Top financial advisors in Cookeville, TN
We’ve curated a list of the best financial advisors in Cookeville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$41,648,732
Number of advisors
3 advisors
| $41,648,732 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Cookeville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Cookeville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Retirement Specialty Group, Inc.
Retirement Specialty Group, Inc. is a registered investment adviser based in Tennessee, established in 2012 and registered in 2021. The firm specializes in providing investment supervisory services, financial planning, and ERISA plan services to various clients, including individuals, high-net-worth individuals, and institutional investors. Clients are required to enter into written agreements with the firm before receiving services, and the firm offers a variety of services tailored to individual needs. The firm may use fundamental and technical analysis in its investment strategies, which include long-term purchases, short-term purchases, trading, margin transactions, and short sales. The firm charges fees for discretionary investment management services negotiated up to 1.80% of assets under management annually. RSG does not charge performance-based fees and does not manage performance-based and non-performance-based accounts simultaneously. The firm does not have a minimum initial investment requirement but reserves the right to decline engagements based on various factors. RSG has disclosed disciplinary information related to a civil enforcement action involving fraudulent promissory notes. The firm does not receive compensation for the sale of securities or other investment products and maintains a Code of Ethics to ensure fair dealing with clients. Clients' accounts are held at third-party custodians, and the firm accepts discretionary authority to manage securities accounts on behalf of clients. RSG does not vote client securities proxies and maintains confidentiality of client information as per the Gramm-Leach-Bliley Act. The firm has implemented practices for disaster recovery and business continuity.
$41,648,732 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Cookeville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Cookeville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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