Byron Studdard
Studdard Financial · Germantown, Tennessee
Byron Studdard is a fee-only financial advisor at Studdard Financial in Germantown, Tennessee, who holds the CFP credential. Byron focuses on retirement planning, estate & legacy planning and tax planning. Studdard Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Studdard Financial |
|---|---|
| Based in | Germantown, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $27.6M across 157 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MS, TN, TX · CRD 2368317 |
| Exams passed | Series 63 (1993) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.studdardfinancial.com |
| Profile |
How Byron's firm compares
- Studdard Financial's average account is about $176,000, from its Form ADV (assets managed divided by 157 accounts).
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Questions about Byron
Is Byron Studdard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Byron holds no broker registration, and Studdard Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Byron charge for financial advice?
Byron's firm, Studdard Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Byron Studdard based?
Byron Studdard is based in Germantown, Tennessee.
What does Byron specialize in?
Byron's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Byron Studdard hold?
Byron Studdard holds the CFP credential.
Is Byron Studdard registered with the SEC?
Yes. Byron Studdard is registered as an investment adviser representative in FL, MS, TN and TX (CRD 2368317), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Studdard Financial manage?
Studdard Financial reports $27.6M across 157 accounts in assets under management.
How do I contact Byron Studdard?
Through Byron's website, www.studdardfinancial.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
- Studdard Financial 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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