RIA Intel›Advisers›Tennessee›NASHVILLE FINANCIAL PLANNING, LLC

NASHVILLE FINANCIAL PLANNING, LLC

Advisory

Data as of Feb 12, 2026 · Source: SEC Form ADV

Average account

$191K

across 52 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

12 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

JOYFUL STEWARD SERVICES LLC

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$10M

JENNINGS INVESTMENT GROUP, INC.

$10M

BOULEVARD MONEY LLC

NASHVILLE, TN

$10M

ALEXANDER ADVISORY SERVICES, LLC

KNOXVILLE, TN

$10M

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