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Financial Planners in Nashville, TN: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Nashville: Southeast Financial Credit Union, RFA Score 76/100; 4.7★ from 247 Google reviews.

  2. 10

    Most-reviewed: Ramsey Solutions, 499 Google reviews at 4.5★, the most of 129 ranked; ranked #10.

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

129 Nashville financial planners are ranked here by RFA Score, from eight published factors. 20 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.8★ across 129 rated firms.

Top 10 financial planners in Nashville 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 Nashville at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Southeast Financial Credit Union764.7★ (247)NashvilleTop score
2Collier Wealth Management Inc.745.0★ (202)Hendersonville, 13 mi away—
3Adams Wealth Partners- Nashville Wealth Management725.0★ (43)Nashville—
4Southeast Financial Credit Union724.9★ (129)Goodlettsville, 12 mi away—
5Mutual of Omaha Mortgage725.0★ (83)Brentwood, 9 mi away—
6Wood Financial Group714.8★ (145)Hendersonville, 14 mi away—
7William Styles - COUNTRY Financial Agent715.0★ (85)Hendersonville, 14 mi away—
8Retirement Renegade705.0★ (110)Franklin, 18 mi away—
9Beacon Capital Management704.8★ (128)Franklin, 15 mi away—
10Ramsey Solutions704.5★ (499)Franklin, 23 mi awayMost reviews

All 129 financial planners in Nashville, 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.

  6. #6 Wood Financial Group

    Based in Hendersonville, 14 mi away

    71/100RFA Score

    Ranked #6 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

  8. #8 Retirement Renegade

    Based in Franklin, 18 mi away

    70/100RFA Score

    Ranked #8 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

  9. #9 Beacon Capital Management

    Based in Franklin, 15 mi away

    70/100RFA Score

    Ranked #9 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

  10. #10 Ramsey Solutions

    Based in Franklin, 23 mi away

    70/100RFA Score

    Ranked #10 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

  12. #12 Kibbel Financial Planning

    Based in Franklin, 15 mi away

    69/100RFA Score

    Ranked #12 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

  15. #15 Enbright Credit Union

    Based in Nashville

    68/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.1★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 31 Google reviews
    Hours
    Mon–Tue 7:30 AM–4:30 PM · Wed 8 AM–4:30 PM · Thu–Fri 7:30 AM–4:30 PM · Sat–Sun closed
    Address
    1214 Church St #100, Nashville, TN 37246
    View profile for Enbright Credit Union(615) 687-4801

  19. #19 Allgood Financial

    Based in Nashville

    68/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5313 Anchorage Dr, Nashville, TN 37220
    View profile for Allgood Financial(331) 229-3224

  21. #21 Guided Wealth Partners, LLC

    Based in Hendersonville, 14 mi away

    68/100RFA Score

    Ranked #21 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

  23. #23 EP Wealth Advisors

    Based in Nashville

    67/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    3835 Cleghorn Ave #250, Nashville, TN 37215
    View profile for EP Wealth Advisors(615) 292-6889

  24. #24 The Webb Pickard Group

    Based in La Vergne, 16 mi away

    67/100RFA Score

    Ranked #24 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

  25. #25 Stephen & Associates

    Based in Nashville

    67/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    1507 16th Ave S, Nashville, TN 37212
    View profile for Stephen & Associates(615) 298-9350

