Expertise.com

2024

Last updated:

Best Financial Advisors in Clarksville

Our Recommended Top 7

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Clarksville Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

34Reviewed

23Curated

7Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

Clarksville, TN
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Clarksville, TN

Why choose this provider?

Need help contacting a Financial Advisor in Clarksville? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
436 Main Street, Franklin, TN 37064
  • Certified Financial Planner (CFP)

Why choose this provider?

William Bevins is a private wealth manager at Cypress Capital who serves clients in Clarksville. He provides a wide range of advisory services that help individuals plan for their financial future based on their goals. William builds investment portfolios based on clients' risk profiles and examines the amount of wealth they accumulate to calculate the amount of tax to be paid. He also acts as a fiduciary and manages assets in-house for a variety of clients, including investors, health care professionals, business executives, small businesses, and corporations.

License Verified:

License: 2638266

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1800 Business Park Drive, Clarksville, TN 37040
  • Retirement Planning
  • Insurance Products

Why choose this provider?

NCM Financial Services is a Clarksville-based firm that provides individuals and families with a full range of financial products and services. Its goals are to guide clients on what and how to invest, manage their risks, set them up financially for retirement, and sustain their wealth. Some of the firm's services include tax planning, retirement planning, estate conservation, education planning, and financial needs analysis. The firm was founded in 1994 by retired U.S. Army veteran Norris C. Ming, ChFC, CLU, LUTCF.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
662 Sango Road, Clarksville, TN 37043
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Financial Planning Center, LLP, is a wealth management firm that provides investment advice and financial planning solutions to clients in Clarksville and the neighboring areas. Its services include retirement income planning, tax planning, portfolio management, and business succession planning. The firm accommodates clients from a variety of backgrounds, including federal employees and retirees from local employers such as Trane Corp. Company owner Nick Meriwether has over four decades of experience in the financial services industry.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2681 Townsend Court, Clarksville, TN 37043
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Ellis & Company Retirement Strategists, a firm that has been in business for more than 30 years, guides clients on their retirement journey. Located in Clarksville, the multigenerational firm offers guidance on estate planning and financial planning. It also helps clients in asset allocation and management, including real estate, alternative investments, and U.S. equities. One of the firm's advisors, Kathy Ellis, gives back to the community. She serves on the Board of Directors for The Big Fish Scholarship.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
130 Hillcrest Drive, Clarksville, TN 37043
  • Certified Financial Planner (CFP)

Why choose this provider?

Paul Winkler Inc. is an investment advisory firm has been offering services to Clarksville residents for more than two decades. It provides financial planning and asset management, including setting financial goals, assessing risk management, allocating and choosing investments in qualified plans, debt reduction strategies, and planning for retirement. The company also offers investor coaching and investment management services. Paul Winkle, the president and founder of the company, started his career in the financial industry in 1989, and he is also the host of a radio show called “Investor Coaching Show.”

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What are the advantages of working with a fee-only financial advisor in Clarksville?

    Working with a fee-only financial advisor in Clarksville may be the option suited for you if you want to make sure that there are no conflicts of interest to selling a certain company offering and that their advice is solely based on your best interests. Since fee-only financial advisors generally adhere to fiduciary duty and receive compensation solely from client fees, their priority is more focused on the client’s best interests rather than making profits through product sales.

  • What is the difference between financial advisors and insurance agents in Clarksville?

    Financial advisors in Clarksville can provide guidance about insurance. However, it is important to note that not all financial advisors are licensed to sell insurance products, but they can still help you evaluate your choices based on your financial goals and situation. Insurance agents, on the other hand, are specifically licensed to sell insurance products.

  • Can a financial advisor in Clarksville help you create a college savings plan for your children?

    Yes, financial advisors in Clarksville can provide guidance on college savings plans, such as 529 plans. The state’s 529 program can be availed by anyone, such as parents, grandparents, and other relatives and friends. Consulting a financial advisor is highly recommended if you are looking to develop a savings strategy for your children's education.

  • Can you file a complaint against a financial advisor in Clarksville?

    Yes. If you have a complaint against a financial advisor in Clarksville, you can file a complaint with the Tennessee Department of Commerce and Insurance by calling them at 615-741-5900 to speak with an investigator. You may also use the Fillable Complaint Forms at their website at https://www.tn.gov/commerce/securities/investors/file-a-complaint.html or report the issue to FINRA.

  • Are financial advisors in Clarksville required to provide written agreements or contracts?

    Yes, financial advisors in Clarksville are required to provide written agreements or contracts. According to the Tennessee Code Title 12, financial advisors should provide their clients with a contract that specifies the services they will provide, the fees of their services, expenses to be covered under the contract, and other relevant terms and conditions.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.