Top financial advisors in Hendersonville, TN
We’ve curated a list of the best financial advisors in Hendersonville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$83,725,504
Number of advisors
2 advisors
| $83,725,504 | 2 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 Hendersonville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Hendersonville. 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.
Coordinated Wealth Management, L.l.c.
Coordinated Wealth Management, LLC is a registered investment adviser established in 2006 and based in Hendersonville, TN. The firm offers investment advisory services to various clients, including individuals, business entities, and retirement plans. Clients can engage the firm for discretionary and non-discretionary investment advisory services, financial planning, and consulting services. The annual fixed fees typically range from $5,000 to $25,000, depending on factors such as the services required and the complexity of the engagement. The firm may recommend the services of other professionals, including licensed insurance agents, but clients are not obligated to engage them. Additionally, the firm provides retirement plan consulting services in coordination with Buckingham Retirement Solutions. Coordinated Wealth Management does not accept performance-based fees, and it acts as a fiduciary when providing retirement rollover recommendations. The firm does not participate in wrap fee programs and does not receive compensation from the sale of securities. Clients are encouraged to review financial planning issues annually, and account reviews are conducted regularly. The firm's investment strategies include long-term and short-term purchases, primarily involving mutual funds, ETFs, and individual equity and fixed income products. Coordinated Wealth Management does not vote client proxies and does not have custody of client assets. The firm maintains a Code of Ethics and personal securities transaction policy to prevent conflicts of interest. Clients are provided with written transaction confirmations and account statements regularly. The firm does not have any disciplinary actions or financial conditions that could impair its ability to meet commitments.
$83,725,504 under management
2 advisors
Fee structure
Fixed fees
PERCENTAGE OF RETIREMENT PLAN ASSETS
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesEducational Seminars/workshops
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 Hendersonville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Hendersonville. 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.
Your first meeting is free.