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

financial planners in Nashville, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Menzie & Associates675.0★ (8)In Nashville
27Bank of America Financial Center674.0★ (16)In Nashville
28Chad Richards, Partner - Rock Castle Wealth Advisors675.0★ (33)16 mi
29NOW CFO - Outsourced CFO Services | Tennessee674.3★ (11)In Nashville
30Financial Management Plus Inc664.5★ (8)In Nashville
31Luken Wealth Management665.0★ (16)9 mi
32Paul Winkler, Inc. Goodlettsville664.9★ (21)12 mi
33Southeast Financial Credit Union664.5★ (43)15 mi
34Rooted Wealth Advisors665.0★ (15)9 mi
35Knelson Advisory Solutions665.0★ (24)15 mi
36Carson & McKinney, CPAs, PLLC663.7★ (12)In Nashville
37WG Financial Group665.0★ (13)9 mi
38Riverdog Wealth665.0★ (5)In Nashville
39First Horizon Bank - Nashville, TN - Rosa Park Blvd663.4★ (17)In Nashville
40The Gale Group of Equis Financial665.0★ (11)8 mi
41AllianceBernstein664.3★ (6)In Nashville
42Fidelity Investments664.0★ (7)In Nashville
43First Horizon Bank - Hendersonville, TN - W Main St664.4★ (30)13 mi
44investgro665.0★ (12)9 mi
45GLB Financial Group664.5★ (21)11 mi
46First Horizon Bank - Nashville, TN - Woodland St653.1★ (28)In Nashville
47Old National Bank654.2★ (5)In Nashville
48William Bevins Financial Advisor & Planner655.0★ (20)17 mi
49Applied Capital - Nashville655.0★ (3)In Nashville
50Bank of America (with Drive-thru ATM)653.1★ (83)In Nashville

Also serving Nashville

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 Nashville
BusinessGoogle ratingDistance
Baird Private Wealth Management5.0★ (2)In Nashville
Cal-Tenn Financial LLC2.2★ (22)In Nashville
CGK Business Sales | Business Brokers Nashville5.0★ (23)In Nashville
Edward Jones - Financial Advisor: Rick Garner, ChFC®|SE-AWMA®5.0★ (3)In Nashville
Freeman Financial Group3.5★ (2)In Nashville
Granite Retirement and Tax Advisory5.0★ (2)In Nashville
High Knoll Wealth Advisors5.0★ (2)In Nashville
Innovative Financial Group2.5★ (2)In Nashville
Morgan Stanley Financial Advisors5.0★ (2)In Nashville
Northwestern Mutual3.0★ (2)In Nashville
Pinnacle Financial Partners4.0★ (2)In Nashville
Platinum Point Financial5.0★ (22)In Nashville
Seven Arrows Financial Planning5.0★ (2)In Nashville
Tax Factory Nashville PLUS5.0★ (3)In Nashville
TIAA Financial Services3.0★ (2)In Nashville
Timothy McCleskey, Jr, FedUp Group, Federal Financial Benefit Counselor5.0★ (180)In Nashville
Truist Wealth1.7★ (3)In Nashville
Wealth Management Group5.0★ (28)In Nashville
Wells Fargo Advisors1.0★ (2)In Nashville
Wilmoth Financial5.0★ (6)In Nashville

How we ranked Nashville financial planners

We scored 129 Nashville 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 Nashville 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 Nashville: frequently asked questions

Which financial planner has the highest RFA Score in Nashville?

By RFA Score, the highest-ranked financial planner in Nashville, TN is Southeast Financial Credit Union with an RFA Score of 76/100. It has 4.7★ from 247 Google reviews. Collier Wealth Management Inc. (#2) and Adams Wealth Partners- Nashville Wealth Management (#3) follow. We ranked 129 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Nashville?

RankedFinancialAdvisors ranks 129 financial planners serving Nashville, TN. 25 of them are based in Nashville; 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 Nashville work on weekends?

20 of 129 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays is Prudential Financial - Justin Harnick, Financial Advisor (#18). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Nashville financial planners have?

The median Google rating among 129 rated financial planners in Nashville is 4.8★, with a median of 13 reviews. Ramsey Solutions has the most, 499 reviews, and ranks #10. 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 Nashville count in this ranking?

Yes, if they are within 25 mi of the Nashville 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 Nashville 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 Nashville 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 Nashville

  1. November 2026: RFA Scores recalculated for 129 financial planners serving Nashville.

More financial planners and Nashville pages