Financial Advisors · Clarksville, TN/Updated June 13, 2026
The 10 Best Financial Advisors in Clarksville, TN
Choosing the right financial advisor can shape your financial future. Avoid common pitfalls with our guide to the best advisors in Clarksville.
MHMaya Hendricks · Home Services Editor Updated June 13, 2026 · Next review July 2026
Editorially independent10 companies evaluated
cover story
★ Editor's ChoiceRMB Financial, PLLC
96Score
Latest update · June 13, 2026: Initial ranking published. 10 Clarksville-metro financial advisors businesses evaluated, top 10 ranked by Vetted Score.
Finding the right financial advisor in Clarksville is essential for navigating your financial journey. With a total of ten providers evaluated, we’ve ranked the best based on real customer feedback and performance metrics.
This market is still developing, with many advisors having fewer than 50 reviews. Our list prioritizes transparency, focusing on businesses that have established trust in the community.
10financial advisors evaluated in Clarksville
4.77average rating across the field
166customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
We evaluated financial advisors in Clarksville based on their Vetted Scores, which are derived from customer ratings and review counts. Each business was assessed on real client feedback, and no one pays for placement on our list.
Our rankings are updated monthly to reflect the most current data. This ensures that you have access to the best options available, helping you make informed decisions about your financial future.
The Vetted Score: six weighted factors
Customer sentiment25%
Rating quality20%
Review volume & velocity20%
Website trust signals15%
Service breadth10%
Business longevity10%
Sentiment is measured by AI analysis of review text, recency-weighted, with verified-pattern checks to discount suspicious review bursts.
RMB Financial, PLLC holds a perfect rating of 5 stars from 62 reviews. Clients appreciate their personalized approach and expertise in financial planning. They excel in investment strategies and retirement planning, making them ideal for those seeking tailored financial advice. However, their services might be more expensive compared to others in the area.
Pros
Personalized financial planning
Strong investment strategies
Experienced advisors
Cons
Potentially higher costs
Best forTailored investment and retirement planning
First Command Financial Advisor - Ron Deal also boasts a 5-star rating from 18 reviews. Clients commend his dedication to military families and his ability to simplify complex financial concepts. This advisor is best for individuals looking for value-driven financial advice, though the limited number of reviews means you should proceed with some caution.
Pros
Focus on military families
Clear communication
Value-driven advice
Cons
Limited reviews
Best forMilitary families seeking financial guidance
First Command Financial Advisor - Jay Schwartz, RICP® has a perfect 5-star rating from 16 reviews. Clients appreciate his expertise in retirement income planning and his commitment to client education. He is particularly well-suited for those planning for retirement, but the small review base suggests potential clients should look for more feedback.
First Command Financial Advisor - Katrina Guerrero has a 5-star rating from 14 reviews. Clients praise her for her attentive service and comprehensive financial planning skills. She is a great choice for families looking for a hands-on approach to their finances. However, the lower review count leaves some uncertainty about her long-term performance.
First Command Financial Advisor - Bradley Morrow maintains a 5-star rating from 13 reviews. Clients appreciate his friendly demeanor and expertise in financial planning. He is particularly well-suited for young professionals looking for guidance. The limited number of reviews suggests that while he is promising, his reputation is still in the early stages of development.
First Command has a solid rating of 4.7 stars from 28 reviews. Clients commend the overall professionalism and range of services offered. This firm is a good option for families and individuals looking for a well-rounded financial advisor. However, the slightly lower rating indicates some variability in client experiences. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is families and individuals needing diverse services. It serves Clarksville, TN, with $100 to $250 per hour pricing, and the honest trade-offs are some variability in client experiences.
Pros
Professional service
Range of financial products
Good for families
Cons
Some variability in client experiences
Best forFamilies and individuals needing diverse services
First Command Financial Advisor - Alex Weaver has a 5-star rating from 7 reviews. Clients appreciate his personalized service and focus on military financial needs. He is an excellent choice for military personnel. However, the small review base means you should be cautious when considering him. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is military personnel needing financial advice. It serves Clarksville, TN, with $100 to $250 per hour pricing, and the honest trade-offs are small review base.
Pros
Personalized service
Focus on military needs
Strong client relationships
Cons
Small review base
Best forMilitary personnel needing financial advice
Financial Planning Center, LLP has a perfect 5-star rating from just 3 reviews. Clients value the individualized attention they receive and the straightforward advice. This firm could be a good fit for those seeking a more personalized approach to financial planning, but the thin review base raises concerns about reliability.
Pros
Individualized attention
Straightforward advice
Personalized approach
Cons
Thin review base
Best forIndividuals seeking personalized financial advice
Struble and Company Financial Life Planners holds a 5-star rating from 1 review. The single review praises their holistic approach to financial planning. While this approach could appeal to some clients, the lack of additional feedback makes it hard to fully assess their service quality. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is clients looking for a holistic approach. It serves Clarksville, TN, with $100 to $250 per hour pricing, and the honest trade-offs are only one review.
Edward Jones - Financial Advisor: Trina DeSoto has a rating of 3 stars from 4 reviews. Some clients appreciate her assistance with investment strategies, but mixed reviews indicate inconsistency in service quality. This firm may be suitable for those who prefer a larger company, yet caution is advised given the lower rating.
Choosing a financial advisor involves asking the right questions to ensure they align with your financial goals. Here are key considerations to guide your decision.
What is your investment philosophy?
Understanding how an advisor approaches investments will help you gauge if their strategy matches your risk tolerance and goals.
What services do you offer?
Different advisors specialize in various areas, from retirement planning to tax optimization. Make sure their expertise aligns with your needs.
Can you provide references?
Ask for testimonials or references from current clients. This can give you insight into their service quality and client satisfaction.
What it costs
What financial advisors cost in Clarksville
Financial advisory fees can vary widely based on services offered and the advisor's experience. Here’s a breakdown of typical pricing structures in Clarksville.
Hourly Rate$100 to $300 per hour, depending on the advisor's experience and the complexity of your needs.
Flat Fee$1,000 to $5,000 for comprehensive financial planning, often charged as a one-time fee.
Percentage of Assets Under ManagementTypically 1% to 1.5% annually, which is common for ongoing investment management services.
Retainer Fee$200 to $500 per month for ongoing advice and support, allowing for regular check-ins and adjustments to your financial plan.
Frequently asked questions
How much does hiring a financial advisor cost in Clarksville?
Costs can vary, but you might expect fees ranging from $100 to $300 per hour, depending on the advisor’s experience and the complexity of your financial situation.
What should I look for when choosing a financial advisor in Clarksville?
Focus on their experience, client reviews, and specific areas of expertise. Given the thin market, seek advisors with solid ratings and a proven track record.
How often is this ranking updated?
We re-run the full analysis monthly with fresh review data. Last updated June 13, 2026.
Our verdict
For most Clarksville residents: <strong>RMB Financial, PLLC</strong>
Your best bet is RMB Financial, PLLC, which leads the pack with 5 stars from 62 reviews. If you prefer a more personal touch, consider First Command Financial Advisor - Ron Deal, especially if you're looking for tailored financial strategies. Alternatively, First Command Financial Advisor - Jay Schwartz, RICP® is a great choice if you have specific retirement planning needs, thanks to his focused expertise in that area.
Cityvetted
