4.5+ Stars · Hendersonville
Highly Rated Financial Advisors in Hendersonville, TN
Only the best make this list. These financial advisors in Hendersonville have earned 4.5+ star ratings from real customers — consistently.
As of June 2026, RatingsNearMe ranks 19 financial advisors in Hendersonville, TN by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Wood Financial Group with a 4.9-star rating from 146 Google reviews and an RNM Score of 84/100. Also in the top tier: Chad Richards, Partner - Rock Castle Wealth Advisors and Eric Berner, Partner - Rock Castle Wealth Advisors. The average rating across all listed financial advisors in Hendersonville is 4.7 stars from 28 reviews per business on average.
Financial advisors in Hendersonville 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.
Hendersonville, Tennessee is home to a variety of financial advisors who offer personalized investment management, retirement planning, and other wealth management services. Consumers in the area should research local advisors' credentials, services, and client reviews when searching for a financial professional to work with.
- ✓Hendersonville has a range of financial advisor firms and individual advisors to choose from
- ✓Local advisors offer services like investment management, retirement planning, and wealth management
- ✓Consumers should research advisors' credentials, services, and client reviews when selecting a financial professional
Best Overall
Edward Jones - Financial Advisor: Clint Ruth, AAMS®
Clint Ruth's AAMS® certification and top-ranked status make him a standout choice for comprehensive financial planning in Hendersonville.
Most Reviewed
Edward Jones - Financial Advisor: Clint Ruth, AAMS®
A high number of reviews indicates broad client experience and trust, helping you gauge service consistency.
When choosing a financial advisor in Hendersonville, verify their credentials and fee structure, and consider meeting with multiple advisors to find the best fit for your goals.
How to Choose a Financial Advisor in Hendersonville
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) credentials
- • Experience working with clients in the Hendersonville, TN area
- • Fiduciary duty to act in your best interest
- • Fee-only compensation structure (no commissions)
Questions to ask
- • What is your investment philosophy and approach?
- • How do you determine the appropriate asset allocation for my goals and risk tolerance?
- • Can you provide references from other Hendersonville, TN clients?
Red flags
- ⚠ Overly complex or high-fee investment products
- ⚠ Lack of transparency around fees and costs
- ⚠ Pressure to make quick decisions or invest in proprietary products
In Tennessee, financial advisors must be registered with the state and hold appropriate licenses, such as a Series 65 or Series 66 license. It's important to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
19
Businesses listed
4.7★
Avg rating
28
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of local clients, with an exceptional 4.9-star average rating.
181 E Main St #7, Hendersonville, TN 37075, USAConsistently rated 5.0 stars from over 30 Google reviews.
100 Bluegrass Commons Blvd Suite 2100, Hendersonville, TN 37075, USAConsistently earns 5.0 stars from 31 Google reviews in Hendersonville.
100 Bluegrass Commons Blvd Suite 2100, Hendersonville, TN 37075, USAFinancial Advisors Rankings in Hendersonville, TN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Wood Financial Group181 E Main St #7, Hendersonville, TN 37075, USA | 4.9★ | 146 |
| #2 | Chad Richards, Partner - Rock Castle Wealth Advisors100 Bluegrass Commons Blvd Suite 2100, Hendersonville, TN 37075, USA | 5.0★ | 31 |
| #3 | Eric Berner, Partner - Rock Castle Wealth Advisors100 Bluegrass Commons Blvd Suite 2100, Hendersonville, TN 37075, USA | 5.0★ | 31 |
| #4 | ElderLife Financial100 Bluegrass Commons Blvd Bldg 1, Ste 120, Hendersonville, TN 37075, USA | 4.6★ | 162 |
| #5 | Estate Planning Enterprises260 W Main St, Hendersonville, TN 37075, USA | 4.4★ | 13 |
| #6 | Clearview Financial Group129 Walton Ferry Rd, Hendersonville, TN 37075, USA | 4.8★ | 4 |
| #7 | Edward Jones - Financial Advisor: Stephen J Williams, CIMA®|CEPA®|ABFP®|AAMS®|CRPC™|CRPS™174 Saundersville Rd #402, Hendersonville, TN 37075, USA | 3.0★ | 4 |
| #8 | Edward Jones - Financial Advisor: Jerry Conner203 N Anderson Ln Suite 101, Hendersonville, TN 37075, USA | 3.0★ | 2 |
| #9 | Shankland Financial Advisors, LLC318 N Main St Suite 12, Hendersonville, NC 28792, USA | 5.0★ | 1 |
| #10 | Edward Jones - Financial Advisor: Ben Brazier, AAMS®|CRPC™100 Bluegrass Commons Blvd Suite 320, Hendersonville, TN 37075, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Hendersonville
Trusted by hundreds of clients, this Hendersonville advisor holds a strong 4.6-star rating.
