TN · Brentwood

Fiduciary advisors in Brentwood, TN

5 advisors with offices in Brentwood. Credentials, fee structures, and minimums are disclosed on each listing.

5 listed

5 results in Brentwood

Cadence Wealth Advisors

Brentwood, Tennessee

Cadence Wealth Advisors, based in Brentwood, Tennessee, offers financial planning and investment management services to clients seeking to build, protect, or preserve wealth. The firm employs a goals-based planning approach with an emphasis on ongoing client relationships, addressing retirement planning, multigenerational wealth strategy, insurance evaluation, and estate planning guidance. Founded in 2017, the firm structures its work around a team model and maintains transparent fee and reporting practices.

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Merrill Lynch Wealth Management

★5.0(2)

Brentwood, Tennessee

Wirehouse

Investment Management Wealth Management

Merrill Lynch Wealth Management is a wirehouse firm in Brentwood, Tennessee. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

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Schadel Financial Group

★5.0(9)

Brentwood, Tennessee

CLU

Estate Planning Investment Management Retirement Planning +3

Schadel Financial Group, based in Brentwood, Tennessee, serves individuals, families, and business owners in Nashville, Charlotte, and surrounding areas. Led by President David Schadel, CFP®, CRPC®, the firm offers estate planning, retirement planning, tax planning, investment management, and insurance analysis, with particular expertise in wealth management and small-business financial strategy. The firm emphasizes a multi-phase planning process that addresses clients' specific goals, risk tolerance, and personal circumstances rather than focusing solely on investment management.

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Wealth Enhancement Group

★5.0(1)

Brentwood, Tennessee

Wealth Enhancement Group is an investment advisory firm in Brentwood, Tennessee. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

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Wealth Enhancement Group - Nicole Webb

★5.0(1)

Brentwood, Tennessee

Wealth Enhancement Group - Nicole Webb is an investment advisory firm in Brentwood, Tennessee. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

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Financial advisors in Brentwood, Tennessee

Advisors serving Brentwood specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Tennessee's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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