Alec Medlin
investgro · Brentwood, Tennessee
Alec Medlin is a fee-only financial advisor at investgro in Brentwood, Tennessee. Alec focuses on retirement planning, estate & legacy planning and tax planning. investgro reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Divorced individuals
Facts
| Firm | investgro |
|---|---|
| Based in | Brentwood, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $2.1M across 50 accounts |
| SEC registration | Investment adviser representative in TN · CRD 7186508 |
| Exams passed | Series 63 (2021) · Series 65 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | investgroadvisors.com |
| Profile |
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Questions about Alec
Is Alec Medlin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alec holds no broker registration, and investgro reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alec charge for financial advice?
Alec's firm, investgro, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alec Medlin based?
Alec Medlin is based in Brentwood, Tennessee.
What does Alec specialize in?
Alec's specialties include retirement planning, estate & legacy planning and tax planning. Alec works with retirees and divorced individuals.
Is Alec Medlin registered with the SEC?
Yes. Alec Medlin is registered as an investment adviser representative in TN (CRD 7186508), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does investgro manage?
investgro reports $2.1M across 50 accounts in assets under management.
How do I contact Alec Medlin?
Through Alec's website, investgroadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- investgro website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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