# Fee-only financial advisors in Nashville, Tennessee > Start with a fee-only advisor in Nashville whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Michael Shea of True Equity Wealth Management LLC, Jaime Ruff of HB Wealth and Frank Byrd of Fielder Capital Group, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/tennessee/nashville/ 102 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 Nashville? Start with a fee-only advisor in Nashville whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Michael Shea of True Equity Wealth Management LLC, Jaime Ruff of HB Wealth and Frank Byrd of Fielder Capital Group, chosen for their credentials and fees on file. ## How many fee-only advisors in Nashville are there? The Wellspent public graph lists 102 fee-only advisors in Nashville, at 41 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Nashville focus on? The most common focus among fee-only advisors in Nashville is estate planning (21), followed by retirement planning (19) and tax planning (17). Advisors can list more than one. ## How do fee-only advisors in Nashville charge? The most common fee among fee-only advisors in Nashville is a percentage of assets, used by 96% of the 102 with fees on file. Many use more than one: 57% charge fixed fees and 29% charge by the hour. ## How much do fee-only financial advisors charge in Nashville? Fee-only financial advisors in Nashville charge a median of $3,200 a year for ongoing planning. We found this across the published prices of 6 Nashville firms. ## How much does a one-time financial plan cost in Nashville? A one-time financial plan from a fee-only firm in Nashville has a median price of $3,000. We found this across the published prices of 5 Nashville firms. ## How many fee-only advisors in Nashville hold the CFP? 37% of the 102 fee-only advisors in Nashville 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 Nashville? 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 | |---|---|---|---|---| | [Jaime Ruff](https://find.wellspent.co/advisors/jaime-ruff.md) | HB Wealth | Nashville, Tennessee | CFP, CPA/PFS, MBA, CFDS | Percentage of assets, Flat fee or retainer | | [Philip Rutterer](https://find.wellspent.co/advisors/philip-rutterer.md) | Rutterer Planning, LLC | Nashville, Tennessee | CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly | | [Robert DeLucas](https://find.wellspent.co/advisors/robert-delucas.md) | Afton Advisors, LLC | Nashville, Tennessee | CFP, ChFC, MBA, RICP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Shaun Melby](https://find.wellspent.co/advisors/shaun-melby.md) | Melby Wealth Management, LLC | Nashville, Tennessee | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Christopher Hodges](https://find.wellspent.co/advisors/christopher-hodges.md) | Hodges Financial Group | Nashville, Tennessee | CFP, CPFA | Percentage of assets, Hourly, Fixed fees | | [Justin Porter](https://find.wellspent.co/advisors/justin-porter.md) | Porter Wealth Management, LLC | Nashville, Tennessee | CFP, CPA/PFS, JD, CPA | Percentage of assets, Hourly, Fixed fees | | [Michael Shea](https://find.wellspent.co/advisors/michael-shea.md) | True Equity Wealth Management LLC | Nashville, Tennessee | CFP, EA | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Troy Von Haefen](https://find.wellspent.co/advisors/troy-von-haefen.md) | Von Haefen Financial Management | Nashville, Tennessee | CFP | Flat fee or retainer, Ongoing planning fee | | [James Blake Bowman](https://find.wellspent.co/advisors/james-blake-bowman.md) | Wave Wealth Planning, LLC | Nashville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Justin Follmer](https://find.wellspent.co/advisors/justin-follmer.md) | Coastal Wealth Advisors | Nashville, Tennessee | CFP | One-time planning fee | | [Andrew Peapos](https://find.wellspent.co/advisors/andrew-peapos.md) | Woodmont Investment Counsel | Nashville, Tennessee | CFP | Percentage of assets | | [Ann Taylor Knotts](https://find.wellspent.co/advisors/ann-taylor-knotts.md) | Woodmont Investment Counsel | Nashville, Tennessee | CFP, CFA | Percentage of assets | | [Cade Schacher](https://find.wellspent.co/advisors/cade-schacher.md) | Woodmont Investment Counsel | Nashville, Tennessee | CFP | Percentage of assets | | [Jason Bonn](https://find.wellspent.co/advisors/jason-bonn.md) | Woodmont Investment Counsel | Nashville, Tennessee | CFP | Percentage of assets | | [Lindsay Youngbauer](https://find.wellspent.co/advisors/lindsay-youngbauer.md) | Woodmont Investment Counsel | Nashville, Tennessee | CFP | Percentage of assets | | [Nicole