Fee-only adviser · Nashville, TN
Dirigo Private Wealth
Dirigo Private Wealth is a fee-only investment adviser registered with the securities regulators of Louisiana, Tennessee, with its main office in Nashville, Tennessee. On its latest Form ADV, filed March 24, 2026, it reports $25M in regulatory assets under management, 36 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Louisiana, Tennessee |
|---|---|
| Firm CRD number | 318002 |
| Office | 7501 Oak Haven Trace Nashville, TN 37209 |
| Phone | (615) 840-9865 |
| Website | www.dirigopw.com |
| Regulatory assets under management | $25M ($23M discretionary) |
| Individual clients | 27 non-high-net-worth, 9 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Fixed fee, Other |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 24, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Nashville
- Woodmont Investment Counsel, LLC $2.0B
- Aj Advisors $394M
- Decker Wealth Management, LLC $566M
- HS Wealth Partners $481M
- Laffer Tengler Investments, Inc. $800M
- Shayne & Jacobs, LLC $429M
See all 39 fee-only advisers in Nashville →
Nearby
- Brentwood 15 firms
- Goodlettsville 1 firm
- Franklin 21 firms
- Mt. Juliet 1 firm
- Murfreesboro 3 firms
- College Grove 1 firm
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