Brett  Walters

Brett Walters

| CFP®

Trident Financial Planning

615-266-6493

Contact Me

Fee-Only Financial Planner serving clients across the country.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Website

Visit Us

15 Music Square W
Ste B
Nashville, TN 37203

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Brett Walters is a Nashville-based fee-only fiduciary financial planner serving clients across the country. Trident Financial Planning, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Brett Walters is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

PROFESSIONAL

In choosing to work with Brett as your trusted advisor, you gain access to a financial planner with a strong and unique academic and professional background. His advisory career began after completing college at the University of Colorado - Denver where he earned a degree, with honors, in finance. Later, he earned the Certified Financial Planner™ certification to continue to develop professionally. Brett's professional experience includes serving in the role of financial advisor within a large national firm as well as at an independent, boutique planning firm. Today,  he has the pleasure to serve you as an independent advisor and founder of Trident Financial Planning, LLC.

SERVICE

Brett's path through life has been nontraditional and service oriented. After graduating high school, he set out for a challenge and ultimately joined the U.S. military ranks in the Navy SEAL teams. In the presence of heroes, Brett served five years, including two overseas deployments. This unparalleled experience taught him innumerable lessons. Chief among them include discipline, attention to detail, diligence, and perseverance. These are but a few qualities he shares with his clients.

FAMILY

Often, Brett feels like the wealthiest man in the world, but he doesn't measure this feeling by luxury or extravagance. Instead, Brett measures his abundance by something more valuable. He has a beautiful, happy family with whom spending time is his favorite activity. Together, they live in a comfortable house in the fantastic Rocky Mountain foothills. Brett's passion is improving the lives of others. He is thankful to have the pleasure of being able to do so through such a rewarding career, with just enough spare time to combine his favorite activity with snowboarding, biking, fly-fishing, and everything else Colorado has to offer. 

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Trident Financial Planning, LLC is a Fee-Only financial services firm as defined by the National Association of Personal Financial Advisors (NAPFA) and the Certified Financial Planner's (CFP®) Board of Standards. 

Foundational Wealth

 Ongoing Financial guidance

  • includes the following benefits:
    • Initial consultation for evaluation, analysis, design, and implementation of financial plan
    • Account Aggregation and cash flow management through Yodlee  
    • Online Virtual vault for secure storage and transmission of important financial documents
    • Full access to online portal for Money Guide Pro for interactive financial planning
    • Annual risk tolerance evaluation using Finametrica or Riskalyze software
    • Full subscription to Identity Force UltraSecure identity theft service
    • Unlimited support, quarterly goal reviews, and annual face-to-face/virtual comprehensive reviews
    • Invitation to exclusive client events and education materials
  • engaged on a subscription basis, paid monthly in arrears.
    • Full access to Foundational Wealth ranges from $125-$200 per month, depending on complexity
      • $499 one-time engagement fee 

Investment Stewardship

Allocation and Account management

  • Includes the following benefits:
    • Annual risk tolerance evaluation using Finametrica or Riskalyze software
    • Asset allocation and threshold rebalancing
    • Anytime portfolio allocation and performance reporting 
    • Quarterly investment reports and annual face-to-face/virtual comprehensive reviews
    • No platform or annual account fees. Please see form ADV for more details on transaction fees by custodian.
  • Fees are based on average daily balance, billed quarterly, and in arrears.
    • Fee schedule is flat and based on first dollar:
      • $1 - $499,999  --------------------------- 1.25%
      • $500,000 - $999,999 ------------------- 1.00%
      • $1,000,000 - $2,499,999 -------------- 0.75%
      • $2,500,000+ ----------------------------- negotiable

Package Engagement - Foundational Wealth and Investment Stewardship

  • If both Foundational Wealth and Investment Stewardship are included in the engagement, the fees on investment management are discounted by 0.25% - 0.50%. 

 

COMPLEMENTARY SERVICES

  • Full access to Monthly newsletter, blog posts, social media, and library content on www.TridentFinancialPlanning.com
  • Invitation to public educational events. 
  • Introductory consultations with friends and family members of firm clients. 

 

Financial Planning as needed

  • Comprehensive Financial Plan

    • $2,500, due in two installments; half at engagement, and half at satisfactory completion 
    • Fully customized and personalized financial plan
      • Guidance on asset allocation, cash flow and savings needs, risk management, estate, and tax. 
      • Includes six months of Foundational Wealth service to aid in implementation 
  • Project Based

    • For specific tasks, hiring me to tackle a simple financial planning project can be a great introduction into the value of Trident Financial Planning, LLC.
    • Examples include: review of employee benefits, asset allocation design, life insurance policy design, accumulation planning, college planning, etc.
    • $100 to $500, based on complexity
  • Hourly engagement

    • For project based or comprehensive financial planning check-ins and check-ups, you can hire me by the hour for reviews or follow-on work. 
    • $250/hour, billed in 15 minute increments.
      • An estimate will be provided prior to engagement.
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