F
Family Tree Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,354,000
Total clients
24
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
24
Average account size
$514,750
About
Family Tree Wealth Advisors serves individual clients, including high-net-worth individuals, providing ongoing discretionary portfolio management and financial planning to a small client base with about $12.35 million in assets under management. The firm offers investment supervisory services and delivers financial planning on an hourly or one-time basis, with an account minimum typically set at $100,000 that the adviser may waive.
The adviser documents each client’s objectives in a customized Investment Policy Statement and relies on fundamental analysis while employing both long‑ and short‑term trading strategies, operating with discretionary trading authority. Client work is tailored rather than model‑based: the firm takes a holistic approach that gathers extended family information (children, grandchildren, parents) to inform planning, and implementation of financial plans is left to the client unless further services are engaged.
Compared with peers, the firm’s client roster is relatively small with a higher AUM‑per‑client concentration and it does not participate in wrap fee programs or accept outside sales compensation. Other notable operational features include permitting client‑directed brokerage, maintaining constructive custody only for fee deduction, and providing financial planning primarily as a one‑time deliverable with additional reports available for a fee.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Fee options
$1 - $500,000: 1.00% $500,001 - $1,500,000: 0.85% $1,500,001 - $4,000,000: 0.70% $4,000,001 - $10,000,000: 0.55% Above $10,000,000+: 0.40%
$150/hour
Account minimum: $100,000 (may be waived)
Main office location
Family Tree Wealth Advisors, LLC
2598 N Mt Juliet Rd, Suite 100
Mt Juliet TN 37122, United States
Number of offices
1
Most active in
Family Tree Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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