Top financial advisors in Mt Juliet, TN
We’ve curated a list of the best financial advisors in Mt Juliet, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$9,612,000
Number of advisors
1 advisors
| $9,612,000 | 1 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 Mt Juliet, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mt Juliet. 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.
Family Tree Wealth Advisors, LLC
Family Tree Wealth Advisors, LLC is a Limited Liability Company established in Tennessee since August 2011, with Scott Frederick Davis as the principal owner. The firm offers Investment Supervisory Services tailored to individual client goals, including portfolio management, asset allocation, and risk monitoring. Financial Planning services cover investment, tax, retirement, and debt planning, with fees based on hourly rates. The firm primarily advises on mutual funds, equities, bonds, and other securities. Clients have the option to impose restrictions on investments based on personal values. Family Tree Wealth Advisors has assets under management totaling $11,884,000 as of 12/31/2024. Fees for Investment Supervisory Services range from 0.40% to 1.00% based on total assets managed, paid quarterly in advance. Financial Planning fees are charged at a fixed hourly rate. The firm does not participate in wrap fee programs and does not accept performance-based fees. Clients include individuals and high-net-worth individuals, with a minimum account size of $100,000, potentially waived based on client needs. Investment strategies focus on fundamental analysis, long-term and short-term trading, with an emphasis on risk management. Family Tree Wealth Advisors operates with discretion over client accounts, providing ongoing supervision and executing transactions with client authorization. Clients are responsible for third-party fees, and the firm does not receive compensation for the sale of securities.
$9,612,000 under management
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
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 Mt Juliet, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mt Juliet. 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.