Rayburn West Financial Services

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Client assets under management

$242,062,098

Clients

141

42% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,716,752

About

Rayburn West Financial Services serves individual and high‑net‑worth clients, as well as select pension plans and corporate clients, providing wealth management that combines portfolio management and financial planning. Its services include discretionary and non‑discretionary investment management, comprehensive financial planning, and specialized consulting for business owners planning an exit.

The firm emphasizes tailored asset‑allocation strategies that combine fundamental and cyclical analysis and may use both active and passive investment vehicles, with a general preference for longer‑term holdings. Rayburn West operates as a fee‑only fiduciary and directs clients to custody assets at a recommended institutional custodian for execution, reporting, and account administration.

A distinctive feature is that a firm principal maintains an insurance license but does not sell insurance products to clients and disclaims any affiliation with insurance carriers. The firm has recently added exit‑readiness and owner‑transition services, including transaction‑stage and ongoing planning arrangements designed to support business owners through sale, rollover, or succession events.

Client services

Financial planning Portfolio management

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fees for Exit Readiness/Owner Transition Financial Planning ($6,000 to $15,000) and Comprehensive Financial Planning ($2,500 to $5,000)

Percentage

$0 - $50,000: 1.50% $50,001 - $250,000: 1.25% $250,001 - $500,000: 1.15% $500,001 - $750,000: 1.10% $750,001 - $1,000,000: 1.05% $1,000,001 - $2,000,000: 1.00% $2,000,001+: Negotiated on a case by case basis

Subscriptions

Monthly fixed fees for Transaction-Stage Planning ranging from $2,000 to $4,000

Other

Fee-only: Fixed fees for financial planning services ranging from $2,500 to $15,000, monthly fees $2,000 to $4,000 for ongoing planning

Main office location

Rayburn West Financial Services

4117 Hillsboro Pike, Suite 208

Nashville TN 37215, United States

Number of offices

Most active in

Tennessee

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

YouTube Website 615-386-6932

Advisors at this firm

Charles W

Series 63, Series 65

Nashville, TN

Rayburn West Financial Services

Charles West is a financial advisor at Rayburn West Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Stifel and Piper Sandler. Rayburn West Financial Services provides wealth management services to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm combines investment management with financial planning and offers specialized consulting for business owners on exit readiness and owner transition.

Founder/Business Owner

Charles W

Series 63, Series 65

Nashville, TN

Rayburn West Financial Services

Charles West is a financial advisor at Rayburn West Financial Services in Nashville, TN, with 34 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Purshe Kaplan Sterling Investments for seven years. Rayburn West Financial Services provides wealth management to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers specialized services for business owners, including exit readiness and owner transition consulting, combining investment management with financial planning through client-specific policies and a mix of passive and active investment strategies.

Founder/Business Owner

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