Lin NormanLooking for someone to help you navigate through your financial goals? Hiring a financial advisor can be the most important decision you can make.
In Nashville’s robust economy, the right guidance can mean the difference between simply saving and truly building wealth.
So we rounded up the best financial advisors in Nashville to help you grow your wealth and secure your future!
What is the cost of hiring a financial advisor in Nashville?
The cost of hiring a financial advisor in Nashville significantly varies depending on your financial needs.
Many charge a flat fee, hourly rate, or a percentage of assets under management (AUM) – typically around 1% annually for AUM-based models. Flat annual fees can range from $2,000 – $7,500, while hourly rates range from $200 – $400.
1. Kraft Asset Management
Website: https://www.kraftasset.com/
Address: 555 Great Circle Rd, Nashville, TN 37228
Contact Details: [email protected] , 615-782-4286
Business hours:
- Monday – Friday, 8am – 5pm
| Scope of Services | 5/5 |
| Credentials | 5/5 |
| Professionalism | 5/5 |
| Client Satisfaction | 5/5 |
| Appointment & Scheduling | 5/5 |
| Rates | 5/5 |
If you’re looking for a seamless financial planning journey, Kraft Asset Management LLC in Nashville is an excellent choice.
As a registered investment advisor and affiliate of KraftCPAs, this firm offers a comprehensive suite of services. These include wealth management, retirement planning, tax strategies, and estate planning.
What sets them apart is its client-first philosophy. The team, led by seasoned professionals like Stephen High, CPA, PFS, JD, emphasizes evidence-based advice over sales-driven tactics.
An important thing to note is that advisors are salaried and do not earn commissions on investment products, ensuring unbiased guidance.
Kraft’s investment approach is grounded in academic research, utilizing passively managed asset class mutual funds and fixed income strategies.
It’s also good to know that clients benefit from access to institutional investment opportunities. In particular, these are provided by Dimensional Fund Advisors (DFA), which are typically unavailable to individual investors.
We also appreciate that it’s easy to schedule a meeting by calling them or visiting their website to book your appointment.
Although, just keep in mind that their investment management services require a minimum account balance of $1 million, which may be a barrier for some investors.
But overall, Kraft Assets Management stands out for its personalized, research-driven approach and commitment to client interests.
Customer Reviews
“Just class.”
– Vladimir Krilov, Google Reviews
2. Adams Wealth Partners
Website: https://davidadamsfinancialplanning.com/
Address: 2905 12th Ave S Ste 108, Nashville, TN 37204
Contact Details: 615-435-3644
Business hours:
- Monday – Friday, 8am – 5pm
| Scope of Services | 5/5 |
| Credentials | 5/5 |
| Professionalism | 5/5 |
| Client Satisfaction | 5/5 |
| Appointment & Scheduling | 5/5 |
| Rates | 4.9/5 |
What we like best about Adams Wealth Partners is that they treat clients like family, known for their personalized financial planning and commitment to client well-being.
Founded by David Adams, a CPA and CFP, the firm offers comprehensive services. These include retirement planning, investment management, tax strategies, estate planning, and more.
Notably, the firm was recognized as the 2025 FORBES Best-In-State Wealth Management Teams for the second consecutive year, which is pretty impressive.
Their trademarked philosophy, “Retire While You Work®,” emphasizes achieving financial freedom without sacrificing life’s pleasures. They aim to help clients find balance and purpose in their financial journeys.
It’s also good to know that they have a podcast about this philosophy which many clients may find helpful as they navigate through the financial planning process.
However, there are considerations to keep in mind. Firstly, they operate under a fee-based model, which may involve additional costs for certain services.
Secondly, while the firm is affiliated with Raymond James Financial Services, some clients might prefer advisors who are entirely independent of larger financial institutions.
That said, Adams Wealth Partners remains a solid choice if you’re searching for the best financial advisors in Nashville. Their professional expertise, combined with personalized service and accolades, make them a noteworthy choice.
Customer Reviews
I am so happy to have found David and his team! Their expertise is one of a kind, non intimidating, and always willing to go beyond. This office is so much more than wealth management, it’s comfort in your future. Love the work they’ve done, and I especially appreciate the additional stress management team, Jolene (a Labrador Retriever, therapy dog)!
– Kimberly Gerbers, Google Reviews
Been with them 14 years. Very happy with their service, attention to detail, and genuine customer concern.
– Janet Manookian, Google Reviews
3. Seven Arrows Financial Planning
Website: https://sevenarrowsplanning.stewardpartners.com/
Address: 555 Marriott Dr Suite 150, Nashville, TN 37214
Contact Details: [email protected] , 615-637-2070
Business hours:
- Monday – Friday, 9am – 5pm
| Scope of Services | 5/5 |
| Credentials | 5/5 |
| Professionalism | 5/5 |
| Client Satisfaction | 5/5 |
| Appointment & Scheduling | 5/5 |
| Rates | 4.9/5 |
The best thing about Seven Arrows Financial Planning is that they can simplify the complexities of financial planning by educating clients on all aspects of their journey.
