Advisor at Arete Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Arete Wealth Advisors, LLC
Location
Nashville, TN 37214
Credentials
Series 66
Industry experience
3 years
Brent Franklin is a financial advisor at Arete Wealth Advisors, LLC in Nashville, TN, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Center Street Securities, Springboard, Lyft Inc, and Bank of the West. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of advisor-driven and proprietary model allocations and acts as an ERISA fiduciary when applicable.
Based on Arete Wealth Advisors, LLC
Based on Arete Wealth Advisors, LLC
Flat fixed fees for financial planning services, negotiated between Advisor and Client
$0 - $249,000: 3.00% $250,000 - $749,999: 2.50% $750,000 - $1,499,999: 2.00% $1,500,000 - $4,999,999: 1.75% $5,000,000+: 1.50%
Arete Advisors may receive commissions from insurance sales through affiliated insurance agency
Hourly fees for financial planning services, negotiated between Advisor and Client
Performance-based fees or carried interest ranging from 5% to 20% on certain private funds as disclosed in offering documents
Account minimum: $50,000 (generally required initial minimum account balance, may be waived based on individual needs and complexity) Fee-only: Hourly fees and flat fixed fees for financial planning services, negotiated between Advisor and Client
555 Marriott Drive, Suite 275
Nashville, TN 37214
Tennessee
Arete Wealth Advisors
2024 - Present (2 years)
Arete Wealth Management, LLC
2023 - Present (3 years)
Center Street Securities
2022 - 2023 (1 year)
Springboard
2020 - 2022 (2 years)
Unemployed
2020 - 2020 (1 year)
Lyft Inc
2016 - 2020 (4 years)
Bank of the West
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Nashville, TN
Center Hill Wealth, LLC
Series 63, Series 65
Mount Juliet, TN
Roman Wealth Management, LLC
Series 66
Nashville, TN
Boulevard Money
CFP®, Series 66
Nashville, TN
Dirigo Private Wealth
Series 63, Series 65, Series 66
Mt Juliet, TN
Moore Wealth Partners, LLC
CFA®, Series 66
Nashville, TN
Lotus Asset Management Limited Liability Company
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