Top Picks · Brentwood
Best Financial Advisors in Brentwood, TN
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As of July 2026, RatingsNearMe ranks 16 financial advisors in Brentwood, TN by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Cadence Wealth Advisors with a 5.0-star rating from 27 Google reviews and an RNM Score of 76/100. Also in the top tier: Keystone Financial Resources LLC and Edward Jones - Financial Advisor: Mike Weed, CFP®|ChFC®|CPWA®|CEPA®|AAMS®|CRPC™|SE-AWMA®|CRPS™. The average rating across all listed financial advisors in Brentwood is 4.7 stars from 8 reviews per business on average.
Financial advisors in Brentwood typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Capital Wealth Advisors
Capital Wealth Advisors stands out as the top-ranked firm in Brentwood due to its comprehensive wealth management services and strong reputation among local clients.
Most Reviewed
Capital Wealth Advisors
A high number of reviews reflects a larger client base and consistent feedback, which can indicate reliability and trust in the local community.
When choosing a financial advisor in Brentwood, prioritize firms that align with your specific financial goals and offer clear fee structures. It's also wise to schedule initial consultations with multiple advisors to compare their approaches and expertise.
Local Market Snapshot
16
Businesses listed
4.7★
Avg rating
8
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 5.0 stars from 27 Google reviews in Brentwood.
1616 Westgate Cir #230, Brentwood, TN 37027, USATrusted by clients with a 4.8-star rating from 36 reviews.
7112 Crossroads Blvd #101, Brentwood, TN 37027, USATrusted by 17 clients, this advisor holds a perfect 5.0-star rating.
100 Westwood Pl Suite 420, Brentwood, TN 37027, USAFinancial Advisors Rankings in Brentwood, TN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Cadence Wealth Advisors1616 Westgate Cir #230, Brentwood, TN 37027, USA | 5.0★ | 27 |
| #2 | Keystone Financial Resources LLC7112 Crossroads Blvd #101, Brentwood, TN 37027, USA | 4.8★ | 36 |
| #3 | Edward Jones - Financial Advisor: Mike Weed, CFP®|ChFC®|CPWA®|CEPA®|AAMS®|CRPC™|SE-AWMA®|CRPS™100 Westwood Pl Suite 420, Brentwood, TN 37027, USA | 5.0★ | 17 |
| #4 | Southern Oak Wealth Group5205 Maryland Way Suite 320, Brentwood, TN 37027, USA | 5.0★ | 8 |
| #5 | Edelman Financial Engines12 Cadillac Dr Suite 450, Brentwood, TN 37027, USA | 5.0★ | 1 |
| #6 | Burney Wealth Management105 Westpark Dr Suite 370, Brentwood, TN 37027, USA | 5.0★ | 7 |
| #7 | Rooted Wealth Advisors9005 Overlook Blvd, Brentwood, TN 37027, USA | 5.0★ | 1 |
| #8 | Wellness Financial Advisors10 Cadillac Dr #300, Brentwood, TN 37027, USA | 1.0★ | 1 |
| #9 | Luken Wealth Management136 Frierson St, Brentwood, TN 37027, USA | 5.0★ | 16 |
| #10 | Trajan Wealth214 Overlook Cir Suite 200, Brentwood, TN 37027, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Brentwood
Earns a perfect 5.0-star rating from 8 Google reviews in Brentwood.
5205 Maryland Way Suite 320, Brentwood, TN 37027, USA
Exceptional 5.0-star rating from a handful of Google reviews in Brentwood.
12 Cadillac Dr Suite 450, Brentwood, TN 37027, USA
Trusted Brentwood financial advisor with a perfect 5.0 rating from 7 client reviews.
105 Westpark Dr Suite 370, Brentwood, TN 37027, USA
Exceptional 5.0-star rating from a handful of Google reviews.
9005 Overlook Blvd, Brentwood, TN 37027, USA
Rated 1.0 stars from one Google review, indicating mixed early feedback.
10 Cadillac Dr #300, Brentwood, TN 37027, USA
5.0 stars from 16 reviews, reflecting exceptional client satisfaction in Brentwood.
136 Frierson St, Brentwood, TN 37027, USA
Rated 5.0 stars from 1 Google review, this local advisor is highly regarded.
214 Overlook Cir Suite 200, Brentwood, TN 37027, USA
Rated 5.0 stars from a small number of Google reviews.
1600 West End Ave #1550, Nashville, TN 37203, USA
Trusted by 6 clients with a perfect 5.0-star rating.
10 Cadillac Dr Suite 300, Brentwood, TN 37027, USA
4.5 stars from 2 reviews, reflecting strong early client satisfaction.
112 Westwood Pl #160, Brentwood, TN 37027, USA
5.0★ from 2 Google reviews, reflecting exceptional client satisfaction.
201 Franklin Rd Suite 250, Brentwood, TN 37027, USA
Rated 5.0 stars from a small number of Google reviews.
5210 Maryland Way #202, Brentwood, TN 37027, USA
Rated 5.0 stars from two reviews, this Brentwood financial advisor earns top marks.
5110 Maryland Way # 300, Brentwood, TN 37027, USA
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Financial Advisors in Brentwood, TN — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Cadence Wealth Advisors | 76/100 | 5.0 ★ | 27 |
| 2 | Keystone Financial Resources LLC | 75/100 | 4.8 ★ | 36 |
| 3 | Edward Jones - Financial Advisor: Mike Weed, CFP®|ChFC®|CPWA®|CEPA®|AAMS®|CRPC™|SE-AWMA®|CRPS™ | 74/100 | 5.0 ★ | 17 |
| 4 | Southern Oak Wealth Group | 70/100 | 5.0 ★ | 8 |
| 5 | Edelman Financial Engines | 62/100 | 5.0 ★ | 1 |
| 6 | Burney Wealth Management | 70/100 | 5.0 ★ | 7 |
| 7 | Rooted Wealth Advisors | 62/100 | 5.0 ★ | 1 |
| 8 | Wellness Financial Advisors | 14/100 | 1.0 ★ | 1 |
| 9 | Luken Wealth Management | 74/100 | 5.0 ★ | 16 |
| 10 | Trajan Wealth | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Brentwood
What is a fiduciary financial advisor and why does it matter in Brentwood?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Brentwood, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Brentwood?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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