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Financial advisors · Tennessee

Fee-only financial advisors in Franklin, TN

From SEC and state Form ADV filingsUpdated 2026-11-07

21 fee-only investment advisers have offices in Franklin, Tennessee, according to their Form ADV filings with the SEC and state regulators. 16 offer hourly or flat-fee arrangements, 4 charge only a percentage of the assets they manage, and 16 provide financial planning. 13 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 1 firm reports disciplinary history and is listed last.

Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.

Showing 21 of 21

Stewardwell LLC

4068 Rural Plains Circle Suite 170, Franklin, TN 37064 · (615) 538-6110

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$442M
Individual clients
2,157
Advisory staff
8
Registered with
SEC

Profile · Website · SEC record

Cypress Capital, LLC

436 Main Street Suite 205, Franklin, TN 37064 · (615) 467-6075

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Subscription
  • Financial planning
Assets managed
$426M
Individual clients
657
Advisory staff
7
Registered with
SEC

Profile · Website · SEC record

Agp Franklin, LLC

3326 Aspen Grove Drive Suite 602, Franklin, TN 37067 · (615) 778-9842

  • Percentage of assets
  • Financial planning
Assets managed
$247M
Individual clients
456
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Cap Partners, LLC

109 International Drive Suite 210, Franklin, TN 37067 · (615) 807-2030

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$255M
Individual clients
399
Advisory staff
8
Registered with
SEC

Profile · Website · SEC record

Efinancial Alliance, LLC

840 Crescent Centre DR. Suite 600, Franklin, TN 37067 · (615) 224-8534

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$292M
Individual clients
208
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Ball & Company

Franklin, TN (office address not published) · (805) 376-2779

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$203M
Individual clients
147
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Jackson Wealth Inc

106 Mission Court Suite 604B, Franklin, TN 37067 · (615) 663-7387

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$24M
Individual clients
121
Advisory staff
2
Registered with
TN

Profile · Website · SEC record

Sage Investment Counsel

142 5th Avenue North Suite a, Franklin, TN 37064 · (615) 591-1210

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$165M
Individual clients
79
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Partners Capital, LLC

3401 Mallory Lane Suite 100, Franklin, TN 37067 · (888) 702-7743

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$40M
Individual clients
42
Advisory staff
7
Registered with
AZ, CA, FL +

Profile · Website · SEC record

Truehaven Capital

1201 Liberty Pike Suite 229 #1013, Franklin, TN 37067 · (210) 260-8668

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$62M
Individual clients
19
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Arrow Alliance

6700 Tower Circle Suite 360, Franklin, TN 37067 · (615) 761-9430

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$55M
Individual clients
18
Advisory staff
1
Registered with
TN

Profile · Website · SEC record

Sagepoint Capital Partners LLC

McEwen Northside, Block E 4020 Aspen Grove Drive, Suite 355, Franklin, TN 37067 · (615) 413-4340

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$888M
Individual clients
Under 5
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Savvyfi

231 Public Square Suite 300, PMB 6, Franklin, TN 37064 · (615) 241-0144

  • Fixed fee
Assets managed
$1.9M
Individual clients
307
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Resch Financial Group

Franklin, TN (office address not published) · (615) 920-1726

  • Percentage of assets
Assets managed
$12M
Individual clients
25
Advisory staff
1
Registered with
TN

Profile · SEC record

Retirement Solutions Group

101 SE Parkway CT Suite 210, Franklin, TN 37064 · (615) 467-6300

  • Fixed fee
  • Financial planning
Assets managed
$182M
Individual clients
339
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

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Fee-only advisers near Franklin

Another 59 fee-only firms have offices within 30 miles.

How to choose between them

  1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
  2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
  3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
  4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
  5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.

Frequently asked questions

What does fee-only mean?

A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.

How much does a fee-only financial adviser cost in Franklin?

Form ADV records how firms charge, not what they charge. Of the 21 firms listed here, 16 offer hourly or flat fees and 19 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.

How were these Franklin advisers selected?

Every registered investment adviser with an office in Franklin that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.

Are these advisers fiduciaries?

Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.