Fee-only adviser · Mt. Juliet, TN
Family Tree Wealth Advisors, LLC
Family Tree Wealth Advisors, LLC is a fee-only investment adviser registered with the securities regulator of Tennessee, with its main office in Mt. Juliet, Tennessee. On its latest Form ADV, filed March 11, 2026, it reports $12M in regulatory assets under management, 24 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: Tennessee |
|---|---|
| Firm CRD number | 157777 · SEC file 801-72567 |
| Office | 2598 N MT Juliet RD Suite 100 Mt. Juliet, TN 37122 |
| Phone | (615) 553-2704 |
| Website | Not listed |
| Regulatory assets under management | $12M ($12M discretionary) |
| Individual clients | 24 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 11, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- 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.
Nearby
- Murfreesboro 3 firms
- Nashville 39 firms
- Goodlettsville 1 firm
- Brentwood 15 firms
- Franklin 21 firms
- College Grove 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Family Tree Wealth Advisors, LLC? Update this listing.