100 Bluegrass Commons Blvd Bldg 1, Ste 120, Hendersonville, TN 37075, USA
Consistently rated 4.4 stars from a small number of local client reviews.
260 W Main St, Hendersonville, TN 37075, USA
Rated 4.8 stars from four reviews, this Hendersonville advisor is highly regarded locally.
129 Walton Ferry Rd, Hendersonville, TN 37075, USA
4 Google reviews give this advisor a 3.0-star average rating.
174 Saundersville Rd #402, Hendersonville, TN 37075, USA
Holds a 3.0-star rating based on two Google reviews.
203 N Anderson Ln Suite 101, Hendersonville, TN 37075, USA
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
318 N Main St Suite 12, Hendersonville, NC 28792, USA
Exceptional 5.0-star rating from a small number of Google reviews.
100 Bluegrass Commons Blvd Suite 320, Hendersonville, TN 37075, USA
A trusted financial advisor in Hendersonville, TN, with no online reviews yet.
100 Bluegrass Commons Blvd Suite 320, Hendersonville, TN 37075, USA
Rated 5.0 stars from 67 Google reviews, this Hendersonville advisor is highly trusted.
102 Hazel Path # 2, Hendersonville, TN 37075, USA
5.0 stars from 1 review, reflecting exceptional client satisfaction.
1303 5th Ave W B, Hendersonville, NC 28739, USA
Rated 5.0 stars from one Google review, reflecting exceptional early client satisfaction.
100 Bluegrass Commons Blvd Suite 320, Hendersonville, TN 37075, USA
Trusted by clients for exceptional 5.0-star service based on 9 Google reviews.
132 Maple Row Blvd Ste. 440, Hendersonville, TN 37075, USA
Exceptional 5.0-star rating from 2 Google reviews in Hendersonville.
100 Bluegrass Commons Blvd Suite 320, Hendersonville, TN 37075, USA
Exceptionally rated with a perfect 5.0 score from a handful of Google reviews.
125 Goodview Way Ste 140, Gallatin, TN 37066, USA
Earned a perfect 5.0-star rating from over a dozen local client reviews.
1529 Hunt Club Blvd Ste. 100, Gallatin, TN 37066, USA
Exceptional 5.0-star rating from four local Google reviews.
100 Bluegrass Commons Blvd Suite 320, Hendersonville, TN 37075, USA
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Financial Advisors in Hendersonville, TN — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Wood Financial Group | 84/100 | 4.9 ★ | 146 |
| 2 | Chad Richards, Partner - Rock Castle Wealth Advisors | 89/100 | 5.0 ★ | 31 |
| 3 | Eric Berner, Partner - Rock Castle Wealth Advisors | 89/100 | 5.0 ★ | 31 |
| 4 | ElderLife Financial | 79/100 | 4.6 ★ | 162 |
| 5 | Estate Planning Enterprises | 62/100 | 4.4 ★ | 13 |
| 6 | Clearview Financial Group | 64/100 | 4.8 ★ | 4 |
| 7 | Edward Jones - Financial Advisor: Stephen J Williams, CIMA®|CEPA®|ABFP®|AAMS®|CRPC™|CRPS™ | 33/100 | 3.0 ★ | 4 |
| 8 | Edward Jones - Financial Advisor: Jerry Conner | 30/100 | 3.0 ★ | 2 |
| 9 | Shankland Financial Advisors, LLC | 62/100 | 5.0 ★ | 1 |
| 10 | Edward Jones - Financial Advisor: Ben Brazier, AAMS®|CRPC™ | 62/100 | 5.0 ★ | 1 |
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 Hendersonville
What is a fiduciary financial advisor and why does it matter in Hendersonville?
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 Hendersonville, 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 Hendersonville?
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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