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AJ Advisors

Updated today

Client assets under management

$392,048,374

Clients

414

30% high-net worth

Advisors

3

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

138

Very High

Average account size

$946,977

About

AJ Advisors serves individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates and charitable organizations. The firm offers both discretionary and non‑discretionary portfolio management, retirement‑plan advisory (including trustee‑directed and participant‑directed services), and stand‑alone financial planning and consulting when requested.

The firm operates two management approaches: a Strategic program using proprietary asset‑allocation models that separate portfolios into “core” (lower‑volatility) and “growth” (index/ETF and equity) sleeves, and a Traditional program that emphasizes individual bonds, qualified plan allocations and 529 account management. Portfolios are monitored on an ongoing basis, may include cash and cash‑equivalents as a deliberate defensive allocation (which are counted in assets under management), and the firm may select individual securities or recommend private investments to qualified clients.

Several features in the brochure are less common for a firm of this size and advisor count: AJ Advisors reached roughly $394 million in AUM despite being founded in 2022 and operating with a three‑advisor team, and it accepts ERISA fiduciary roles (including 3(21)/3(38) manager responsibilities) for workplace plans while offering participant education. The brochure also discloses a trade‑error policy that reimburses client losses and donates net gains to charity, that certain representatives are licensed to sell commission‑based insurance products, and that access to held‑away retirement accounts creates custody and reporting considerations.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Life insurance needs analysis

Fee options

Percentage

$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $1,500,000: 0.75% $1,500,001+: 0.50%

Project-based

$300 per hour for stand-alone financial planning and consulting services

Other

Fee-only: Fixed fees generally range from $500 to $5,000 for stand-alone financial planning and consulting services

Main office location

AJ Advisors

2726 Larmon Drive

Nashville TN 37204, United States

Number of offices

3

Most active in

Florida · Georgia · Indiana · New Hampshire · North Carolina · Tennessee · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

George Q

CFP®, Series 66

Nashville, TN

AJ Advisors

George Quinn is a CFP® with 15 years of industry experience, currently serving as an advisor at AJ Advisors since 2022. Prior to this, he spent 12 years at Quinn Stauffer Financial, LLC. He is also involved in part-time, commission-based life and health insurance sales outside of his advisory role. AJ Advisors is an SEC-registered investment adviser managing approximately $303 million for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, employing strategic asset-allocation and traditional investment programs, and provides retirement plan consulting and fiduciary services.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Life insurance needs analysis
user avatar

John S

CFP®, Series 63, Series 65

Nashville, TN

AJ Advisors

John Stauffer is a financial advisor at AJ Advisors with 17 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining AJ Advisors in 2022, he worked at Quinn Stauffer Financial, LLC for 13 years. He is also involved in part-time, commission-based life and health insurance sales outside of his advisory role. AJ Advisors is an SEC-registered investment adviser managing approximately $303 million across nearly 400 client relationships, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, standalone financial planning, and retirement plan consulting, utilizing strategic asset allocation and traditional management approaches with mutual funds, ETFs, and selected individual securities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Life insurance needs analysis
user avatar

Elijah C

Series 66

Nashville, TN

AJ Advisors

Elijah Culley is a financial advisor at AJ Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, he has been involved with St. George's Episcopal Church since 2024. AJ Advisors is an SEC-registered investment adviser managing approximately $303 million across nearly 400 client relationships. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches including strategic asset allocation and traditional bond-focused programs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Life insurance needs analysis
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