Advisor at Cravens & Company Wealth Management
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
Cravens & Company Wealth Management
Location
Cookeville, TN 38501
Credentials
Series 63, Series 65
Industry experience
29 years
Private Client Service fixed fee starting at $10,000; Family Office Service fixed fee starting at $20,000; Business consulting project fees from $2,500 to $10,000.
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.55%
Business consulting hourly fees range from $50 to over $200 per hour, depending on staff level; Senior Advisors at $200+/hour, Lead Advisors $100-$200/hour, Professional/Admin Staff $50-$100/hour.
Account minimum: $1,000,000 Minimum fee: $10,000 annual minimum fee, negotiable at discretion Fee-only: Investment advisory services offered on a fee-only basis; no commissions on advisory fees.
Osaic Wealth, INC.
2023 - Present (3 years)
Cravens and Company Advisors LLC
2009 - Present (17 years)
FSC Securities Corporation
2009 - 2023 (14 years)
Progressive Savings Bank
2009 - 2020 (11 years)
Rains Agency Inc.
2009 - 2020 (11 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.
Is not active or affiliated with:
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.
Series 66
Cookeville, TN
Edward Jones
CFP®, Series 66
Cookeville, TN
Edward Jones
CFA®, Series 66
Cookeville, TN
RidgeBrooke Capital Management LLC
ChFC®, Series 65
Cookeville, TN
RidgeBrooke Capital Management LLC
Series 65
Cookeville, TN
Cravens & Company Wealth Management
Series 63
Cookeville, TN
Cravens & Company Wealth Management
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