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Rooted Wealth AdvisorsFinancial advisor in Brentwood, TN

Rooted Wealth Advisors is a financial advisor at 9005 Overlook Blvd, Brentwood, TN 37027, ranked #20 of 199 financial advisors in Brentwood and rated 5.0 from 15 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Brentwood, TNUpdated 0 paid placements in any rankingHow we rank

Call (615) 678-6120

Key facts

Key facts about Rooted Wealth Advisors
Address9005 Overlook Blvd, Brentwood, TN 37027Get directions
Phone(615) 678-6120
HoursMonday to Friday: 8:30 AM – 5 PM
Google rating5.0 from 15 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Brentwood and 9 towns within 25 miles: Brentwood Estates, Franklin, Nashville, La Vergne, Smyrna, Mount Juliet, Goodlettsville, Hendersonville and Spring Hill.

Based in Brentwood, TNView on map

Opening hours

Opening hours for Rooted Wealth Advisors
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Rooted Wealth Advisors

How is Rooted Wealth Advisors ranked in Brentwood?

Rooted Wealth Advisors is ranked #20 of 199 financial advisors in Brentwood by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Rooted Wealth Advisors’ hours?

Rooted Wealth Advisors is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Rooted Wealth Advisors serve?

Serves Brentwood and 9 towns within 25 miles: Brentwood Estates, Franklin, Nashville, La Vergne, Smyrna, Mount Juliet, Goodlettsville, Hendersonville and Spring Hill. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Rooted Wealth Advisors?

Rooted Wealth Advisors has a rating of 5.0 from 15 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Rooted Wealth Advisors?

Call Rooted Wealth Advisors on (615) 678-6120. The business is at 9005 Overlook Blvd, Brentwood, TN 37027. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Rooted Wealth Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Rooted Wealth Advisors (this business)—695.0 (15)NoNo
Luken Wealth Management#18695.0 (16)NoNo0.2 mi
GA Pincus Funds#19695.0 (15)NoNo4.6 mi
Wood Financial Group#21694.8 (145)NoNo21.4 mi

See all 199 ranked financial advisors in Brentwood