Fee-only adviser · Germantown, TN
Reeser Advisory Services Inc.
Reeser Advisory Services Inc. is a fee-only investment adviser registered with the securities regulator of Tennessee, with a mailing address in Germantown, Tennessee (its office is a private residence, so the street address is not published). On its latest Form ADV, filed August 3, 2026, it reports $29M in regulatory assets under management, 26 individual clients and 2 employees who give 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 | 131159 |
| Office | Germantown, TN (mailing address; office not published) |
| Phone | (901) 754-6231 |
| Website | Not listed |
| Regulatory assets under management | $29M |
| Individual clients | 16 non-high-net-worth, 10 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 3, 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 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 Germantown
- TCM $165M
- Silverleafe Capital Partners, LLC $449M
- W Advisors LLC $245M
- Studdard Financial, LLC $28M
- Forward Financial Planning $3.7M
- Cypress Wealth Management, LLC $78M
See all 8 fee-only advisers in Germantown →
Nearby
- Cordova 1 firm
- Memphis 40 firms
- Collierville 1 firm
- Lakeland 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Reeser Advisory Services Inc.? Update this listing.