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Affordable Financial Advisors in Nashville, TN
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As of May 2026, RatingsNearMe ranks 20 financial advisors in Nashville, TN by verified customer ratings and review volume. The highest-rated is Summit Wealth Group with a 5.0-star rating from 5 verified reviews. Also in the top tier: Collier Wealth Management Inc. and Adams Wealth Partners- Nashville Wealth Management. The average rating across all listed financial advisors in Nashville is 5 stars from 15 reviews per business on average.
Financial advisors in Nashville 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
20
Businesses listed
5★
Avg rating
15
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Summit Wealth Group
256 Seaboard Ln Suite, C101, Franklin, TN 37067, USA
Collier Wealth Management Inc.
323 W Main St, Hendersonville, TN 37075, USA
Adams Wealth Partners- Nashville Wealth Management
2905 12th Ave S Ste 108, Nashville, TN 37204, USA
Financial Advisors Rankings in Nashville, TN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Summit Wealth Group256 Seaboard Ln Suite, C101, Franklin, TN 37067, USA | 5.0★ | 5 |
| #2 | Collier Wealth Management Inc.323 W Main St, Hendersonville, TN 37075, USA | 5.0★ | 168 |
| #3 | Adams Wealth Partners- Nashville Wealth Management2905 12th Ave S Ste 108, Nashville, TN 37204, USA | 5.0★ | 30 |
| #4 | Blue Trust | Nashville Financial Advisors1000 Health Park Dr #400, Brentwood, TN 37027, USA | 5.0★ | 3 |
| #5 | Afton Advisors9005 Overlook Blvd, Brentwood, TN 37027, USA | 5.0★ | 8 |
| #6 | Oasis Wealth Planning Advisors, LLC600 12th Ave S UNIT 803, Nashville, TN 37203, USA | 4.7★ | 3 |
| #7 | Tristate Financial Advisors1102 Kermit Dr Ste 200, Nashville, TN 37217, USA | 5.0★ | 2 |
| #8 | Wealth Management Group237 Old Hickory Blvd #100, Nashville, TN 37221, USA | 5.0★ | 14 |
| #9 | Bernstein Private Wealth Management501 Commerce St, Nashville, TN 37203, USA | 5.0★ | 1 |
| #10 | Allgood Financial5313 Anchorage Dr, Nashville, TN 37220, USA | 5.0★ | 12 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Nashville
Blue Trust | Nashville Financial Advisors
1000 Health Park Dr #400, Brentwood, TN 37027, USA
Afton Advisors
9005 Overlook Blvd, Brentwood, TN 37027, USA
Oasis Wealth Planning Advisors, LLC
600 12th Ave S UNIT 803, Nashville, TN 37203, USA
Tristate Financial Advisors
1102 Kermit Dr Ste 200, Nashville, TN 37217, USA
Wealth Management Group
237 Old Hickory Blvd #100, Nashville, TN 37221, USA
Bernstein Private Wealth Management
501 Commerce St, Nashville, TN 37203, USA
Allgood Financial
5313 Anchorage Dr, Nashville, TN 37220, USA
Applied Capital - Nashville
40 Music Square E, Nashville, TN 37203, USA
Infinitus Wealth Management
55 Music Square E Suite B, Nashville, TN 37203, USA
Edward Jones - Financial Advisor: Rick Garner, ChFC®|SE-AWMA®
25 Century Blvd #607, Nashville, TN 37214, USA
Menzie & Associates
5601 Country Dr suite 212, Nashville, TN 37211, USA
Seven Arrows Financial Planning
555 Marriott Dr Suite 150, Nashville, TN 37214, USA
Everett Wealth Management - Nashville
2931 Berry Hill Dr #100, Berry Hill, TN 37204, USA
Seven Springs Wealth Group, LLC
340 Seven Springs Way Ste 710, Brentwood, TN 37027, USA
EP Wealth Advisors
3835 Cleghorn Ave #250, Nashville, TN 37215, USA
Morgan Stanley Financial Advisors
3102 West End Ave Ste 200, Nashville, TN 37203, USA
Platinum Point Financial
209 10th Ave S Ste 560, Nashville, TN 37203, USA
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Frequently Asked Questions — Financial Advisors in Nashville
What is a fiduciary financial advisor and why does it matter in Nashville?
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 Nashville, 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 Nashville?
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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