Advisor at Studdard Financial, LLC
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Firm
Studdard Financial, LLC
Location
Germantown, TN 38138
Credentials
CFP®, Series 63
Industry experience
32 years
Byron Studdard is a CFP® professional with 32 years of experience in the financial industry. He is the principal of Studdard Financial, LLC, an independent firm he has led since 2012. Outside of his advisory work, he holds ownership interests in residential real estate ventures. Studdard Financial provides financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm employs a combination of asset allocation with fundamental and technical analysis, offers comprehensive ancillary analyses, and delivers regular market updates, operating as a small, solo-practitioner practice.
Based on Studdard Financial, LLC
Based on Studdard Financial, LLC
Fixed fees ranging from $500 to $5,000 for complex financial planning or consulting services
$0 - $250,000: 2.1% $250,001 - $500,000: 1.75% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% $1,000,000+: 1.00%
Up to $250 per hour for financial planning services
Account minimum: $250,000 Fee-only: Hourly rate up to $250/hour for financial planning; Fixed fees range from $500 to $5,000 for complex financial planning
1922 Exeter Rd, Suite 23
Germantown, TN 38138
Florida · Tennessee · Texas
Studdard Financial Llc
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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