Hughes](https://find.wellspent.co/advisors/nicole-hughes.md) | Woodmont Investment Counsel | Nashville, Tennessee | CFP | Percentage of assets | | [William Welborn](https://find.wellspent.co/advisors/william-welborn.md) | Hoskins Financial | Nashville, Tennessee | CFP | Percentage of assets, Hourly | | [Benjamin Amos](https://find.wellspent.co/advisors/benjamin-amos.md) | RMG Advisors | Nashville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Anthony Steffan](https://find.wellspent.co/advisors/anthony-steffan.md) | HS Wealth Partners | Nashville, Tennessee | CFP | Percentage of assets | | [Brian Kopinski](https://find.wellspent.co/advisors/brian-kopinski.md) | Woodmont Investment Counsel | Nashville, Tennessee | CFA | Percentage of assets | | [Carolyn Bennett](https://find.wellspent.co/advisors/carolyn-bennett.md) | Woodmont Investment Counsel | Nashville, Tennessee | CFA | Percentage of assets | | [Jack Dupuy](https://find.wellspent.co/advisors/jack-dupuy.md) | Woodmont Investment Counsel | Nashville, Tennessee | CFA | Percentage of assets | | [Drew Echternach](https://find.wellspent.co/advisors/drew-echternach.md) | Jefferson Bridge Capital | Nashville, Tennessee | CFP, CFA | Percentage of assets | | [Taylor Whitt](https://find.wellspent.co/advisors/taylor-whitt.md) | Cairn Financial Group | Nashville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [William Greene](https://find.wellspent.co/advisors/william-greene.md) | Cairn Financial Group | Nashville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Mauricio Cortes Resendiz](https://find.wellspent.co/advisors/mauricio-cortes-resendiz.md) | Fielder Capital Group LLC | Nashville, Tennessee | CFA, CFP | Percentage of assets, Fixed fees | | [Erik Roberts](https://find.wellspent.co/advisors/erik-roberts.md) | Infinitus Wealth Management | Nashville, Tennessee | | Percentage of assets | | [William Jones](https://find.wellspent.co/advisors/william-jones-6705234.md) | Boulevard Money | Nashville, Tennessee | | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Daniel Alfi](https://find.wellspent.co/advisors/daniel-alfi.md) | Fifr | Nashville, Tennessee | | Flat fee or retainer, Ongoing planning fee | | [Daniel Frattali](https://find.wellspent.co/advisors/daniel-frattali.md) | HS Wealth Partners | Nashville, Tennessee | | Percentage of assets | | [Jack Henderson](https://find.wellspent.co/advisors/jack-henderson.md) | HS Wealth Partners | Nashville, Tennessee | | Percentage of assets | | [Joshalyn Baca](https://find.wellspent.co/advisors/joshalyn-baca.md) | HS Wealth Partners | Nashville, Tennessee | | Percentage of assets | | [Aaron Chow](https://find.wellspent.co/advisors/aaron-chow.md) | The Pacific Financial Group | Nashville, Tennessee | | Percentage of assets | | [Alex Hidalgo](https://find.wellspent.co/advisors/alex-hidalgo.md) | The Pacific Financial Group | Nashville, Tennessee | | Percentage of assets | | [Anthony Root](https://find.wellspent.co/advisors/anthony-root.md) | The Pacific Financial Group | Nashville, Tennessee | | Percentage of assets | | [Barrington Gist](https://find.wellspent.co/advisors/barrington-gist.md) | Heritage Private Wealth | Nashville, Tennessee | | Percentage of assets, Hourly | | [Charles Kennedy](https://find.wellspent.co/advisors/charles-kennedy.md) | The Pacific Financial Group | Nashville, Tennessee | | Percentage of assets | | [Jennifer Rowe](https://find.wellspent.co/advisors/jennifer-rowe.md) | The Pacific Financial Group | Nashville, Tennessee | | Percentage of assets | | [Joshua Ireland](https://find.wellspent.co/advisors/joshua-ireland.md) | Jefferson Bridge Capital | Nashville, Tennessee | | Percentage of assets | | [Julie Mochan](https://find.wellspent.co/advisors/julie-mochan.md) | The Pacific Financial Group | Nashville, Tennessee | | Percentage of assets | | [Kaimele Searles](https://find.wellspent.co/advisors/kaimele-searles.md) | The Pacific Financial Group | Nashville, Tennessee | | Percentage of assets | | [Neil Nakagawa](https://find.wellspent.co/advisors/neil-nakagawa.md) | The Pacific Financial Group | Nashville, Tennessee | | Percentage of assets | | [Parker Mosley](https://find.wellspent.co/advisors/parker-mosley.md) | The Pacific Financial Group | Nashville, Tennessee | | Percentage of assets | | [Sirkka Wood](https://find.wellspent.co/advisors/sirkka-wood.md) | Cairn Financial Group | Nashville, Tennessee | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Travis Edington](https://find.wellspent.co/advisors/travis-edington.md) | The Pacific Financial Group | Nashville, Tennessee | | Percentage of