Joel Busboom
Joel Busboom Financial · Franklin, Tennessee
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.
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Specialties
Who they serve
- Pre-retirees
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 | $11.8M across 48 accounts |
| SEC registration | Investment adviser representative in TN · CRD 7196921 |
| Exams passed | Series 66 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.joelbusboomfinancial.com |
| Profile |
How Joel's firm compares
- Joel Busboom Financial's average account is about $246,000, from its Form ADV (assets managed divided by 48 accounts).
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Questions about Joel
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.
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
- Joel Busboom 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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