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Financial Planners in Franklin, TN: 2026 rankings

110 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Franklin: Ramsey Solutions, RFA Score 76/100; 4.5★ from 499 Google reviews.

  2. 7

    Most-reviewed: Southeast Financial Credit Union, 247 Google reviews at 4.7★, the most of 110 ranked after Ramsey Solutions; ranked #7.

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

110 Franklin financial planners are ranked here by RFA Score, from eight published factors. 16 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.8★ across 110 rated firms.

Top 10 financial planners in Franklin 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 planners in Franklin at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Ramsey Solutions764.5★ (499)Franklin—Top score
2Retirement Renegade755.0★ (110)Franklin——
3Beacon Capital Management744.8★ (128)Franklin——
4Kibbel Financial Planning735.0★ (66)Franklin——
5Montgomery & Associates Insurance & Financial Services734.8★ (77)Franklin——
6Mutual of Omaha Mortgage725.0★ (83)Brentwood, 9 mi away——
7Southeast Financial Credit Union714.7★ (247)Nashville, 18 mi away—Most reviews
8Knelson Advisory Solutions695.0★ (24)FranklinSat—
9William Bevins Financial Advisor & Planner695.0★ (20)Franklin——
10First Horizon Bank - Franklin, TN - Public Square684.8★ (18)Franklin——

All 110 financial planners in Franklin, 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.

  1. Ranked #1 in Franklin

    #1 Ramsey Solutions

    Based in Franklin

    76/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.5★ from 499 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 499 Google reviews
    Hours
    Mon 10 AM–5 PM · Tue 8 AM–5 PM · Wed 10 AM–5 PM · Thu 10 AM–4 PM · Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1011 Reams Fleming Blvd, Franklin, TN 37064
    View profile for Ramsey Solutions(615) 371-8881

  2. #2 Retirement Renegade

    Based in Franklin

    75/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 110 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 110 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    329 S Royal Oaks Blvd Suite 304, Franklin, TN 37064
    View profile for Retirement Renegade(615) 649-8222

  3. #3 Beacon Capital Management

    Based in Franklin

    74/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.8★ from 128 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 128 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    751 Cool Springs Blvd Ste 106, Franklin, TN 37067
    View profile for Beacon Capital Management(615) 224-9794

  4. #4 Kibbel Financial Planning

    Based in Franklin

    73/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 66 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 66 Google reviews
    Hours
    Mon–Tue 8:30 AM–4 PM · Wed closed · Thu–Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    725 Cool Springs Blvd #600, Franklin, TN 37067
    View profile for Kibbel Financial Planning(615) 437-0224

  8. #8 Knelson Advisory Solutions

    Based in Franklin

    69/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Thu 8 AM–6 PM · Fri 8 AM–4 PM · Sat 9 AM–1 PM · Sun closed
    Address
    725 Cool Springs Blvd #600, Franklin, TN 37067
    View profile for Knelson Advisory Solutions(931) 382-2766

  12. #12 Elevated Wealth Management

    Based in Franklin

    68/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    256 Seaboard Ln Ste. D101, Franklin, TN 37067
    View profile for Elevated Wealth Management(615) 843-5200

  16. #16 Compass Advisory Group

    Based in Franklin

    67/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    725 Cool Springs Blvd Ste 450, Franklin, TN 37067
    View profile for Compass Advisory Group(615) 472-8223

  19. #19 Abound Wealth Management

    Based in Franklin

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Thu 7:30 AM–4:30 PM · Fri 7:30 AM–3:30 PM · Sat–Sun closed
    Address
    317 Main St Ste 201, Franklin, TN 37064
    View profile for Abound Wealth Management(615) 226-3667

  20. #20 Fidelity Investments

    Based in Franklin

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.1★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 13 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    4031 Aspen Grove Dr Ste 490, Franklin, TN 37067
    View profile for Fidelity Investments(800) 622-9650

  21. #21 The Webb Pickard Group

    Based in La Vergne, 18 mi away

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.9★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 39 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    5258 Murfreesboro Rd, La Vergne, TN 37086
    View profile for The Webb Pickard Group(615) 793-9000

  22. #22 Luken Wealth Management

    Based in Brentwood, 9 mi away

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    136 Frierson St, Brentwood, TN 37027
    View profile for Luken Wealth Management(615) 550-5570

  23. #23 Carlton Wealth

    Based in Franklin

    66/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon 10 AM–5 PM · Tue–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    2000 Mallory Ln Ste 130-397, Franklin, TN 37067
    View profile for Carlton Wealth(615) 794-2536

  25. #25 Rooted Wealth Advisors

    Based in Brentwood, 9 mi away

    65/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    9005 Overlook Blvd, Brentwood, TN 37027
    View profile for Rooted Wealth Advisors(615) 678-6120

