Verified · Spring Hill
Trusted Financial Advisors in Spring Hill, TN
Trust matters when you're inviting a pro into your home or business. These financial advisors in Spring Hill have earned it through hundreds of verified reviews.
As of June 2026, RatingsNearMe ranks 13 financial advisors in Spring Hill, TN by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Jeremy Holderfield - COUNTRY Financial Agent with a 5.0-star rating from 72 Google reviews and an RNM Score of 93/100. Also in the top tier: Dougherty Investment Advisors and Joe Easley - COUNTRY Financial Representative. The average rating across all listed financial advisors in Spring Hill is 4.5 stars from 24 reviews per business on average.
Financial advisors in Spring Hill typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Spring Hill, Tennessee is home to a variety of financial advisor services, including investment management, retirement planning, and personal finance guidance. Consumers should research local advisors' qualifications, services, and fees when searching for a financial advisor in the Spring Hill area.
- ✓Wide range of financial advisor services available in Spring Hill, TN
- ✓Consumers should research advisor qualifications and fees when selecting a local financial advisor
- ✓Financial planning, investment management, and retirement planning are common services offered
How to Choose a Financial Advisor in Spring Hill
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credentials
- • Experience working with clients in the Spring Hill, TN area
- • A fee-only compensation structure rather than commission-based
- • A fiduciary duty to act in your best interests
Questions to ask
- • What is your educational and professional background?
- • How long have you been advising clients in Spring Hill?
- • How do you get paid, and what are your fees?
- • How will you tailor your services to my specific financial goals?
Red flags
- ⚠ Pressure to buy certain financial products
- ⚠ Lack of transparency around fees and compensation
- ⚠ Unwillingness to provide references or client testimonials
In Tennessee, financial advisors must be registered with the state and hold appropriate licenses, such as a securities license or insurance license. It's important to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
13
Businesses listed
4.5★
Avg rating
24
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
Financial Advisors Rankings in Spring Hill, TN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Jeremy Holderfield - COUNTRY Financial Agent2001 Campbell Station Pkwy a3, Spring Hill, TN 37174, USA | 5.0★ | 72 |
| #2 | Dougherty Investment Advisors4048 Deltona Blvd, Spring Hill, FL 34606, USA | 5.0★ | 57 |
| #3 | Joe Easley - COUNTRY Financial Representative2001 Campbell Station Pkwy a3, Spring Hill, TN 37174, USA | 4.7★ | 30 |
| #4 | Smith Complete Wealth- Les Smith220 Town Center Pkwy # 204, Spring Hill, TN 37174, USA | 5.0★ | 1 |
| #5 | Granite Oak Private Wealth840 Crescent Centre Dr #600, Franklin, TN 37067, USA | — | — |
| #6 | HighPoint Planning Partners6007 Sanmar Dr, Spring Hill, TN 37174, USA | — | — |
| #7 | Edward Jones - Financial Advisor: Will Tenpenny, AAMS®2023 Wall St Suite 4, Spring Hill, TN 37174, USA | 5.0★ | 3 |
| #8 | Harvard Grace Capital Corporation220 Town Center Pkwy Suite 100, Spring Hill, TN 37174, USA | — | — |
| #9 | Lendmark Financial Services LLC1011 Crossings Blvd, Spring Hill, TN 37174, USA | 3.7★ | 12 |
| #10 | Equitable Advisors6840 Carothers Pkwy # 100, Franklin, TN 37067, USA | 3.4★ | 5 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Spring Hill
220 Town Center Pkwy # 204, Spring Hill, TN 37174, USA
840 Crescent Centre Dr #600, Franklin, TN 37067, USA
6007 Sanmar Dr, Spring Hill, TN 37174, USA
2023 Wall St Suite 4, Spring Hill, TN 37174, USA
220 Town Center Pkwy Suite 100, Spring Hill, TN 37174, USA
1011 Crossings Blvd, Spring Hill, TN 37174, USA
6840 Carothers Pkwy # 100, Franklin, TN 37067, USA
2023 Wall St Suite 4, Spring Hill, TN 37174, USA
2001 Campbell Station Pkwy, Spring Hill, TN 37174, USA
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Financial Advisors in Spring Hill, TN — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Jeremy Holderfield - COUNTRY Financial Agent | 93/100 | 5.0 ★ | 72 |
| 2 | Dougherty Investment Advisors | 92/100 | 5.0 ★ | 57 |
| 3 | Joe Easley - COUNTRY Financial Representative | 84/100 | 4.7 ★ | 30 |
| 4 | Smith Complete Wealth- Les Smith | 74/100 | 5.0 ★ | 1 |
| 5 | Granite Oak Private Wealth | 15/100 | — | 0 |
| 6 | HighPoint Planning Partners | 7/100 | — | 0 |
| 7 | Edward Jones - Financial Advisor: Will Tenpenny, AAMS® | 69/100 | 5.0 ★ | 3 |
| 8 | Harvard Grace Capital Corporation | 15/100 | — | 0 |
| 9 | Lendmark Financial Services LLC | 62/100 | 3.7 ★ | 12 |
| 10 | Equitable Advisors | 53/100 | 3.4 ★ | 5 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
Frequently Asked Questions — Financial Advisors in Spring Hill
What is a fiduciary financial advisor and why does it matter in Spring Hill?
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 Spring Hill, 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 Spring Hill?
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 9, 2026.
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