# Fee-only financial advisors in Brentwood, Tennessee > Start with a fee-only advisor in Brentwood whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Margaret Dover of J. Mark Nickell &, Katherine Yoho of TBH Global Asset Management and Dillon Woodruff of Keystone Financial Resources, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/tennessee/brentwood/ 36 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Brentwood? Start with a fee-only advisor in Brentwood whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Margaret Dover of J. Mark Nickell &, Katherine Yoho of TBH Global Asset Management and Dillon Woodruff of Keystone Financial Resources, chosen for their credentials and fees on file. ## How many fee-only advisors in Brentwood are there? The Wellspent public graph lists 36 fee-only advisors in Brentwood, at 13 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Brentwood focus on? The most common focus among fee-only advisors in Brentwood is family wealth transfer (9), followed by founders (3) and retirement planning (3). Advisors can list more than one. ## How do fee-only advisors in Brentwood charge? All 36 fee-only advisors in Brentwood with fees on file charge a percentage of assets. Many use more than one: 72% charge by the hour and 69% charge fixed fees. ## How much do fee-only financial advisors charge in Tennessee? Fee-only financial advisors in Tennessee charge a median of $4,200 a year for ongoing planning. We found this across the published prices of 13 Tennessee firms. ## How many fee-only advisors in Brentwood hold the CFP? 31% of the 36 fee-only advisors in Brentwood hold the CFP certification, based on the credentials listed on each record. ## Does Tennessee have a state income tax? No. Tennessee has no state income tax, so federal tax drives most financial planning for residents. ## How current is this list of fee-only advisors in Brentwood? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Jessica Smith](https://find.wellspent.co/advisors/jessica-smith-8881.md) | Longview Financial Advisors, Inc. | Brentwood, Tennessee | BS, CAP, CFP, CLU, CPWA, MS | Percentage of assets, Fixed fees | | [Jonathan Farrell](https://find.wellspent.co/advisors/jonathan-farrell.md) | Highmark | Brentwood, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Alec Medlin](https://find.wellspent.co/advisors/alec-medlin.md) | investgro | Brentwood, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Casey Martens](https://find.wellspent.co/advisors/casey-martens.md) | investgro | Brentwood, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Hogan Roberts](https://find.wellspent.co/advisors/hogan-roberts.md) | investgro | Brentwood, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [John Crawford](https://find.wellspent.co/advisors/john-crawford.md) | Tranquility Partners | Brentwood, Tennessee | CFA | Percentage of assets | | [Grady Tabor](https://find.wellspent.co/advisors/grady-tabor.md) | Processus Wealth & Capital Management | Brentwood, Tennessee | CFA | Percentage of assets | | [Nathan Rollins](https://find.wellspent.co/advisors/nathan-rollins.md) | Highmark | Brentwood, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [April Pica](https://find.wellspent.co/advisors/april-pica.md) | Tranquility Partners | Brentwood, Tennessee | | Percentage of assets | | [James Baker](https://find.wellspent.co/advisors/james-baker.md) | Tranquility Partners | Brentwood, Tennessee | | Percentage of assets | | [James Baker](https://find.wellspent.co/advisors/james-baker-6807291.md) | Tranquility Partners | Brentwood, Tennessee | | Percentage of assets | | [Jordan Baker](https://find.wellspent.co/advisors/jordan-baker.md) | Tranquility Partners | Brentwood, Tennessee | | Percentage of assets | | [Nathaniel Sems](https://find.wellspent.co/advisors/nathaniel-sems.md) | Tranquility Partners | Brentwood, Tennessee | | Percentage of assets | | [Tyler Cohen](https://find.wellspent.co/advisors/tyler-cohen.md) | Tranquility Partners | Brentwood, Tennessee | | Percentage of assets | | [Dillon Woodruff](https://find.wellspent.co/advisors/dillon-woodruff.md) | Keystone Financial Resources | Brentwood , Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Jason Ball](https://find.wellspent.co/advisors/jason-ball.md) | Ball & Company | Brentwood, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Jones Warf](https://find.wellspent.co/advisors/jones-warf.md) | TBH Global Asset Management | Brentwood, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Katherine Yoho](https://find.wellspent.co/advisors/katherine-yoho.md) | TBH Global Asset Management | Brentwood, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Margaret Dover](https://find.wellspent.co/advisors/margaret-dover.md) | J. Mark Nickell & | Brentwood, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Miranda Eisele](https://find.wellspent.co/advisors/miranda-eisele.md) | Ball & Company | Brentwood, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Phillip Reynolds](https://find.wellspent.co/advisors/phillip-reynolds.md) | TBH Global Asset Management | Brentwood, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Samuel Davis](https://find.wellspent.co/advisors/samuel-davis.md) | TBH Global Asset Management | Brentwood, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [William Frasier](https://find.wellspent.co/advisors/william-frasier.md) | Oakworth Asset Management | Brentwood, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Joseph Nickell](https://find.wellspent.co/advisors/joseph-nickell.md) | J. Mark Nickell & | Brentwood, Tennessee | PFS, CFA | Percentage of assets, Hourly, Fixed fees | | [Andrew Hillis](https://find.wellspent.co/advisors/andrew-hillis.md) | TBH Global Asset Management | Brentwood, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [David Merrell](https://find.wellspent.co/advisors/david-merrell.md) | TBH Global Asset Management | Brentwood, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [David Singer](https://find.wellspent.co/advisors/david-singer.md) | TBH Global Asset Management | Brentwood, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Glenn Price](https://find.wellspent.co/advisors/glenn-price.md) | Keystone Financial Resources | Brentwood , Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Gregory Defelice](https://find.wellspent.co/advisors/gregory-defelice.md) | Defelice Capital Management | Brentwood, Tennessee | | Percentage of assets | | [Joshua Davis](https://find.wellspent.co/advisors/joshua-davis-6268275.md) | TBH Global Asset Management | Brentwood, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Mete Fikri](https://find.wellspent.co/advisors/mete-fikri.md) | SEF Financial | Brentwood, Tennessee | | Percentage of assets, Hourly | | [Noah Scott](https://find.wellspent.co/advisors/noah-scott.md) | Keystone Financial Resources | Brentwood , Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Rosemary Frank](https://find.wellspent.co/advisors/rosemary-frank.md) | Rosemary Frank Financial | Brentwood, Tennessee | | Percentage of assets, Hourly | | [Thomas Nickell](https://find.wellspent.co/advisors/thomas-nickell.md) | J. Mark Nickell & | Brentwood, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [William Butler](https://find.wellspent.co/advisors/william-butler.md) | TBH Global Asset Management | Brentwood, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [William Scott](https://find.wellspent.co/advisors/william-scott-5920445.md) | Keystone Financial Resources | Brentwood, Tennessee | | Percentage of assets, Hourly, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).