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Financial advisors · Tennessee

Fee-only financial advisors in Nashville, TN

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

39 fee-only investment advisers have offices in Nashville, Tennessee, according to their Form ADV filings with the SEC and state regulators. 22 offer hourly or flat-fee arrangements, 17 charge only a percentage of the assets they manage, and 29 provide financial planning. 20 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 2 firms report disciplinary history and are 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 39 of 39

Aj Advisors

2726 Larmon Drive, Nashville, TN 37204 · (615) 709-8709

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$394M
Individual clients
414
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

HS Wealth Partners

25 Music Square East Suite 200, Nashville, TN 37203 · (505) 361-2223

  • Percentage of assets
  • Financial planning
Assets managed
$481M
Individual clients
265
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Shayne & Jacobs, LLC

4015 Hillsboro Pike Suite 203, Nashville, TN 37215 · (615) 250-1600

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$429M
Individual clients
160
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

HMS Investment Advisors

5130 Ashland City Hwy, Nashville, TN 37218 · (615) 829-7200

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$282M
Individual clients
153
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

Creative Investment Group

30 Burton Hills Suite 550, Nashville, TN 37215 · (615) 949-9629

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$209M
Individual clients
144
Advisory staff
7
Registered with
SEC

Profile · Website · SEC record

Fielder Capital Group LLC

1222 Demonbreun Street Suite 1610, Nashville, TN 37203 · (212) 918-4860

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$1.2B
Individual clients
112
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Melby Wealth Management

Nashville, TN (office address not published) · (615) 891-5444

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$19M
Individual clients
87
Advisory staff
1
Registered with
LA, TN

Profile · Website · SEC record

Apple & Company, Inc.

Nashville, TN (office address not published) · (615) 256-3807

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$62M
Individual clients
86
Advisory staff
1
Registered with
TN

Profile · Website · SEC record

Heritage Private Wealth

500 11th Ave N Suite 325, Nashville, TN 37203 · (615) 622-5601

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$14M
Individual clients
79
Advisory staff
1
Registered with
TN

Profile · Website · SEC record

Wave Wealth Planning, LLC

Nashville, TN (office address not published) · (615) 724-0058

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$16M
Individual clients
57
Advisory staff
1
Registered with
CA, TN

Profile · Website · SEC record

Dirigo Private Wealth

7501 Oak Haven Trace, Nashville, TN 37209 · (615) 840-9865

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$25M
Individual clients
36
Advisory staff
1
Registered with
LA, TN

Profile · Website · SEC record

Edgehelm Financial

40 Burton Hills Blvd. Suite 200, Nashville, TN 37215 · (615) 430-1619

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$63M
Individual clients
31
Advisory staff
1
Registered with
CA, TN

Profile · Website · SEC record

Hoskins Financial, LLC

1900 Church Street Suite 200, Nashville, TN 37203 · (615) 321-7333

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$10M
Individual clients
29
Advisory staff
1
Registered with
TN

Profile · Website · SEC record

Upholdings

1030 16th Ave S 2nd Floor #50, Nashville, TN 37212 · (615) 669-8699

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$51M
Individual clients
13
Advisory staff
2
Registered with
CA, SC, TN

Profile · Website · SEC record

CN Wealth LLC

711 Lynnbrook Road, Nashville, TN 37215 · (256) 762-7998

  • Percentage of assets
  • Financial planning
Assets managed
$3.1M
Individual clients
Under 5
Advisory staff
1
Registered with
TN

Profile · SEC record

Synthesis Advisors, Inc.

3801 Bedford Avenue Suite 100, Nashville, TN 37215 · (615) 256-2556

  • Percentage of assets
  • Fixed fee
Assets managed
$82M
Individual clients
79
Advisory staff
1
Registered with
TN

Profile · SEC record

A&G Financial Management, LLC

3200 West End Avenue Suite 500, Nashville, TN 37203 · (615) 783-1742

  • Percentage of assets
  • Financial planning
Assets managed
$24M
Individual clients
146
Advisory staff
1
Registered with
TN

Profile · Website · SEC record

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

Boulevard Money

4235 Hillsboro Pike Suite 355, Nashville, TN 37215 · (615) 618-1234

  • Percentage of assets
  • Financial planning
Assets managed
$10M
Individual clients
24
Advisory staff
1
Registered with
TN

Profile · Website · SEC record

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

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Fee-only advisers near Nashville

Another 42 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 Nashville?

Form ADV records how firms charge, not what they charge. Of the 39 firms listed here, 22 offer hourly or flat fees and 39 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 Nashville advisers selected?

Every registered investment adviser with an office in Nashville 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.