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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Franklin, TN

Every SEC-registered financial advisor at a firm office in Franklin who lists the Certified Financial Planner designation, A to Z.

178 CFP professionals work in Franklin; the most are at Sagespring Wealth Partners (49). 63 are also registered broker representatives.

CFP advisors in Franklin, A to Z

Every advisor in Franklin →

Firms with the most CFP professionals in Franklin

Sagespring Wealth Partners 49Abound Wealth Management, LLC 15LPL Financial LLC 7Strategic Advisers LLC 7Beacon Capital Management, LLC 6Edward Jones 6Charles Schwab & Co., Inc. 5Defining Wealth 5MML Investors Services, LLC 5Osaic Wealth, Inc. 5Capwealth Advisors, LLC 4Corient 4Cypress Capital, LLC 3Newedge Advisors 3Raymond James & Associates, Inc. 3

CFP advisors in other Tennessee cities

All of Tennessee →

Nashville 143Knoxville 133Memphis 127Brentwood 102Chattanooga 62Germantown 33Johnson City 24Murfreesboro 21Collierville 13Jackson 12Kingsport 12Cookeville 9Columbia 8Hendersonville 8Lebanon 7Spring Hill 7Gallatin 6Hixson 6Maryville 6Morristown 6Cordova 5Mount Juliet 5Tullahoma 5Clarksville 4

Questions

How many CFP financial advisors are in Franklin, TN?

178 SEC-registered investment adviser representatives at firm offices in Franklin, Tennessee list the CFP designation; Sagespring Wealth Partners employs the most of them (49).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in Franklin?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.