management

Beyond Asset Management

(1)
“All I know is that my finances and company finally started producing when I stopped acting like I could handle it and hired Jim.”
In Business Since 2017
Licensed
Nashville, TN · 14 mi from Hendersonville
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Lee Danner & Bass

Lee Danner & Bass

(1)
“If you are looking for a company that has their finger on the pulse on wall Street and a Christian man to handle your Investments for you, this is the best company you could possibly have!”
In Business Since 2002
Transparent Fees & Pricing
Nashville, TN · 14 mi from Hendersonville
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Cairn Financial Group

Cairn Financial Group

In Business Since 2018
Nashville, TN · 14 mi from Hendersonville
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HomeWealth Management AdvisorsTennesseeHendersonville, TN

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

Minimum cost
$1061
Maximum cost
$9017
National Average
$3183
Avg Per Hour Rates
$319
$2122
$5835
Fair price range is based on 291 cost profiles
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Average Cost $3183
Minimum cost $1061
Maximum cost $9017
Avg Per Hour Rates $319

Fair range $2122 to $5835 is based on 291 cost profiles.

Why these companies made our list

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