Brett Walters

CFP®

Trident Financial Planning

Principal

Brett Walters

CFP®

Trident Financial Planning

Principal

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brett Walters, CFP®

Fee-Only Financial Planner serving clients across the country.

Brett Walters is a Nashville, TN fee-only financial planner. Trident Financial Planning provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Brett Walters is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

A seasoned advisor with a strong and unique academic and professional background, Brett founded Trident Financial Planning with the vision of providing busy families the valuable resources they need to make sound financial decisions. As a former Navy SEAL, Brett’s unparalleled experience taught him discipline, attention to detail, diligence, and perseverance - qualities he shares with his clients. To continue his professional development, he earned the Certified Financial Planner™ certification and is a lifelong learner. A family man himself, Brett lives with his wife and son in Music City Nashville, TN, where he enjoys fishing, hunting, and spending time with his beautiful, happy family.

Brett Walters is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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 Riskalyze software
    • 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 $1500 - $3,600/year, depending on complexity and circumstances
      • $1,000 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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Growing Families
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Brett Walters is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Brett Walters is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Brett Walters is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • XY Planning Network
    Brett Walters is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Brett Walters

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Office Locations:

  • 15 Music Square W
    Ste B
    Nashville, TN 37203

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