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Financial Advisors in Goodlettsville, TN: 2026 rankings

142 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Goodlettsville: Collier Wealth Management Inc., RFA Score 75/100; 5.0★ from 202 Google reviews.

  2. 12

    Most-reviewed: Lending Hand Mortgage, LLC, 818 Google reviews at 4.9★, the most of 142 ranked; ranked #12.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

142 Goodlettsville financial advisors are ranked here by RFA Score, from eight published factors. 25 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 5.0★ across 142 rated firms.

Top 10 financial advisors in Goodlettsville at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Goodlettsville at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Collier Wealth Management Inc.755.0★ (202)Hendersonville, 5 mi away—Top score
2Southeast Financial Credit Union754.9★ (129)Goodlettsville——
3Wood Financial Group734.8★ (145)Hendersonville, 6 mi away——
4William Styles - COUNTRY Financial Agent725.0★ (85)Hendersonville, 6 mi away——
5Southeast Financial Credit Union724.7★ (247)Nashville, 11 mi away——
6ElderLife Financial714.6★ (175)Hendersonville, 8 mi away——
7Guided Wealth Partners, LLC705.0★ (36)Hendersonville, 6 mi away——
8Paul Winkler, Inc. Goodlettsville704.9★ (21)Goodlettsville——
9Eric Berner, Partner - Rock Castle Wealth Advisors705.0★ (40)Hendersonville, 8 mi away——
10Everson Rose Financial and Notary Services705.0★ (99)Gallatin, 18 mi awaySat · Sun · Evenings—

All 142 financial advisors in Goodlettsville, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  3. #3 Wood Financial Group

    Based in Hendersonville, 6 mi away

    73/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.8★ from 145 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 145 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–2 PM · Sat–Sun closed
    Address
    181 E Main St #7, Hendersonville, TN 37075
    View profile for Wood Financial Group(615) 826-5749

  6. #6 ElderLife Financial

    Based in Hendersonville, 8 mi away

    71/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.6★ from 175 Google reviews, listed on Google as “Financial consultant”.

    • 4.6★ from 175 Google reviews
    Hours
    Mon–Fri 7 AM–5 PM · Sat–Sun closed
    Address
    100 Bluegrass Commons Blvd Bldg 1, Ste 120, Hendersonville, TN 37075
    View profile for ElderLife Financial(888) 228-4500

  7. #7 Guided Wealth Partners, LLC

    Based in Hendersonville, 6 mi away

    70/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Thu 8:30 AM–4 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    132 Maple Row Blvd Ste. 440, Hendersonville, TN 37075
    View profile for Guided Wealth Partners, LLC(615) 991-2540

  15. #15 Mutual of Omaha Mortgage

    Based in Brentwood, 21 mi away

    69/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 83 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 83 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    9005 Overlook Blvd Ste 118, Brentwood, TN 37027
    View profile for Mutual of Omaha Mortgage(615) 649-9897

  18. #18 Holmes & Swafford CPAs

    Based in Mount Juliet, 16 mi away

    68/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.8★ from 58 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 58 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    1982 Providence Pkwy #252, Mt. Juliet, TN 37122
    View profile for Holmes & Swafford CPAs(615) 758-5055

  21. #21 Apex Financial Planning

    Based in Gallatin, 10 mi away

    67/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1529 Hunt Club Blvd Ste. 100, Gallatin, TN 37066
    View profile for Apex Financial Planning(615) 206-8731

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 142 ranked financial advisors here; the rest are on their profiles.

