Skela Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Skela Financial is a state-registered investment adviser formed in 2025 that provides fee-based, discretionary investment management and financial planning. The firm’s brochure indicates it serves entities such as pooled vehicles, trusts, estates, charitable organizations and business clients, consistent with its classification as an investment manager that primarily handles institutional or pooled assets.
Skela describes a tactical allocation approach implemented across a wide array of securities and may use fundamental, technical and cyclical analysis to tailor portfolios to client objectives and risk tolerances. The firm also provides financial planning services and states it will tailor advisory services based on client meetings and imposed investment restrictions when applicable.
Noteworthy for a firm in this category, Skela explicitly offers to recommend and oversee unaffiliated third‑party money managers through managed account programs, retaining ongoing monitoring and oversight of sub‑advisors. The brochure also discloses that the firm uses hourly and fixed‑fee billing for financial planning (an uncommon billing practice among investment managers) and reported no client assets under management as of December 31, 2025, reflecting its recent formation and small scale.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
General tax planning
Retirement income strategy
Cash flow / budgeting
Fee options
Up to $15,000 per financial plan, negotiable
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.90% $10,000,001+: 0.75%
$250 per hour, negotiable
Account minimum: $750,000 Fee-only: Financial planning hourly fee at $250 per hour (negotiable), Fixed fees up to $15,000 per plan (negotiable)
Main office location
Skela Financial
3401 Mallory Lane, Suites 100 & 200
Franklin TN 37067, United States
Number of offices
2
Most active in
Skela Financial has reported serving >5 clients in these states in the last 12 months.
Florida · 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:
-
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
Quick links
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