T
Tennessee Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$53,078,693
Clients
45
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
45
HighAverage account size
$1,179,527
About
Tennessee Wealth Management provides personalized investment advisory and financial planning services to individuals as well as to pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Services described in the brochure include modular and comprehensive financial planning, discretionary and non‑discretionary portfolio management, and recommendations to third‑party advisers when appropriate.
The firm’s investment approach is an asset‑allocation strategy informed by Modern Portfolio Theory, implemented using individual securities, mutual funds, bonds, cash and, most commonly, exchange‑traded funds; options may be used on occasion. Clients begin with a complimentary consultation and receive ongoing supervision, periodic rebalancing, and monitoring of any third‑party advisers selected to manage portions of a portfolio.
Notably, Tennessee Wealth Management offers portfolio management for institutional clients and pension consulting, services that are relatively uncommon among independent firms of its type. The brochure also discloses that the firm may recommend TPAs and, in certain circumstances, offset financial planning costs against advisory fees or commissions when an IAR provides insurance services, which can influence referral and compensation arrangements.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Options & derivatives strategies
Fee options
$500 to $10,000 depending on scope and complexity
$0 - $1,000,000: 0.75% annually $1,000,001 - $2,000,000: 0.60% annually $2,000,001 - $20,000,000: 0.50% annually $20,000,001+: 0.35% annually
$300.00 per hour (negotiable)
Main office location
Tennessee Wealth Management
Franklin TN, United States
Number of offices
1
Most active in
Tennessee Wealth Management 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:
-
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.
-
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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