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Financial Advisors in Brentwood, TN — Free Estimates
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As of May 2026, RatingsNearMe ranks 16 financial advisors in Brentwood, TN by verified customer ratings and review volume. The highest-rated is Cadence Wealth Advisors with a 5.0-star rating from 27 verified reviews. Also in the top tier: Keystone Financial Resources LLC and Edward Jones - Financial Advisor: Mike Weed, CFP®|ChFC®|CPWA®|CEPA®|AAMS®|CRPC™|SE-AWMA®|CRPS™. The average rating across all listed financial advisors in Brentwood is 4.7 stars from 8 reviews per business on average.
Financial advisors in Brentwood typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
16
Businesses listed
4.7★
Avg rating
8
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Cadence Wealth Advisors
1616 Westgate Cir #230, Brentwood, TN 37027, USA
Keystone Financial Resources LLC
7112 Crossroads Blvd #101, Brentwood, TN 37027, USA
Edward Jones - Financial Advisor: Mike Weed, CFP®|ChFC®|CPWA®|CEPA®|AAMS®|CRPC™|SE-AWMA®|CRPS™
100 Westwood Pl Suite 420, Brentwood, TN 37027, USA
Financial Advisors Rankings in Brentwood, TN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Cadence Wealth Advisors1616 Westgate Cir #230, Brentwood, TN 37027, USA | 5.0★ | 27 |
| #2 | Keystone Financial Resources LLC7112 Crossroads Blvd #101, Brentwood, TN 37027, USA | 4.8★ | 36 |
| #3 | Edward Jones - Financial Advisor: Mike Weed, CFP®|ChFC®|CPWA®|CEPA®|AAMS®|CRPC™|SE-AWMA®|CRPS™100 Westwood Pl Suite 420, Brentwood, TN 37027, USA | 5.0★ | 17 |
| #4 | Southern Oak Wealth Group5205 Maryland Way Suite 320, Brentwood, TN 37027, USA | 5.0★ | 8 |
| #5 | Edelman Financial Engines12 Cadillac Dr Suite 450, Brentwood, TN 37027, USA | 5.0★ | 1 |
| #6 | Merrill Lynch Wealth Management201 Franklin Rd Suite 250, Brentwood, TN 37027, USA | 5.0★ | 2 |
| #7 | Caldwell Advisors, LLC5210 Maryland Way #202, Brentwood, TN 37027, USA | 5.0★ | 1 |
| #8 | Brentwood Capital Advisors LLC1600 West End Ave #1550, Nashville, TN 37203, USA | 5.0★ | 1 |
| #9 | Burney Wealth Management105 Westpark Dr Suite 370, Brentwood, TN 37027, USA | 5.0★ | 7 |
| #10 | Rooted Wealth Advisors9005 Overlook Blvd, Brentwood, TN 37027, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Brentwood
Southern Oak Wealth Group
5205 Maryland Way Suite 320, Brentwood, TN 37027, USA
Edelman Financial Engines
12 Cadillac Dr Suite 450, Brentwood, TN 37027, USA
Merrill Lynch Wealth Management
201 Franklin Rd Suite 250, Brentwood, TN 37027, USA
Caldwell Advisors, LLC
5210 Maryland Way #202, Brentwood, TN 37027, USA
Brentwood Capital Advisors LLC
1600 West End Ave #1550, Nashville, TN 37203, USA
Burney Wealth Management
105 Westpark Dr Suite 370, Brentwood, TN 37027, USA
Rooted Wealth Advisors
9005 Overlook Blvd, Brentwood, TN 37027, USA
Thoroughbred Financial Services
5110 Maryland Way # 300, Brentwood, TN 37027, USA
Wellness Financial Advisors
10 Cadillac Dr #300, Brentwood, TN 37027, USA
Luken Wealth Management
136 Frierson St, Brentwood, TN 37027, USA
Trajan Wealth
214 Overlook Cir Suite 200, Brentwood, TN 37027, USA
Lighthouse Planning
10 Cadillac Dr Suite 300, Brentwood, TN 37027, USA
Capital Wealth Advisors
112 Westwood Pl #160, Brentwood, TN 37027, USA
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Frequently Asked Questions — Financial Advisors in Brentwood
What is a fiduciary financial advisor and why does it matter in Brentwood?
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 Brentwood, 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 Brentwood?
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: May 17, 2026.
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