Prudent Street Financial Advisors, LLC is a reputable investment advisory firm operating in Brentwood, TN. With a single office, they serve as a trusted local resource for comprehensive financial guidance. Comprised of a dedicated team of seven professionals, five of whom specialize in investment advisory services, Prudent Street Financial Advisors, LLC brings a wealth of expertise to their clients.
With an average of approximately $51,560,000 in assets under management per investment advisor, the firm maintains an industry-standard level. Their compensation structure encompasses various approaches, including a percentage of assets under management, fixed fees, and hourly charges.
While 401K and individual accounts constitute less than 30% of their assets under management, Prudent Street Financial Advisors, LLC possesses the capability to expertly manage employer funds. An impressive 55% of the assets they oversee are discretionary, allowing them to proactively guide investment decisions.
Moreover, the firm extends its services to insurance brokerage, bolstering their ability to provide comprehensive financial solutions. With a client base exceeding 80 individuals and over $257,784,000 in assets under management, Prudent Street Financial Advisors, LLC has garnered the trust and confidence of a diverse range of clients.
The firm boasts a seasoned team of advisors, including Clinton Warner, Stephanie Richardson, and David Richardson, who have demonstrated a longstanding commitment to delivering exceptional financial advice. With their collective expertise and dedication, Prudent Street Financial Advisors, LLC continues to solidify its position as a premier investment advisory firm in Brentwood, TN.