assets | | [Alex Bars](https://find.wellspent.co/advisors/alex-bars.md) | Creative Investment Group | Nashville, Tennessee | | Percentage of assets, Fixed fees | | [Bradley Bars](https://find.wellspent.co/advisors/bradley-bars.md) | Creative Investment Group | Nashville, Tennessee | | Percentage of assets, Fixed fees | | [Camden Johns](https://find.wellspent.co/advisors/camden-johns.md) | Creative Investment Group | Nashville, Tennessee | | Percentage of assets, Fixed fees | | [Elizabeth Newman](https://find.wellspent.co/advisors/elizabeth-newman.md) | Decker Wealth Management | Nashville, Tennessee | | Percentage of assets, Fixed fees | | [Richard Bright](https://find.wellspent.co/advisors/richard-bright.md) | Decker Wealth Management | Nashville, Tennessee | | Percentage of assets, Fixed fees | | [Robert Brewer](https://find.wellspent.co/advisors/robert-brewer.md) | Brewer Financial Strategies | Nashville, Tennessee | | Percentage of assets, Fixed fees | | [Ryan Patterson](https://find.wellspent.co/advisors/ryan-patterson.md) | High Knoll Wealth Advisors | Nashville, Tennessee | | Percentage of assets | | [Skye Mejia](https://find.wellspent.co/advisors/skye-mejia.md) | Creative Investment Group | Nashville, Tennessee | | Percentage of assets, Fixed fees | | [Thomas Boyd](https://find.wellspent.co/advisors/thomas-boyd.md) | Decker Wealth Management | Nashville, Tennessee | | Percentage of assets, Fixed fees | | [Thomas Rush](https://find.wellspent.co/advisors/thomas-rush.md) | Creative Investment Group | Nashville, Tennessee | | Percentage of assets, Fixed fees | | [Trent Green](https://find.wellspent.co/advisors/trent-green.md) | Decker Wealth Management | Nashville, Tennessee | | Percentage of assets, Fixed fees | | [Valerie Wilson](https://find.wellspent.co/advisors/valerie-wilson.md) | Decker Wealth Management | Nashville, Tennessee | | Percentage of assets, Fixed fees | | [William Decker](https://find.wellspent.co/advisors/william-decker-2243114.md) | Decker Wealth Management | Nashville, Tennessee | | Percentage of assets, Fixed fees | | [William Decker](https://find.wellspent.co/advisors/william-decker.md) | Decker Wealth Management | Nashville, Tennessee | | Percentage of assets, Fixed fees | | [William Keegan](https://find.wellspent.co/advisors/william-keegan.md) | Creative Investment Group | Nashville, Tennessee | | Percentage of assets, Fixed fees | | [Brian O'Neill](https://find.wellspent.co/advisors/brian-o-neill.md) | Cahaba Wealth Management | Nashville, Tennessee | CFP | Percentage of assets, Fixed fees | | [Charles Laws](https://find.wellspent.co/advisors/charles-laws.md) | Cahaba Wealth Management | Nashville, Tennessee | CFP | Percentage of assets, Fixed fees | | [Donald Keeney](https://find.wellspent.co/advisors/donald-keeney.md) | Cahaba Wealth Management | Nashville, Tennessee | CFP, CFA | Percentage of assets, Fixed fees | | [Frank Byrd](https://find.wellspent.co/advisors/frank-byrd.md) | Fielder Capital Group | Nashville, Tennessee | CFP, CFA | Percentage of assets, Fixed fees | | [George Quinn](https://find.wellspent.co/advisors/george-quinn.md) | AJ Advisors | Nashville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [George Wideman](https://find.wellspent.co/advisors/george-wideman.md) | Cahaba Wealth Management | Nashville, Tennessee | CFP | Percentage of assets, Fixed fees | | [John Stauffer](https://find.wellspent.co/advisors/john-stauffer.md) | AJ Advisors | Nashville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Louis Williams](https://find.wellspent.co/advisors/louis-williams.md) | Cahaba Wealth Management | Nashville, Tennessee | CFP | Percentage of assets, Fixed fees | | [Malgorzata Guziak](https://find.wellspent.co/advisors/malgorzata-guziak.md) | Oasis Wealth Planning Advisors | Nashville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Nathaniel Frigge](https://find.wellspent.co/advisors/nathaniel-frigge.md) | Fielder Capital Group | Nashville, Tennessee | CFP | Percentage of assets, Fixed fees | | [Portia Wells](https://find.wellspent.co/advisors/portia-wells.md) | HMS Investment Advisors | Nashville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Stephen Martin](https://find.wellspent.co/advisors/stephen-martin-2955244.md) | Oasis Wealth Planning Advisors | Nashville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Tyler Beaudoin](https://find.wellspent.co/advisors/tyler-beaudoin.md) | Dirigo Private Wealth | Nashville, Tennessee | CFP | Percentage of assets, Fixed fees | | [William Jackson](https://find.wellspent.co/advisors/william-jackson.md) | Cahaba