Cravens & Company Wealth Management, a small investment advisory firm headquartered in Cookeville, TN, is dedicated to providing exceptional financial services to its clients. With a single office location, the firm boasts a team of seven skilled professionals, three of whom specialize in delivering top-notch investment advisory services. The firm manages an average of $65,270,000 in assets per investment advisor, reflecting the industry average. Their compensation structure is flexible and includes various options, such as a percentage of assets under management, fixed fees, and hourly charges. Although 401K and individual accounts make up less than 30% of their assets under management, Cravens & Company Wealth Management possesses the expertise to handle employer funds effectively. Notably, all the assets they manage are under discretionary management. The firm's primary focus is serving high-net-worth individuals, who constitute the majority of their clientele. With over 150 individual clients and assets under management exceeding $195,796,000, Cravens & Company Wealth Management has earned a reputation for personalized attention and tailored investment strategies. In addition to investment advisory services, the firm also offers additional financial solutions, serving as a registered representative of a broker-dealer and functioning as an insurance broker or agent. Their commitment to comprehensive financial services sets them apart in the industry. Andrew Martin, one of the firm's registered advisors, stands as a testament to their stability and expertise, having been with Cravens & Company Wealth Management since 2023. With their wealth of experience and dedication to client success, Cravens & Company Wealth Management continues to provide trusted financial guidance and deliver exceptional results.

Compass Advisory Partners LLC, a reputable investment advisory firm headquartered in Cookeville, TN, specializes in providing comprehensive financial solutions to individuals and employers. With a network of five offices, they have established a strong local presence. The firm boasts a team of 15 highly skilled professionals, with 10 dedicated to delivering top-notch investment advisory services. With an impressive average of approximately $30,580,000 in assets under management per investment advisor, Compass Advisory Partners LLC demonstrates their expertise in managing clients' financial portfolios. Their compensation structure is designed to cater to diverse needs, offering options such as a percentage of assets under management and hourly charges. As specialists in 401K plans, the firm handles over 80% of their assets under management for both employer-sponsored 401Ks and individual investors. Their extensive experience and qualifications make them well-suited for managing 401K plans for employers and employees alike. Notably, all the assets managed by Compass Advisory Partners LLC are discretionary, enabling them to act in the best interests of their clients. In addition to investment advisory services, Compass Advisory Partners LLC offers a range of complementary services. They serve as registered representatives of broker-dealers, insurance brokers, and agents, ensuring their clients have access to a comprehensive suite of financial resources. Boasting an impressive client base, Compass Advisory Partners LLC proudly serves over 1,500 individuals, managing assets totaling more than $305,812,000. The firm's success is further underscored by the expertise and longevity of their advisors. Notable figures like Jeremy Corley, John Kent, and Travis Giffey, who have been with the firm for an extended period, contribute to its strong reputation in the industry.