Nashville Financial Planning

Overview

Nashville Financial Planning is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and families, including small-business owners. The firm runs a compact advisory practice that favors equity-centered portfolios — exchange-traded equities and ETFs are the primary building blocks — and blends fee models across percentage of AUM, hourly consulting and fixed fees for planning engagements. Advisory services are directed at a small client base, with active discretionary management reported across the firm’s assets. The firm is not positioned as an ESG-focused manager and does not identify as a multi-state adviser. Its business activities center on personalized planning and portfolio management rather than being a capital allocator or pension consultant. Given the client mix and fee options, the practice appears oriented toward hands-on relationships and customized solutions for a limited number of households.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices