Toby Green
Tennessee Wealth Management · Franklin, Tennessee
Toby Green is a fee-only financial advisor at Tennessee Wealth Management in Franklin, Tennessee. Tennessee Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Tennessee Wealth Management |
|---|---|
| Based in | Franklin, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $54.9M across 44 accounts |
| SEC registration | Investment adviser representative in TN · CRD 4938707 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Toby's firm compares
- Tennessee Wealth Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 44 accounts).
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Questions about Toby
Is Toby Green a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Toby holds no broker registration, and Tennessee Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Toby charge for financial advice?
Toby's firm, Tennessee Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Toby Green based?
Toby Green is based in Franklin, Tennessee.
Is Toby Green registered with the SEC?
Yes. Toby Green is registered as an investment adviser representative in TN (CRD 4938707), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tennessee Wealth Management manage?
Tennessee Wealth Management reports $54.9M across 44 accounts in assets under management.
How do I contact Toby Green?
Contact details aren't on file yet. Search for Tennessee Wealth Management.
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
- 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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