Fee-only financial advisors in Nashville, Tennessee
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Michael Shea True Equity Wealth Management LLC Holds the CFP and EA. Fees on file: percentage of assets, one-time planning fee.
- Jaime Ruff HB Wealth Holds the CFP and CPA. Fees on file: percentage of assets, flat fee or retainer.
- Frank Byrd Fielder Capital Group Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- William Jacobs Shayne & Jacobs Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Donald Keeney Cahaba Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Ann Taylor Knotts Woodmont Investment Counsel Holds the CFP and CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 102
- Firms
- 41
- Cities
- 2
- Hold the CFP
- 37%
- Other credentials: CFA 14% · CPA 2% · EA 1%
- How they charge (of 102 with fees on file): percentage of assets 96% · fixed fees 57% · hourly 29% · ongoing planning fee 7%
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 Nashville 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 Nashville
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.
All 102 advisors in Nashville
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jaime Ruff | HB Wealth | Nashville | CFP, CPA/PFS, MBA, CFDS | Percentage of assets, Flat fee or retainer |
| Philip Rutterer | Rutterer Planning, LLC | Nashville | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Robert DeLucas | Afton Advisors, LLC | Nashville | CFP, ChFC, MBA, RICP | Flat fee or retainer, Ongoing planning fee |
| Shaun Melby | Melby Wealth Management, LLC | Nashville | CFP | Percentage of assets, Ongoing planning fee |
| Christopher Hodges | Hodges Financial Group | Nashville | CFP, CPFA | Percentage of assets, Hourly |
| Justin Porter | Porter Wealth Management, LLC | Nashville | CFP, CPA/PFS, JD, CPA | Percentage of assets, Hourly |
| Michael Shea | True Equity Wealth Management LLC | Nashville | CFP, EA | Percentage of assets, One-time planning fee |
| Troy Von Haefen | Von Haefen Financial Management | Nashville | CFP | Flat fee or retainer, Ongoing planning fee |
| James Blake Bowman | Wave Wealth Planning, LLC | Nashville | CFP | Percentage of assets, Hourly |
| Justin Follmer | Coastal Wealth Advisors | Nashville | CFP | One-time planning fee |
| Andrew Peapos | Woodmont Investment Counsel | Nashville | CFP | Percentage of assets |
| Ann Taylor Knotts | Woodmont Investment Counsel | Nashville | CFP, CFA | Percentage of assets |
| Cade Schacher | Woodmont Investment Counsel | Nashville | CFP | Percentage of assets |
| Jason Bonn | Woodmont Investment Counsel | Nashville | CFP | Percentage of assets |
| Lindsay Youngbauer | Woodmont Investment Counsel | Nashville | CFP | Percentage of assets |
| Nicole Hughes | Woodmont Investment Counsel | Nashville | CFP | Percentage of assets |
| William Welborn | Hoskins Financial | Nashville | CFP | Percentage of assets, Hourly |
| Benjamin Amos | RMG Advisors | Nashville | CFP | Percentage of assets, Hourly |
| Anthony Steffan | HS Wealth Partners | Nashville | CFP | Percentage of assets |
| Brian Kopinski | Woodmont Investment Counsel | Nashville | CFA | Percentage of assets |
| Carolyn Bennett | Woodmont Investment Counsel | Nashville | CFA | Percentage of assets |
| Jack Dupuy | Woodmont Investment Counsel | Nashville | CFA | Percentage of assets |
| Drew Echternach | Jefferson Bridge Capital | Nashville | CFP, CFA | Percentage of assets |
| Taylor Whitt | Cairn Financial Group | Nashville | CFP | Percentage of assets, Hourly |
| William Greene | Cairn Financial Group | Nashville | CFP | Percentage of assets, Hourly |
| Mauricio Cortes Resendiz | Fielder Capital Group LLC | Nashville | CFA, CFP | Percentage of assets, Fixed fees |
| Erik Roberts | Infinitus Wealth Management | Nashville | Not listed | Percentage of assets |
| William Jones | Boulevard Money | Nashville | Not listed | Percentage of assets, Flat fee or retainer |
| Daniel Alfi | Fifr | Nashville | Not listed | Flat fee or retainer, Ongoing planning fee |
| Daniel Frattali | HS Wealth Partners | Nashville | Not listed | Percentage of assets |
| Jack Henderson | HS Wealth Partners | Nashville | Not listed | Percentage of assets |
| Joshalyn Baca | HS Wealth Partners | Nashville | Not listed | Percentage of assets |
| Aaron Chow | The Pacific Financial Group | Nashville | Not listed | Percentage of assets |
| Alex Hidalgo | The Pacific Financial Group | Nashville | Not listed | Percentage of assets |
| Anthony Root | The Pacific Financial Group | Nashville | Not listed | Percentage of assets |
| Barrington Gist | Heritage Private Wealth | Nashville | Not listed | Percentage of assets, Hourly |
| Charles Kennedy | The Pacific Financial Group | Nashville | Not listed | Percentage of assets |
| Jennifer Rowe | The Pacific Financial Group | Nashville | Not listed | Percentage of assets |
| Joshua Ireland | Jefferson Bridge Capital | Nashville | Not listed | Percentage of assets |
| Julie Mochan | The Pacific Financial Group | Nashville | Not listed | Percentage of assets |
| Kaimele Searles | The Pacific Financial Group | Nashville | Not listed | Percentage of assets |
| Neil Nakagawa | The Pacific Financial Group | Nashville | Not listed | Percentage of assets |
| Parker Mosley | The Pacific Financial Group | Nashville | Not listed | Percentage of assets |
| Sirkka Wood | Cairn Financial Group | Nashville | Not listed | Percentage of assets, Hourly |
| Travis Edington | The Pacific Financial Group | Nashville | Not listed | Percentage of assets |
| Alex Bars | Creative Investment Group | Nashville | Not listed | Percentage of assets, Fixed fees |
| Bradley Bars | Creative Investment Group | Nashville | Not listed | Percentage of assets, Fixed fees |
| Camden Johns | Creative Investment Group | Nashville | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Newman | Decker Wealth Management | Nashville | Not listed | Percentage of assets, Fixed fees |
| Richard Bright | Decker Wealth Management | Nashville | Not listed | Percentage of assets, Fixed fees |
Want a shorter list in Nashville?
Tell us what you need and we'll narrow Nashville's 102 advisors to the few who fit.
Get matched in 2 minutes