Whether it’s retirement planning, investment strategies, or legacy planning, their team provides tailored guidance to help clients make informed decisions. Their educational approach aims to simplify financial matters, fostering clarity and confidence.
It’s great to hear that clients appreciate their commitment to personal attention and thoughtful advice as the firm focuses on proactive communication.
This means they offer regular performance reports, annual reviews, and educational webinars to keep clients informed and engaged.
It’s also good to know that they have many long-term clients, which solidifies their reputation further. What’s more, they also offer free consultations, so potential clients can get a feel of their approach and ask questions.
That said, it’s important to take note that the firm uses a fee-based model, which could mean extra charges for specific services.
And although the firm is affiliated with Steward Partners, some clients may prefer working with advisors who operate completely independently.
But all things considered, Seven Arrows Financial Planning stands out for its educational approach. Their dedication to helping individuals navigate their financial paths with confidence is something many might be looking for.
Customer Reviews
My husband and I have been working with Luke since 2009. Luke & Jennifer are the two advisors we work with & they always have time to answer all questions we have. I highly recommend this team of true professionals. Kudos Seven Arrows team!!
– Linda Jones, Google Reviews
Luke Aull and staff make you feel like family and they watch out for your investments and keep you informed. They are the best!!
– Cammy Morin, Google Reviews
4. Schadel Financial Group
Website: https://www.schadelfg.com/
Address: 10 Burton Hills Blvd Ste 400, Nashville, TN 37215
Contact Details: 615-922-6788
Business hours:
- Monday – Friday, 8am – 4:30pm
| Scope of Services | 4.9/5 |
| Credentials | 5/5 |
| Professionalism | 5/5 |
| Client Satisfaction | 5/5 |
| Appointment & Scheduling | 4.9/5 |
| Rates | 4.9/5 |
Working with Schadel Financial Group is essentially like working with a trusted partner. They’re known for their personalized approach and deep commitment to client success.
This boutique firm offers comprehensive financial planning, investment management, insurance review, and retirement strategies tailored to each client’s unique goals.
It’s good to know that their team emphasizes transparency, long-term relationships, and a fiduciary standard, ensuring that clients’ best interests are always the top priority.
It’s also great to hear consistent praise from clients for Schadel’s attentive service and clear communication. Many highlight the firm’s ability to simplify complex financial topics, making them accessible and actionable.
We also appreciate that their website has educational resources on retirement, investment, insurance, and more, that are accessible to clients and future clients.
But keep in mind that while being a boutique firm has its advantages, they might have limited access to certain proprietary financial services that larger institutions offer.
Additionally, their business hours are a tad shorter than most firms, which might limit the flexibility of scheduling appointments.
Still, we recommend Schadel Financial Group especially for those seeking a personal, client-centered experience. Their commitment to building lasting relationships along with tailored financial solutions makes them a strong choice for individuals and families.
Customer Reviews
I have total trust in David to handle my financial affairs. He communicates with me regularly and is always extremely professional and courteous. He gets a 5-star recommendation from me.
– Tanya Wilder, Google Reviews
I highly recommend the Schadel Financial Group. They are reliable, honest, and super insightful.
– JR Nieman, Google Reviews
5. Platinum Point Financial
Website: https://platinumpointfin.com/
Address: 209 10th Ave S Ste 560, Nashville, TN 37203
Contact Details: [email protected] , 301-310-5721
Business hours:
- Monday – Friday, 9am – 5pm
| Scope of Services | 4.9/5 |
| Credentials | 5/5 |
| Professionalism | 5/5 |
| Client Satisfaction | 5/5 |
| Appointment & Scheduling | 5/5 |
| Rates | 4.8/5 |
Platinum Point Financial made it to our list of the best financial advisors in Nashville mainly because of their comprehensive approach to wealth management.
With a team of seasoned professionals, the firm offers tailored financial strategies that align with clients’ unique goals and risk tolerances.
Their comprehensive services encompass retirement planning, investment management, and estate planning, ensuring a holistic approach to financial well-being.
Clients often commend the firm for their transparency and dedication to fostering long-term relationships. Their emphasis on clear communication and regular portfolio reviews instills confidence and trust among its clientele.
Additionally, their user-friendly online platform provides clients with easy access to account information and financial resources, enhancing the overall client experience.
However, there are a couple of areas that clients may find discouraging. Firstly, some clients have noted that the firm’s fee structure can be on the higher side compared to other local advisors, which might be a consideration for cost-conscious investors.
Secondly, it seems that they only cater to a limited clientele such as attorneys, business owners, and employees with stock options.
But they do offer free online consultations that provide you an opportunity to discuss your specific situation and determine if their services align with your financial goals.
Customer Reviews
A truly professional fiduciary, I highly recommend Charles and Platinum Point Financial! He takes his time getting to know you and what your needs and wants are.
Charles has your best interests at heart and will help you build for your financial future or whatever your goals may be short term or long. Give him a call today and get your finances on-track.
– Rick Burguieres, Google Reviews
Charlie and his team have been proactive throughout the entire process. They have saved us time and organized our finances.
– Emelia S., Google Reviews
