# Joel Busboom

> Joel Busboom is a fee-only financial advisor at Joel Busboom Financial in Franklin, Tennessee. Joel charges a percentage of assets (1.2% a year on the first tier of assets managed) and focuses on retirement planning.

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

## Facts

- **Firm:** Joel Busboom Financial
- **Based in:** Franklin, Tennessee
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.2% a year on the first tier of assets managed
- **Assets under management (firm):** $11.8M across 48 accounts
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees
- **CRD:** 7196921 (https://adviserinfo.sec.gov/individual/summary/7196921)
- **SEC registration:** Investment adviser representative in TN
- **Exams passed:** Series 66 (2020)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.joelbusboomfinancial.com

## Frequently asked questions

### Is Joel Busboom a fee-only financial advisor?

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

### How does Joel charge for financial advice?

Joel charges a percentage of assets.

### How much does Joel charge?

According to Joel Busboom Financial's website, checked October 30, 2026: 1.2% a year on the first tier of assets managed.

### Where is Joel Busboom based?

Joel Busboom is based in Franklin, Tennessee.

### What does Joel specialize in?

Joel's specialties include retirement planning. Joel works with pre-retirees.

### Is Joel Busboom registered with the SEC?

Yes. Joel Busboom is registered as an investment adviser representative in TN (CRD 7196921), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Joel Busboom Financial manage?

Joel Busboom Financial reports $11.8M across 48 accounts in assets under management.

### How do I contact Joel Busboom?

Through Joel's website, www.joelbusboomfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7196921): 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://joelbusboomfinancial.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.