Fee-Only Financial Planners in Nashville, 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 Nashville, TN:

Sam H. Fawaz

CFP®, CPA, PFS, MST

Y.D. Financial Services, Inc.

Brentwood, 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

Justin Porter

CFP®, CPA, PFS, JD

Porter Wealth Management, LLC

Nashville, TN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Charitable Planning

CFP®, CPA, PFS, JD - Specialized in retirement distribution planning, tax minimization, and estate planning strategies to maximize the wealth you have worked so hard to create

I can work with clients anywhere!

Stephanie Sammons

CERTIFIED FINANCIAL PLANNER™

Sammons Wealth Management

Nashville, TN

Specialties: Retirement Planning, Portfolio Management, Tax Planning, Retirement Income Planning, Restricted Stock and Stock Option Compensation

Peace of mind retirement planning and wealth management for 50+ LGBTQ individuals and couples.

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.

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.

Mel Bond

CFA®, CFP®, CKA®

Oasis Wealth Planning Advisors

Nashville, 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.

Steve Martin

CFP®, CPA, JD

Oasis Wealth Planning Advisors

Nashville, 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.

Kyle Attarian

MBA, CFA®, CFP®, AIF®

Plancorp

Nashville, TN

Specialties: Comprehensive Financial Planning, Corporate Retirement Plans, Investment Management, College Education Planning, Business Succession Planning, Institutional Asset Management, Multi-Generational Wealth Management

Fiduciary, fee-only financial planner located in Nashville, TN, serving clients locally and across the country

Shaun Melby

CFP®

Melby Wealth Management, LLC

Nashville, TN

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

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

Robert DeLucas

CFP®, ChFC®, RICP®, MBA

Afton Advisors

Brentwood, TN

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

We work with business professionals, executives, and medical professionals virtually, throughout the country, and in our local Nashville, Brentwood, and Middle Tennessee markets

Stephen Vogel

Corvus Capital Management

Nashville, TN

Brett Walters

CFP®

TBH Global Asset Management

NASHVILLE, TN

James Ferguson

CFP®

Roan Capital Partners

Gray, TN

Phil Rutterer

CFP®

Rutterer Planning, LLC

Nashville, TN

Lindsay Youngbauer

CFP®, RICP®

Woodmont Investment Counsel

Nashville, TN

Brandon Littleton

Form Advisory Group

Nashville, 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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