# Brian Kopinski

> Brian Kopinski is a fee-only financial advisor at Woodmont Investment Counsel in Nashville, Tennessee, who holds the CFA credential. Brian focuses on estate & legacy planning, tax planning and family wealth transfer. Woodmont Investment Counsel reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/brian-kopinski/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Woodmont Investment Counsel
- **Based in:** Nashville, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $2.01B across 1,469 accounts
- **Credentials:** CFA
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer, Small business owners
- **Works with:** Ultra high net worth, Multi-generational families
- **CRD:** 7419624 (https://adviserinfo.sec.gov/individual/summary/7419624)
- **SEC registration:** Investment adviser representative in TN
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** http://www.woodmontcounsel.com

## Frequently asked questions

### Is Brian Kopinski a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Woodmont Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brian charge for financial advice?

Brian's firm, Woodmont Investment Counsel, reports charging a percentage of assets on its SEC Form ADV.

### Where is Brian Kopinski based?

Brian Kopinski is based in Nashville, Tennessee.

### What does Brian specialize in?

Brian's specialties include estate & legacy planning, tax planning, family wealth transfer and small business owners. Brian works with ultra high net worth and multi-generational families.

### What credentials does Brian Kopinski hold?

Brian Kopinski holds the CFA credential.

### Is Brian Kopinski registered with the SEC?

Yes. Brian Kopinski is registered as an investment adviser representative in TN (CRD 7419624), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Woodmont Investment Counsel manage?

Woodmont Investment Counsel reports $2.01B across 1,469 accounts in assets under management.

### How do I contact Brian Kopinski?

Through Brian's website, www.woodmontcounsel.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7419624): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.woodmontcounsel.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.