# Brice Eldredge

> Brice Eldredge is a fee-only financial advisor at Edgehelm Financial in Nashville, Tennessee. Edgehelm Financial reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brice-eldredge/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Edgehelm Financial
- **Based in:** Nashville, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $63.0M across 72 accounts
- **CRD:** 4809750 (https://adviserinfo.sec.gov/individual/summary/4809750)
- **SEC registration:** Investment adviser representative in CA, TN
- **Exams passed:** Series 66 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.edgehelm.com

## Frequently asked questions

### Is Brice Eldredge a fee-only financial advisor?

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

### How does Brice charge for financial advice?

Brice's firm, Edgehelm Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Brice Eldredge based?

Brice Eldredge is based in Nashville, Tennessee.

### Is Brice Eldredge registered with the SEC?

Yes. Brice Eldredge is registered as an investment adviser representative in CA and TN (CRD 4809750), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Edgehelm Financial manage?

Edgehelm Financial reports $63.0M across 72 accounts in assets under management.

### How do I contact Brice Eldredge?

Through Brice's website, www.edgehelm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4809750): 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

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