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Pricing Guide · Columbia

Financial Advisors Cost in Columbia, TN — 2026 Price Guide

What should you pay for financial advisors in Columbia? See real 2026 price ranges from local pros and get free quotes to compare.

As of May 2026, RatingsNearMe ranks 18 financial advisors in Columbia, TN by verified customer ratings and review volume. The highest-rated is Cornerstone Financial Management with a 5.0-star rating from 15 verified reviews. Also in the top tier: The Parker Group at Baird and Mutual Finance Inc. The average rating across all listed financial advisors in Columbia is 4.9 stars from 4 reviews per business on average.

Financial advisors in Columbia 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

18

Businesses listed

4.9★

Avg rating

4

Avg reviews

May 17, 2026

Last updated

Top Rated Financial Advisors

🥇

Cornerstone Financial Management

5.0(15 reviews)

2000 Center Point Rd, Columbia, SC 29210, USA

🥈

The Parker Group at Baird

5.0(14 reviews)

500 W 7th St, Columbia, TN 38401, USA

🥉

Mutual Finance Inc

5.0(5 reviews)

611 S James Campbell Blvd, Columbia, TN 38401, USA

Financial Advisors Rankings in Columbia, TN

#BusinessRatingReviews
#1Cornerstone Financial Management2000 Center Point Rd, Columbia, SC 29210, USA5.015
#2The Parker Group at Baird500 W 7th St, Columbia, TN 38401, USA5.014
#3Mutual Finance Inc611 S James Campbell Blvd, Columbia, TN 38401, USA5.05
#4Edward Jones - Financial Advisor: Dwaine Beck415 W 7th St, Columbia, TN 38401, USA5.01
#5Compass Capital Management813 S Garden St Suite B, Columbia, TN 38401, USA5.01
#6Bedwell Financial Services, Inc.1603-A Carmack Blvd, Columbia, TN 38401, USA5.01
#7Mark Meyer - Financial Advisor, Ameriprise Financial Services, LLC816 S Garden St, Columbia, TN 38401, USA
#8Edward Jones - Financial Advisor: Nicole Drejerwski, CFP®807 Nashville Hwy Suite 6, Columbia, TN 38401, USA5.01
#9Paul Winkler, Inc Columbia230 E James Campbell Blvd #105, Columbia, TN 38401, USA
#10Edward Jones - Financial Advisor: Brian S Sanderson710 N Garden St Suite 1, Columbia, TN 38401, USA5.02

Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026

All Financial Advisors in Columbia

4

Edward Jones - Financial Advisor: Dwaine Beck

5.0· 1 reviews

415 W 7th St, Columbia, TN 38401, USA

5

Compass Capital Management

5.0· 1 reviews

813 S Garden St Suite B, Columbia, TN 38401, USA

6

Bedwell Financial Services, Inc.

5.0· 1 reviews

1603-A Carmack Blvd, Columbia, TN 38401, USA

7

Mark Meyer - Financial Advisor, Ameriprise Financial Services, LLC

· 0 reviews

816 S Garden St, Columbia, TN 38401, USA

8

Edward Jones - Financial Advisor: Nicole Drejerwski, CFP®

5.0· 1 reviews

807 Nashville Hwy Suite 6, Columbia, TN 38401, USA

9

Paul Winkler, Inc Columbia

· 0 reviews

230 E James Campbell Blvd #105, Columbia, TN 38401, USA

10

Edward Jones - Financial Advisor: Brian S Sanderson

5.0· 2 reviews

710 N Garden St Suite 1, Columbia, TN 38401, USA

11

Bruce Gillen - Private Wealth Advisor, Ameriprise Financial Services, LLC

5.0· 1 reviews

22 Public Square Ste 1, Columbia, TN 38401, USA

12

Edward Jones - Financial Advisor: Charlie McDonald

· 0 reviews

1203 Hatcher Ln, Columbia, TN 38401, USA

13

Edward Jones - Financial Advisor: Kelly S Chris

· 0 reviews

2548 Nashville Hwy A, Columbia, TN 38401, USA

14

Caledonian Financial Inc

4.1· 9 reviews

708 N Main St, Columbia, TN 38401, USA

15

Highland Wealth Management

5.0· 1 reviews

1167 Trotwood Ave, Columbia, TN 38401, USA

16

Grace Financial Partners

5.0· 1 reviews

111 E 6th St, Columbia, TN 38401, USA

17

Edward Jones - Financial Advisor: Nick Beck, CFP®

5.0· 2 reviews

415 W 7th St, Columbia, TN 38401, USA

18

Glenn Campbell - Financial Advisor, Ameriprise Financial Services, LLC

5.0· 1 reviews

100 Blythewood Dr B, Columbia, TN 38401, USA

Data from Google Business listings
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Frequently Asked Questions — Financial Advisors in Columbia

What is a fiduciary financial advisor and why does it matter in Columbia?

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 Columbia, 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 Columbia?

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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About This Financial Advisors Directory — Columbia, TN

This page lists and ranks 18 financial advisors serving Columbia, TN as of May 2026. The average verified rating across all listings is 4.9 stars, with an average of 4 customer reviews per business. The top-ranked financial advisors in Columbia by our algorithm is Cornerstone Financial Management (5.0 stars, 15 reviews). Financial advisors in Columbia typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Columbia: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the TN licensing board before hiring.

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