Best Financial Advisors in Brentwood

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.6/5.0
Average Rating

Brentwood Financial Landscape

Brentwood boasts a robust economy with a mix of retail, healthcare, and professional services. Its proximity to Nashville enhances its economic opportunities.

Major industries
Healthcare, Retail, Professional Services
Population
40K (metro: 1.9M)
Median household income
$115,000
Unique needs
Brentwood requires tailored financial advice due to its high-income demographics and unique real estate market.
Market Insights
Economic Growth
According to BEA (2023), Brentwood's economy has seen steady growth, driven by a surge in healthcare and retail sectors.
Wealth Demographics
According to Census (2023), Brentwood's median income is approximately $115,000, reflecting its affluent population.
Advisor Specializations
Based on BLS (2023), financial advisors in Brentwood are increasingly focusing on high-net-worth individuals and estate planning.
Local Considerations
Cost of Living
According to BLS (2024), Brentwood's cost of living is higher than the national average, driven by housing and healthcare costs.
Real Estate Market
According to Zillow (2024), Brentwood's real estate market is competitive, with home prices rising due to demand and limited inventory.
Business Environment
According to Fortune (2024), Brentwood offers a favorable business climate with low taxes and a supportive local government.

Top 5 Financial Advisors in Brentwood

Cadence Wealth Advisors
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Mike Weed, CFP®|ChFC®|CPWA®|CEPA®|AAMS®|CRPC™|SE-AWMA®|CRPS™
★ ★ ★ ★ ★ 5
Seven Springs Wealth Group, LLC
★ ★ ★ ★ ★ 5
Edelman Financial Engines
★ ★ ★ ★ ★ 5
Thoroughbred Financial Services
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Brentwood, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Brentwood-Specific Expertise
For Brentwood residents working in Healthcare, Retail, Professional Services, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Brentwood's reliance on healthcare and retail sectors poses diversification risks. Rapid housing price increases may indicate a bubble. Monitor flood risks and economic shifts.

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Find Financial Advisors in Nearby Cities

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Memphis Nashville-Davidson Knoxville Chattanooga Clarksville Murfreesboro Franklin Jackson