Wealth Management | Nashville, Tennessee | CFP | Percentage of assets, Fixed fees | | [William Jacobs](https://find.wellspent.co/advisors/william-jacobs.md) | Shayne & Jacobs | Nashville, Tennessee | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Angela Robinson](https://find.wellspent.co/advisors/angela-robinson.md) | HMS Investment Advisors | Nashville, Tennessee | CFA | Percentage of assets, Hourly, Fixed fees | | [Bryan Fastenau](https://find.wellspent.co/advisors/bryan-fastenau.md) | HMS Investment Advisors | Nashville, Tennessee | CFA | Percentage of assets, Hourly, Fixed fees | | [George Stadler](https://find.wellspent.co/advisors/george-stadler.md) | HMS Investment Advisors | Nashville, Tennessee | CFA | Percentage of assets, Hourly, Fixed fees | | [Melner Bond](https://find.wellspent.co/advisors/melner-bond.md) | Oasis Wealth Planning Advisors | Nashville, Tennessee | CFA | Percentage of assets, Hourly, Fixed fees | | [Stephen Korn](https://find.wellspent.co/advisors/stephen-korn.md) | Fielder Capital Group | Nashville, Tennessee | CFA | Percentage of assets, Fixed fees | | [Adam Schooley](https://find.wellspent.co/advisors/adam-schooley.md) | Fielder Capital Group | Nashville, Tennessee | | Percentage of assets, Fixed fees | | [Andrew Boulineau](https://find.wellspent.co/advisors/andrew-boulineau.md) | Fielder Capital Group | Nashville, Tennessee | | Percentage of assets, Fixed fees | | [Brice Eldredge](https://find.wellspent.co/advisors/brice-eldredge.md) | Edgehelm Financial | Nashville, Tennessee | | Percentage of assets, Fixed fees | | [Cannon Pace](https://find.wellspent.co/advisors/cannon-pace.md) | Applied Capital | Nashville, Tennessee | | Percentage of assets | | [Christian Hermo](https://find.wellspent.co/advisors/christian-hermo.md) | Christian A. Hermo | Nashville, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Cole Hickerson](https://find.wellspent.co/advisors/cole-hickerson.md) | Fielder Capital Group | Nashville, Tennessee | | Percentage of assets, Fixed fees | | [Dana Brisendine](https://find.wellspent.co/advisors/dana-brisendine.md) | HMS Investment Advisors | Nashville, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Elijah Culley](https://find.wellspent.co/advisors/elijah-culley.md) | AJ Advisors | Nashville, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Ethan Slate](https://find.wellspent.co/advisors/ethan-slate.md) | Applied Capital | Nashville, Tennessee | | Percentage of assets | | [Gary King](https://find.wellspent.co/advisors/gary-king.md) | King Capital Management | Nahville, Tennessee | | Percentage of assets, Fixed fees | | [Gregory Ellms](https://find.wellspent.co/advisors/gregory-ellms.md) | Oasis Wealth Planning Advisors | Nashville, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Jennifer Miller](https://find.wellspent.co/advisors/jennifer-miller.md) | Fielder Capital Group | Nashville, Tennessee | | Percentage of assets, Fixed fees | | [Jesse Johnson](https://find.wellspent.co/advisors/jesse-johnson-7788801.md) | Applied Capital | Nashville, Tennessee | | Percentage of assets | | [John Rogers](https://find.wellspent.co/advisors/john-rogers.md) | Laffer Tengler Investments | Nashville, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Karissa McLaren](https://find.wellspent.co/advisors/karissa-mclaren.md) | Oasis Wealth Planning Advisors | Nashville, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Margaret Truitt](https://find.wellspent.co/advisors/margaret-truitt.md) | Cahaba Wealth Management | Nashville, Tennessee | | Percentage of assets, Fixed fees | | [Philip Thomas](https://find.wellspent.co/advisors/philip-thomas.md) | HMS Investment Advisors | Nashville, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Randall Noel](https://find.wellspent.co/advisors/randall-noel.md) | Worthview Capital Management | Nashville, Tennessee | | Percentage of assets | | [Sage Clement](https://find.wellspent.co/advisors/sage-clement.md) | Oasis Wealth Planning Advisors | Nashville, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Stephen Rowley](https://find.wellspent.co/advisors/stephen-rowley.md) | American Wealth Management | Nashville, Tennessee | | Percentage of assets, Hourly | | [Thomas Chapman](https://find.wellspent.co/advisors/thomas-chapman.md) | Shayne & Jacobs | Nashville, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Vincent Giannattasio](https://find.wellspent.co/advisors/vincent-giannattasio.md) | A&g Financial Management | Nashville, Tennessee | | Percentage of assets | ## 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).