Music Row Wealth Management logo

Music Row Wealth Management

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Client assets under management

$412,008,995

Clients

349

16% high-net worth

Advisors

3

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

116

Very High

Average account size

$1,180,542

About

Music Row Wealth Management provides discretionary investment management, financial planning, pension consulting, and business consulting services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, business entities, and pension and profit‑sharing plans. The firm reports approximately $431.7 million in discretionary assets under management across roughly 349 client relationships and also facilitates access to third‑party advisers and private fund investments.

The firm generally implements diversified, risk‑based portfolios using no‑load mutual funds, ETFs, individual equities, and fixed income, with occasional allocations to private funds and options, and conducts ongoing account monitoring and periodic reviews. Adviser services include standalone financial planning and the ability to recommend or retain independent third‑party advisers, and it provides pension plan consulting while acting as an ERISA fiduciary where applicable.

Notable distinctions include the firm’s role as a sponsor/manager of private investment vehicles (the Opportunity Funds), with firm principals controlling the fund general partner and an affiliated investment manager that is separately registered—arrangements the brochure discloses as creating conflicts of interest when funds are recommended. Compared to similarly sized supported firms, Music Row’s client mix and service set extend beyond typical retail wealth management to include business and institutional plan clients and, in some instances, banking or thrift institution clients, a less common profile among peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Options & derivatives strategies Charitable giving & philanthropy Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

$0 - $1,000,000: 1.25% annually $1,000,001 - $3,000,000: 0.85% annually $3,000,001 - $5,000,000: 0.75% annually Above $5,000,000+: 0.60% annually

Other

Account minimum: $500,000 Fee-only: Financial planning fees range from $1,000 to $5,000 per annum; consulting fees up to $20,000 depending on scope

Main office location

Music Row Wealth Management

1614 16 Th Avenue South

Nashville TN 37212, United States

Number of offices

1

Most active in

California · Massachusetts · Tennessee · Texas

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

James H

CFP®, Series 63, Series 66

Nashville, TN

Music Row Wealth Management

James Hackney is a CFP® with 24 years of industry experience and is currently affiliated with Music Row Wealth Management in Nashville, TN. His prior experience includes roles at Northwestern Mutual and leadership positions at MRWM Capital Partners and related entities. Outside of financial advisory, he co-hosts Songwriter Soup LLC, a podcast that interviews music industry professionals. Music Row Wealth Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans with discretionary investment management, financial planning, and consulting services. The firm employs a risk-based, diversified investment approach and sponsors private funds, managing approximately $397 million in discretionary assets.

Private / alternative investments Options & derivatives strategies Charitable giving & philanthropy Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Laura D

CFP®, ChFC®, Series 63

Nashville, TN

Music Row Wealth Management

Laura Davis is a CFP®, ChFC®, and holds a Series 63 license with 20 years of industry experience. She currently works at Music Row Wealth Management, where she has been since 2022, following prior roles at Robert Baird & Co., Hilliard Lyons, First Tennessee Bank, and Northwestern Mutual Investment Management. Music Row Wealth Management serves individuals, trusts, estates, business entities, charitable organizations, and pension and profit-sharing plans. The firm employs a risk-based, diversified investment approach and offers discretionary management, financial planning, and consulting services, while also sponsoring and managing private funds.

Private / alternative investments Options & derivatives strategies Charitable giving & philanthropy Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Cynthia D

Series 63, Series 66

Nashville, TN

Music Row Wealth Management

Cynthia Durdin is a financial advisor at Music Row Wealth Management with 20 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of her advisory role, she performs as a square dancer at the Grand Ole Opry and is a commissioned notary public. Music Row Wealth Management serves individuals, trusts, estates, business entities, charitable organizations, and pension and profit-sharing plans. The firm employs a risk-based, diversified investment approach and offers discretionary management, financial planning, consulting services, and private fund management.

Private / alternative investments Options & derivatives strategies Charitable giving & philanthropy Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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