Fee-Only Financial Planners in Franklin, TN

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Franklin, TN:

Taylor Bauerle

Kairos Private Wealth

Franklin, TN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Lake Mary, FL, serving clients locally and across the country

Mel Bond

CFA®, CFP®, CKA®

Oasis Wealth Planning Advisors

Franklin, TN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning

Mel Bond is a Fee-Only, tax focused, holistic financial planner serving as part of a team for clients in Middle Tennessee, Metro Atlanta, GA, Florida, Alabama and beyond with in-person or virtual meetings.

Allan Phillips

CFP®

Tree Street Advisory, LLC

Franklin, TN

Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, Investment Management, College Education Planning

Objective financial guidance for physicians and e-commerce business owners

Sam H. Fawaz

CFP®, CPA, PFS, MST

Y.D. Financial Services, Inc.

Franklin, TN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Canton, MI and Brentwood, TN serving clients locally and across the country

Steve Martin

CFP®, CPA, JD

Oasis Wealth Planning Advisors

Franklin, TN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Preparation, Investment Management, Business Succession Planning, Executive Compensation, Social Security and Pension Analysis

Fee-Only, Tax Focused Financial Planners serving as part of an experienced team for clients in Middle Tennessee, Metro Atlanta, Florida, Huntsville (Alabama), Indianapolis and beyond through in-person and video conferencing.

Donna Wood

CPA/PFS, CFP®

Wood Smith Advisors

Franklin, TN

Specialties: Women’s Finances, Comprehensive Financial Planning, Investment Management, Financial Independence Planning, College Education Planning

Fee Only Financial Planning and Investment Advisory firm serving the greater Franklin, TN area including Williamson, Davidson, and Cheatham counties, as well as clients in the Northern Virginia/ Washington D.C. Area and U.S. Citizens worldwide.

Carl von dem Bussche

CFP®, AIF®

Financial Guidance Group, Inc

Franklin, TN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Carl F. von dem Bussche, Sr. of Financial Guidance Group, Inc. is a Tampa Bay, FL & Franklin, TN financial advisor that specializes in financial planning & wealth management. His sons, Christoph and Carl Jr, are also advisors with the firm.

Brian Preston

Abound Wealth Management, LLC

Franklin, TN

Philip Watson

Philip M. Watson Financial Advisors

Franklin, TN

Melvin Spain

Spain Wealth Management, LLC

Franklin, TN

Bo Hanson

Abound Wealth Management, LLC

Franklin, TN

Mitchell Anderson

EFinancial Alliance

Franklin, TN

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

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