financial advisors in Goodlettsville, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Exchange Finance Company663.4★ (16)In Goodlettsville
27Tiffany Wright, Mortgage Loan Officer - First Horizon Bank665.0★ (14)12 mi
28Bank of America Financial Center664.0★ (39)10 mi
29The Webb Pickard Group654.9★ (39)23 mi
30Wealth Management Group655.0★ (28)21 mi
31Enbright Credit Union654.1★ (31)12 mi
32First Command Financial Advisor - Aaron Barranco, RICP®655.0★ (15)15 mi
33Edward Jones - Financial Advisor: John D Lankford, CFP®655.0★ (28)23 mi
34Everett Wealth Management - Nashville655.0★ (13)15 mi
35First Horizon Bank - Hendersonville, TN - Indian Lake Blvd653.6★ (13)6 mi
36Clearview Financial Group644.8★ (4)5 mi
37NOW CFO - Outsourced CFO Services | Tennessee644.3★ (11)11 mi
38Moore Wealth Management645.0★ (4)6 mi
39First Horizon Bank - Nashville, TN - West End Ave644.3★ (18)14 mi
40Redefined Business Advisors645.0★ (28)24 mi
41Old National Bank643.9★ (7)6 mi
42Emerald Gate Wealth & Estate645.0★ (11)15 mi
43Cadence Wealth Advisors645.0★ (29)25 mi
44Southeast Financial Credit Union644.5★ (43)23 mi
45Edward Jones - Financial Advisor: Trey Hood, AAMS®|CRPC™645.0★ (27)24 mi
46Stephen & Associates645.0★ (9)14 mi
47Bank of America Financial Center644.0★ (16)12 mi
48Edward Jones - Financial Advisor: Mike Weed, CFP®|ChFC®|CPWA®|CEPA®|AAMS®|CRPC™|SE-AWMA®|CRPS™645.0★ (17)20 mi
49Edward Jones - Financial Advisor: Brian S Homra645.0★ (4)8 mi
50Wilmoth Financial645.0★ (6)11 mi

Also serving Goodlettsville

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Goodlettsville
BusinessGoogle ratingDistance
Adam Beck - Financial Advisor, Ameriprise Financial Services, LLCIn Goodlettsville
Comco One-World, Inc2.5★ (2)12 mi
Edward Jones - Financial Advisor: Bridgit L Bennett5.0★ (2)In Goodlettsville
Edward Jones - Financial Advisor: Jerry Conner3.0★ (2)6 mi
Edward Jones - Financial Advisor: John E Hannum5.0★ (2)12 mi
Edward Jones - Financial Advisor: Todd A Johnson, CFP®5.0★ (2)8 mi
Edward Jones - Financial Advisor: Trent Sipes5.0★ (1)In Goodlettsville
Financial institutionIn Goodlettsville
Intech Media Services LLCIn Goodlettsville
JT Morgan Credit Resolution5.0★ (1)In Goodlettsville
Michael McCormick - Regions Financial AdvisorIn Goodlettsville
Music City Wealth AdvisorsIn Goodlettsville
Northwestern Mutual3.0★ (2)7 mi
Private Bank, Bank of America3.0★ (2)12 mi
Raymond James & Associates5.0★ (1)In Goodlettsville
Raymond James Financial Services5.0★ (1)In Goodlettsville
Sageguard Financial Group5.0★ (2)In Goodlettsville
Seven Arrows Financial Planning5.0★ (2)12 mi
Tucker Lucy-BoulerIn Goodlettsville
Wells Fargo Advisors1.0★ (2)12 mi

How we ranked Goodlettsville financial advisors

We scored 142 Goodlettsville financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Goodlettsville data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Goodlettsville: frequently asked questions

Which financial advisor has the highest RFA Score in Goodlettsville?

By RFA Score, the highest-ranked financial advisor in Goodlettsville, TN is Collier Wealth Management Inc. with an RFA Score of 75/100. It has 5.0★ from 202 Google reviews. Southeast Financial Credit Union (#2) and Wood Financial Group (#3) follow. We ranked 142 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Goodlettsville?

RankedFinancialAdvisors ranks 142 financial advisors serving Goodlettsville, TN. 7 of them are based in Goodlettsville; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Goodlettsville work on weekends?

25 of 142 ranked financial advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Everson Rose Financial and Notary Services (#10), Lending Hand Mortgage, LLC (#12) and First Horizon Bank - Hendersonville, TN - W Main St (#19). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Goodlettsville financial advisors have?

The median Google rating among 142 rated financial advisors in Goodlettsville is 5.0★, with a median of 12 reviews. Lending Hand Mortgage, LLC has the most, 818 reviews, and ranks #12. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Goodlettsville count in this ranking?

Yes, if they are within 25 mi of the Goodlettsville city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Goodlettsville ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Goodlettsville a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Goodlettsville

  1. November 2026: RFA Scores recalculated for 142 financial advisors serving Goodlettsville.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Goodlettsville pages