Financial planners 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 110 ranked financial planners here; the rest are on their profiles.

financial planners in Franklin, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26United Community654.3★ (31)10 mi
27Summit Wealth Group655.0★ (6)In Franklin
28Retirement Solutions Group655.0★ (6)In Franklin
29Southeast Financial Credit Union654.5★ (43)17 mi
30WG Financial Group655.0★ (13)8 mi
31Equitable Advisors654.0★ (8)In Franklin
32investgro655.0★ (12)9 mi
33First Horizon Bank - Nashville, TN - Union St654.4★ (43)17 mi
34Boundbrook Advisors645.0★ (4)In Franklin
35New York Life Insurance643.2★ (13)In Franklin
36Prudential Financial - Justin Harnick, Financial Advisor645.0★ (12)11 mi
37Allgood Financial645.0★ (12)11 mi
38Northwestern Mutual643.3★ (7)In Franklin
39Focus Financial Group645.0★ (3)In Franklin
40Mercer Advisors - Franklin645.0★ (3)In Franklin
41Jeremy Sweeney - Private Wealth Advisor, Ameriprise Financial Services, LLC645.0★ (3)In Franklin
42GLB Financial Group644.5★ (21)15 mi
43Southern Oak Wealth Group645.0★ (8)8 mi
44Afton Advisors645.0★ (8)9 mi
45Everett Wealth Management - Nashville645.0★ (13)14 mi
46Ascension Financial Partners633.7★ (3)In Franklin
47EP Wealth Advisors635.0★ (10)13 mi
48Tyler Richardson - COUNTRY Financial District Leader633.0★ (4)In Franklin
49Enbright Credit Union634.1★ (31)17 mi
50Tiffany Wright, Mortgage Loan Officer - First Horizon Bank635.0★ (14)17 mi

Also serving Franklin

20 more financial planners 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 planners serving Franklin
BusinessGoogle ratingDistance
Aldred, Greenwell & Lane5.0★ (2)In Franklin
Charles Schwab5.0★ (12)In Franklin
Creel Wealth Planning at Farther Finance5.0★ (5)In Franklin
Ed Gaw - Raymond James5.0★ (2)In Franklin
Edward Jones - Financial Advisor: Bret Robbe, CFP®|CEPA®3.7★ (3)In Franklin
Edward Jones - Financial Advisor: Brian Riddle, CFP®|CEPA®5.0★ (5)In Franklin
Edward Jones - Financial Advisor: Collin L Brace, AAMS®5.0★ (8)In Franklin
Edward Jones - Financial Advisor: David G Rowland, CFP®|ChFC®|CKA®5.0★ (4)In Franklin
Edward Jones - Financial Advisor: Patrick E McFarland, CFP®4.7★ (3)In Franklin
Edward Jones - Financial Advisor: Russ Haselton5.0★ (2)In Franklin
EFinancial Alliance5.0★ (2)In Franklin
Financial Guidance Group, Inc.5.0★ (2)In Franklin
Flagship Financial Advisors3.0★ (2)In Franklin
Nashville Financial Planning5.0★ (2)In Franklin
Paragon Private Wealth Management5.0★ (6)In Franklin
Philip M Watson Financial3.0★ (2)In Franklin
Southern Springs Capital Group5.0★ (2)In Franklin
TBH Advisors, LLC5.0★ (1)In Franklin
The Breakaway League5.0★ (3)In Franklin
Wood Financial Group5.0★ (2)In Franklin

How we ranked Franklin financial planners

We scored 110 Franklin financial planners 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 Franklin 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Franklin: frequently asked questions

Which financial planner has the highest RFA Score in Franklin?

By RFA Score, the highest-ranked financial planner in Franklin, TN is Ramsey Solutions with an RFA Score of 76/100. It has 4.5★ from 499 Google reviews. Retirement Renegade (#2) and Beacon Capital Management (#3) follow. We ranked 110 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Franklin?

RankedFinancialAdvisors ranks 110 financial planners serving Franklin, TN. 30 of them are based in Franklin; 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 planners in Franklin work on weekends?

16 of 110 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Knelson Advisory Solutions (#8) and Bank of America (with Drive-thru ATM) (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Franklin financial planners have?

The median Google rating among 110 rated financial planners in Franklin is 4.8★, with a median of 12 reviews. Ramsey Solutions has the most, 499 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Franklin count in this ranking?

Yes, if they are within 25 mi of the Franklin city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Franklin ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Franklin 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 planners 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 Franklin

  1. November 2026: RFA Scores recalculated for 110 financial planners serving Franklin.

More financial planners and Franklin pages