4.5+ Stars · Gallatin
Highly Rated Financial Advisors in Gallatin, TN
Only the best make this list. These financial advisors in Gallatin have earned 4.5+ star ratings from real customers — consistently.
As of June 2026, RatingsNearMe ranks 12 financial advisors in Gallatin, TN by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Paul Winkler, Inc. Goodlettsville with a 4.8-star rating from 19 Google reviews and an RNM Score of 83/100. Also in the top tier: Edward Jones - Financial Advisor: Rosa Berger and Edward Jones - Financial Advisor: Linda Murphy, CFP®|ChFC®|CLU®|CRPS™. The average rating across all listed financial advisors in Gallatin is 4.8 stars from 6 reviews per business on average.
Financial advisors in Gallatin 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.
Gallatin, Tennessee is home to a variety of financial advisors who provide investment management, retirement planning, and other wealth management services to local residents. When searching for a financial advisor in Gallatin, consumers should consider factors like qualifications, services offered, and client reviews.
- ✓Gallatin has several Edward Jones financial advisor offices, as well as independent firms like Paul Winkler, Inc.
- ✓Financial advisors in Gallatin offer services such as investment management, retirement planning, and tax planning.
- ✓Consumers should research an advisor's qualifications, services, and client reviews when choosing a financial advisor in Gallatin.
Best Overall
Edward Jones - Financial Advisor: John E Hannum
John E Hannum consistently ranks as a top financial advisor in Gallatin, TN, reflecting strong client satisfaction and expertise.
Most Reviewed
Edward Jones - Financial Advisor: Linda Murphy, CFP®|ChFC®|CLU®|CRPS™
A high number of reviews indicates a proven track record of client trust and successful financial guidance.
When choosing a financial advisor in Gallatin, consider their credentials, client reviews, and whether they offer a personalized approach. It's advisable to interview multiple advisors to find one that aligns with your financial goals and communication style.
How to Choose a Financial Advisor in Gallatin
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credentials
- • Experience working with clients in the Gallatin, TN area
- • Fee-only compensation structure rather than commission-based
- • Fiduciary duty to act in your best interest
Questions to ask
- • What is your educational and professional background?
- • How long have you been advising clients in Gallatin, TN?
- • How are you compensated, and do you have any conflicts of interest?
Red flags
- ⚠ Unwillingness to provide clear information about fees and compensation
- ⚠ Lack of transparency about disciplinary actions or customer complaints
- ⚠ Aggressive sales tactics or pressure to make quick decisions
In Tennessee, financial advisors must be registered with the Tennessee Department of Commerce and Insurance and hold appropriate licenses, such as a securities license or insurance license, depending on the services they provide.
Local Market Snapshot
12
Businesses listed
4.8★
Avg rating
6
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Gallatin financial advisor with a 4.8-star rating from 19 client reviews.
3050 Business Park Cir #503, Goodlettsville, TN 37072, USAFinancial Advisors Rankings in Gallatin, TN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Paul Winkler, Inc. Goodlettsville3050 Business Park Cir #503, Goodlettsville, TN 37072, USA | 4.8★ | 19 |
| #2 | Edward Jones - Financial Advisor: Rosa Berger125 Goodview Way Ste 140, Gallatin, TN 37066, USA | 5.0★ | 4 |
| #3 | Edward Jones - Financial Advisor: Linda Murphy, CFP®|ChFC®|CLU®|CRPS™600 Commons Dr #100, Gallatin, TN 37066, USA | 5.0★ | 3 |
| #4 | Edward Jones - Financial Advisor: Kelly Welker125 Goodview Way Ste 140, Gallatin, TN 37066, USA | — | — |
| #5 | Mercer Advisors - Gallatin607 Commons Dr, Gallatin, TN 37066, USA | — | — |
| #6 | Edward Jones - Financial Advisor: Evan R Muldoon125 Goodview Way Suite 140, Gallatin, TN 37066, USA | — | — |
| #7 | Edward Jones - Financial Advisor: John E Hannum210 Baber Pk Dr W Ste 110, Gallatin, TN 37066, USA | 5.0★ | 2 |
| #8 | Atlas Financial Management1531 Hunt Club Blvd #310, Gallatin, TN 37066, USA | — | — |
| #9 | Michael Waggoner - Regions Financial Advisor285 E Main St, Gallatin, TN 37066, USA | — | — |
| #10 | Village Private Wealth1045 Greensboro Dr Suite 110, Gallatin, TN 37066, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Gallatin
125 Goodview Way Ste 140, Gallatin, TN 37066, USA
607 Commons Dr, Gallatin, TN 37066, USA
125 Goodview Way Suite 140, Gallatin, TN 37066, USA
210 Baber Pk Dr W Ste 110, Gallatin, TN 37066, USA
1531 Hunt Club Blvd #310, Gallatin, TN 37066, USA
285 E Main St, Gallatin, TN 37066, USA
1045 Greensboro Dr Suite 110, Gallatin, TN 37066, USA
125 Goodview Way Ste 140, Gallatin, TN 37066, USA
210 Baber Pk Dr W Ste 110, Gallatin, TN 37066, USA
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Financial Advisors in Gallatin, TN — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Paul Winkler, Inc. Goodlettsville | 83/100 | 4.8 ★ | 19 |
| 2 | Edward Jones - Financial Advisor: Rosa Berger | 70/100 | 5.0 ★ | 4 |
| 3 | Edward Jones - Financial Advisor: Linda Murphy, CFP®|ChFC®|CLU®|CRPS™ | 69/100 | 5.0 ★ | 3 |
| 4 | Edward Jones - Financial Advisor: Kelly Welker | 7/100 | — | 0 |
| 5 | Mercer Advisors - Gallatin | 15/100 | — | 0 |
| 6 | Edward Jones - Financial Advisor: Evan R Muldoon | 7/100 | — | 0 |
| 7 | Edward Jones - Financial Advisor: John E Hannum | 68/100 | 5.0 ★ | 2 |
| 8 | Atlas Financial Management | 15/100 | — | 0 |
| 9 | Michael Waggoner - Regions Financial Advisor | 15/100 | — | 0 |
| 10 | Village Private Wealth | 15/100 | — | 0 |
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 Gallatin
What is a fiduciary financial advisor and why does it matter in Gallatin?
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 Gallatin, 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 Gallatin?
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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