Thoroughbred Financial Services, llc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,409,535,678
Total clients
2,393
24% high-net worth
Total advisors
33
of 34 employees
Firm size
Multi Team
Average clients per advisor
73
Average account size
$1,424,796
Client services
Fee options
Comprehensive financial plan fees quoted in advance, up to $10,000, minimum $500
$0 - $500,000: 1.75% $500,000 - $1,000,000: 1.50% to 1.75% depending on program $1,000,000 - $1,500,000: 1.25% to 1.75% depending on program $1,500,000 - $5,000,000: 1.00% to 1.15% depending on program $5,000,000+: Negotiated fees (less than 1.15%)
Commissions charged on certain transactions and insurance products
Account minimum: $100,000 Minimum fee: $500 minimum fee for comprehensive financial plan Fee-only: Advisory fees based on asset tiers, negotiable; comprehensive financial planning fees up to $10,000 (minimum $500)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Thoroughbred Financial Services, llc
5110 Maryland Way, Suite 300
Brentwood TN 37027-7508, United States
Number of offices
4
Advisors at this firm
Patrick P
CFP®, Series 63
Brentwood, TN
Thoroughbred Financial Services, llc
Colton H
Series 66
Brentwood, TN
Thoroughbred Financial Services, llc
Mark M
Series 63
Brentwood, TN
Thoroughbred Financial Services, llc
William W
CFP®, Series 63
Brentwood, TN
Thoroughbred Financial Services, llc
Heather H
CFP®, Series 63, Series 65
Brentwood, TN
Thoroughbred Financial Services, llc
Michael R
ChFC®, Series 63
Brentwood, TN
Thoroughbred Financial Services, llc
Phillip P
Series 63
Brentwood, TN
Thoroughbred Financial Services, llc
Jason W
Series 63, Series 65
Brentwood, TN
Thoroughbred Financial Services, llc
Daniel C
Series 63, Series 65
Brentwood, TN
Thoroughbred Financial Services, llc
Christopher P
Series 66
Brentwood, TN
Thoroughbred Financial Services, llc
Thomas W
Series 63, Series 65
Brentwood, TN
Thoroughbred Financial Services, llc
Thomas P
Series 63
Brentwood, TN
Thoroughbred Financial Services, llc
Michael G
Series 63, Series 65
Brentwood, TN
Thoroughbred Financial Services, llc
Daniel P
Series 66
Brentwood, TN
Thoroughbred Financial Services, llc
John A
Series 63
Brentwood, TN
Thoroughbred Financial Services, llc
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