Nashville Financial Planning

Overview

Nashville Financial Planning is structured as a limited liability company operating as an independent registered investment adviser focused on individual and family clients. Ownership is reported as individual; the firm delivers financial planning and discretionary portfolio management targeted at individuals and small businesses. Its fee arrangements include asset-based fees, hourly billing and fixed-fee engagements. The adviser does not identify as an active ESG investor, is not positioned as a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives