Highest Rated · Bartlett
Top-Rated Financial Advisors in Bartlett, TN
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of June 2026, RatingsNearMe ranks 17 financial advisors in Bartlett, TN by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is World Finance with a 5.0-star rating from 335 Google reviews and an RNM Score of 100/100. Also in the top tier: Volner Financial Group, Inc. and OneMain Financial. The average rating across all listed financial advisors in Bartlett is 4.8 stars from 49 reviews per business on average.
Financial advisors in Bartlett typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Bartlett, TN is home to a variety of financial advisor services, including tax preparation, investment management, and personal finance guidance. Consumers in the area can find advisors that specialize in retirement planning, wealth management, and other financial services.
- ✓Bartlett has both national financial firms and local independent advisors
- ✓Financial advisors in Bartlett can assist with tax preparation, investment management, and retirement planning
- ✓Consumers should research an advisor's credentials, services, and fees when selecting a financial advisor in Bartlett
Best Overall
Psalms Up Tax Service
Psalms Up Tax Service stands out as the top-ranked financial advisor in Bartlett due to its strong reputation for personalized tax and financial guidance.
Most Reviewed
OneMain Financial
A high review count indicates broad customer experience and can help you gauge service consistency and trustworthiness.
When choosing a financial advisor in Bartlett, consider your specific needs—whether tax preparation, investment planning, or insurance—and verify each firm's expertise and licensing. Reading recent reviews can also provide insight into client satisfaction and service quality.
How to Choose a Financial Advisor in Bartlett
What to look for
- • Certified Financial Planner (CFP) or other relevant professional certifications
- • Experience working with clients in the Bartlett, TN area
- • Fiduciary duty to act in your best interest
- • Fee-only or fee-based compensation structure
Questions to ask
- • What is your investment philosophy and approach?
- • How do you determine the appropriate investment strategy for my goals and risk tolerance?
- • Can you provide references from other Bartlett, TN clients?
Red flags
- ⚠ Overly complex or high-fee investment products
- ⚠ Lack of transparency around fees and commissions
- ⚠ Unwillingness to provide a written financial plan
In Tennessee, financial advisors must be licensed as investment adviser representatives and/or hold appropriate securities licenses. Be sure to verify the advisor's credentials and licensing status.
Local Market Snapshot
17
Businesses listed
4.8★
Avg rating
49
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of clients, earning a perfect 5.0-star rating from 335 reviews.
6824 Stage Rd, Bartlett, TN 38134, USARated 4.9 stars from 54 Google reviews, this trusted local advisor serves Bartlett.
2854 Stage Center Dr, Bartlett, TN 38134, USATrusted by clients, this Bartlett financial advisor holds a strong 4.7-star rating from 37 reviews.
6045 Stage Rd Ste 62, Bartlett, TN 38134, USAFinancial Advisors Rankings in Bartlett, TN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | World Finance6824 Stage Rd, Bartlett, TN 38134, USA | 5.0★ | 335 |
| #2 | Volner Financial Group, Inc.2854 Stage Center Dr, Bartlett, TN 38134, USA | 4.9★ | 54 |
| #3 | OneMain Financial6045 Stage Rd Ste 62, Bartlett, TN 38134, USA | 4.7★ | 37 |
| #4 | Brandon Financial Planning Inc5101 Wheelis Dr # 112, Memphis, TN 38117, USA | 5.0★ | 1 |
| #5 | Edward Jones - Financial Advisor: John L Keller, CFP®2868 Summer Oaks Dr Ste 110, Bartlett, TN 38134, USA | — | — |
| #6 | Greer Financial Services and Insurance3173 Kirby Whitten Rd Suite 203b, Bartlett, TN 38134, USA | 5.0★ | 36 |
| #7 | Pinnacle Financial Partners3070 Kirby Whitten Rd, Bartlett, TN 38134, USA | 3.9★ | 19 |
| #8 | Psalms Up Tax Service1464 Bartlett Rd, Memphis, TN 38134, USA | 5.0★ | 4 |
| #9 | Prime Capital Financial6000 Poplar Ave Ste 250, Memphis, TN 38119, USA | — | — |
| #10 | Edward Jones - Financial Advisor: Randy Lillard7980 N Brother Blvd Suite 103, Bartlett, TN 38133, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Bartlett
Trusted by clients for outstanding 5.0-star service with a handful of reviews.
5101 Wheelis Dr # 112, Memphis, TN 38117, USA
Bartlett financial advisor with no online ratings yet, from zero Google reviews.
2868 Summer Oaks Dr Ste 110, Bartlett, TN 38134, USA
Top-rated financial advisor in Bartlett with 36 perfect 5-star reviews.
3173 Kirby Whitten Rd Suite 203b, Bartlett, TN 38134, USA
3.9 stars from 19 reviews, offering a mixed but generally positive reputation.
3070 Kirby Whitten Rd, Bartlett, TN 38134, USA
Consistently earns perfect 5.0-star ratings from its early Google reviews.
1464 Bartlett Rd, Memphis, TN 38134, USA
A Bartlett financial advisor with no customer reviews yet.
6000 Poplar Ave Ste 250, Memphis, TN 38119, USA
Boasting a perfect 5.0-star rating from multiple clients in Bartlett.
7980 N Brother Blvd Suite 103, Bartlett, TN 38133, USA
A new financial advisor in Bartlett, TN, with no customer reviews yet.
9449 Poplar Ave, Germantown, TN 38138, USA
New to Google reviews, this Bartlett financial advisor has no customer ratings yet.
618 Oakleaf Office Ln #300, Memphis, TN 38117, USA
Consistently earns perfect 5.0-star ratings from its clients in Bartlett.
1052 Brookfield Rd, Memphis, TN 38119, USA
Rated 5.0 stars by clients, based on a handful of Google reviews.
1715 Aaron Brenner Dr #218, Memphis, TN 38120, USA
This financial advisor in Bartlett has no customer reviews yet.
7953 Stage Hills Blvd #106, Bartlett, TN 38133, USA
This business currently has no customer reviews or ratings available.
6255 E Stage Plaza, Memphis, TN 38134, USA
Financial advisor in Bartlett with no customer reviews yet.
6231 Stage Rd, Bartlett, TN 38134, USA
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Financial Advisors in Bartlett, TN — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | World Finance | 100/100 | 5.0 ★ | 335 |
| 2 | Volner Financial Group, Inc. | 90/100 | 4.9 ★ | 54 |
| 3 | OneMain Financial | 85/100 | 4.7 ★ | 37 |
| 4 | Brandon Financial Planning Inc | 74/100 | 5.0 ★ | 1 |
| 5 | Edward Jones - Financial Advisor: John L Keller, CFP® | 7/100 | — | 0 |
| 6 | Greer Financial Services and Insurance | 81/100 | 5.0 ★ | 36 |
| 7 | Pinnacle Financial Partners | 68/100 | 3.9 ★ | 19 |
| 8 | Psalms Up Tax Service | 70/100 | 5.0 ★ | 4 |
| 9 | Prime Capital Financial | 15/100 | — | 0 |
| 10 | Edward Jones - Financial Advisor: Randy Lillard | 68/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Bartlett
What is a fiduciary financial advisor and why does it matter in Bartlett?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Bartlett, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Bartlett?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 10, 2026.
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