Fee-only financial advisors in Brentwood, Tennessee
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Margaret Dover J. Mark Nickell & Holds the CFP. Fees on file: percentage of assets, hourly.
- Katherine Yoho TBH Global Asset Management Holds the CFP. Fees on file: percentage of assets, hourly.
- Dillon Woodruff Keystone Financial Resources Holds the CFP. Fees on file: percentage of assets, hourly.
- Jason Ball Ball & Company Holds the CFP. Fees on file: percentage of assets, hourly.
- Jessica Smith Longview Financial Advisors, Inc. Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Jonathan Farrell Highmark Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 36
- Firms
- 13
- Hold the CFP
- 31%
- Other credentials: CFA 8%
- How they charge (of 36 with fees on file): percentage of assets 100% · hourly 72% · fixed fees 69%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Brentwood by what you need
- Estate planning in Tennessee
- Retirement planning in Tennessee
- Tax planning in Tennessee
- Family wealth transfer in Tennessee
- Retirees in Tennessee
- Founders in Tennessee
- Small business owners in Tennessee
- Pre-retirees in Tennessee
- Ultra-high-net-worth families in Tennessee
- Divorce financial planning in Tennessee
Find an advisor in Tennessee by fee, assets, or credential
Questions about fee-only advisors in Brentwood
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.
All 36 advisors in Brentwood
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jessica Smith | Longview Financial Advisors, Inc. | Brentwood | BS, CAP, CFP, CLU | Percentage of assets, Fixed fees |
| Jonathan Farrell | Highmark | Brentwood | CFP | Percentage of assets, Hourly |
| Alec Medlin | investgro | Brentwood | Not listed | Percentage of assets, Hourly |
| Casey Martens | investgro | Brentwood | Not listed | Percentage of assets, Hourly |
| Hogan Roberts | investgro | Brentwood | Not listed | Percentage of assets, Hourly |
| John Crawford | Tranquility Partners | Brentwood | CFA | Percentage of assets |
| Grady Tabor | Processus Wealth & Capital Management | Brentwood | CFA | Percentage of assets |
| Nathan Rollins | Highmark | Brentwood | Not listed | Percentage of assets, Hourly |
| April Pica | Tranquility Partners | Brentwood | Not listed | Percentage of assets |
| James Baker | Tranquility Partners | Brentwood | Not listed | Percentage of assets |
| James Baker | Tranquility Partners | Brentwood | Not listed | Percentage of assets |
| Jordan Baker | Tranquility Partners | Brentwood | Not listed | Percentage of assets |
| Nathaniel Sems | Tranquility Partners | Brentwood | Not listed | Percentage of assets |
| Tyler Cohen | Tranquility Partners | Brentwood | Not listed | Percentage of assets |
| Dillon Woodruff | Keystone Financial Resources | Brentwood | CFP | Percentage of assets, Hourly |
| Jason Ball | Ball & Company | Brentwood | CFP | Percentage of assets, Hourly |
| Jones Warf | TBH Global Asset Management | Brentwood | CFP | Percentage of assets, Hourly |
| Katherine Yoho | TBH Global Asset Management | Brentwood | CFP | Percentage of assets, Hourly |
| Margaret Dover | J. Mark Nickell & | Brentwood | CFP | Percentage of assets, Hourly |
| Miranda Eisele | Ball & Company | Brentwood | CFP | Percentage of assets, Hourly |
| Phillip Reynolds | TBH Global Asset Management | Brentwood | CFP | Percentage of assets, Hourly |
| Samuel Davis | TBH Global Asset Management | Brentwood | CFP | Percentage of assets, Hourly |
| William Frasier | Oakworth Asset Management | Brentwood | CFP | Percentage of assets, Hourly |
| Joseph Nickell | J. Mark Nickell & | Brentwood | PFS, CFA | Percentage of assets, Hourly |
| Andrew Hillis | TBH Global Asset Management | Brentwood | Not listed | Percentage of assets, Hourly |
| David Merrell | TBH Global Asset Management | Brentwood | Not listed | Percentage of assets, Hourly |
| David Singer | TBH Global Asset Management | Brentwood | Not listed | Percentage of assets, Hourly |
| Glenn Price | Keystone Financial Resources | Brentwood | Not listed | Percentage of assets, Hourly |
| Gregory Defelice | Defelice Capital Management | Brentwood | Not listed | Percentage of assets |
| Joshua Davis | TBH Global Asset Management | Brentwood | Not listed | Percentage of assets, Hourly |
| Mete Fikri | SEF Financial | Brentwood | Not listed | Percentage of assets, Hourly |
| Noah Scott | Keystone Financial Resources | Brentwood | Not listed | Percentage of assets, Hourly |
| Rosemary Frank | Rosemary Frank Financial | Brentwood | Not listed | Percentage of assets, Hourly |
| Thomas Nickell | J. Mark Nickell & | Brentwood | Not listed | Percentage of assets, Hourly |
| William Butler | TBH Global Asset Management | Brentwood | Not listed | Percentage of assets, Hourly |
| William Scott | Keystone Financial Resources | Brentwood | Not listed | Percentage of assets, Hourly |
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