Carolyn Bennett
Woodmont Investment Counsel · Nashville, Tennessee
Carolyn Bennett is a fee-only financial advisor at Woodmont Investment Counsel in Nashville, Tennessee, who holds the CFA credential. Carolyn focuses on estate & legacy planning, tax planning and family wealth transfer. Woodmont Investment Counsel reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Woodmont Investment Counsel |
|---|---|
| Based in | Nashville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.01B across 1,469 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TN · CRD 7179803 |
| Exams passed | Series 65 (2019) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.woodmontcounsel.com |
| Profile |
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Questions about Carolyn
Is Carolyn Bennett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carolyn 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 Carolyn charge for financial advice?
Carolyn's firm, Woodmont Investment Counsel, reports charging a percentage of assets on its SEC Form ADV.
Where is Carolyn Bennett based?
Carolyn Bennett is based in Nashville, Tennessee.
What does Carolyn specialize in?
Carolyn's specialties include estate & legacy planning, tax planning, family wealth transfer and small business owners. Carolyn works with ultra high net worth and multi-generational families.
What credentials does Carolyn Bennett hold?
Carolyn Bennett holds the CFA credential.
Is Carolyn Bennett registered with the SEC?
Yes. Carolyn Bennett is registered as an investment adviser representative in TN (CRD 7179803), 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 Carolyn Bennett?
Through Carolyn's website, www.woodmontcounsel.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
- Woodmont Investment Counsel 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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