Financial Advisors · Franklin, TN/Updated June 13, 2026
The 10 Best Financial Advisors in Franklin, TN
Navigating financial planning is crucial for your future. Here are the top-rated advisors in Franklin to help you reach your goals.
MHMaya Hendricks · Home Services Editor Updated June 13, 2026 · Next review July 2026
Editorially independent10 companies evaluated
cover story
★ Editor's ChoiceKibbel Financial Planning
96Score
Latest update · June 13, 2026: Initial ranking published. 10 Franklin-metro financial advisors businesses evaluated, top 10 ranked by Vetted Score.
Finding the right financial advisor in Franklin can be a challenge, especially with the market still developing. With only 10 providers evaluated in the area, the leader, Kibbel Financial Planning, shines with a perfect 5-star rating on 67 reviews. In contrast, the rest of the field has a wide spread of ratings, revealing a trust that is still forming among clients.
Our list is built on a transparent assessment of each provider's review record. We evaluated them based on their ratings and the number of reviews, giving you a clear view of who stands out in this growing market. The combined reviews of these businesses total 262, providing a glimpse into the experiences of Franklin residents seeking financial guidance.
10financial advisors evaluated in Franklin
4.86average rating across the field
262customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
To compile this list, we meticulously evaluated 10 financial advisors in the Franklin metro area. Our scoring system, the Vetted Score, ranges from 0 to 100, factoring in both star ratings and the volume of client reviews. No business pays for placement on our site, ensuring an unbiased ranking.
We refresh our evaluations monthly to reflect the latest client feedback and changes in ratings. This ongoing commitment to accuracy helps you make informed choices based on the most current data available.
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.
With a perfect rating of 5 stars from 67 reviews, Kibbel Financial Planning is highly praised for its personalized approach to financial planning. Clients appreciate the firm's attention to detail and commitment to understanding their unique financial situations. However, the firm has a limited service area, which may not cater to everyone in the Franklin metro area.
Pros
Personalized financial planning
Highly rated customer service
Strong client relationships
Cons
Limited service area
Pricing details not publicly available
Best forIndividuals seeking tailored financial advice
Beacon Capital Management holds a strong rating of 4.8 stars from 127 reviews. Clients commend the firm's strategic investment approach and clear communication. This makes it an excellent choice for those looking for value in financial advisory services. Still, some clients mention a need for more personalized attention during busy periods.
William Bevins Financial Advisor & Planner has earned a 5-star rating from 20 reviews. Clients appreciate the comprehensive financial planning services and the advisor's ability to simplify complex financial concepts. However, the limited number of reviews means potential clients should consider gathering more feedback before committing. 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 individuals seeking clarity in financial planning. It serves Franklin, TN, with not publicly available pricing, and the honest trade-offs are limited review base and less known in the community.
Pros
Simplifies complex financial concepts
Comprehensive planning services
Personalized advice
Cons
Limited review base
Less known in the community
Best forIndividuals seeking clarity in financial planning
Dobyns McMillin Wealth Team has a perfect 5-star rating from 11 reviews. Clients enjoy the team's collaborative approach and dedication to long-term wealth management. However, the small review count may make it harder to gauge their overall service consistency. 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 long-term wealth management. It serves Franklin, TN, with not publicly available pricing, and the honest trade-offs are small review base and less visibility in the market.
Abound Wealth Management holds a 5-star rating from 8 reviews. Clients appreciate the firm's holistic approach to financial planning and investment management. However, the limited number of reviews raises questions about its long-term track record. 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 holistic financial planning. It serves Franklin, TN, with not publicly available pricing, and the honest trade-offs are limited review base and newer firm in the area.
Granite Oak Private Wealth has a perfect 5-star rating from 7 reviews. Clients praise the personalized service and the team's expertise in wealth management. Still, with so few reviews, potential clients might want to seek additional feedback before making a decision. 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 personalized wealth management. It serves Franklin, TN, with not publicly available pricing, and the honest trade-offs are very limited review base and less established in the community.
CapWealth has a solid 4.5-star rating from 15 reviews. Clients appreciate the knowledgeable advisors and their proactive approach to financial planning. However, the review count suggests that while the firm is reputable, it may not have the extensive experience of others in the area. 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 proactive financial planning. It serves Franklin, TN, with not publicly available pricing, and the honest trade-offs are limited review base and less market presence.
Mercer Advisors - Franklin has a 5-star rating from just 3 reviews. Clients enjoy the personalized attention and tailored financial strategies. However, the extremely low review count may leave potential clients uncertain about the firm's reliability over time. 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 personalized financial strategies. It serves Franklin, TN, with not publicly available pricing, and the honest trade-offs are extremely low review base and limited visibility in the market.
Morgan Stanley Financial Advisors has a 5-star rating from just 1 review. The client praised the firm's expertise in investment strategies. However, with only one review, it's hard to draw any meaningful conclusions about the firm's overall performance. 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 investment expertise. It serves Franklin, TN, with not publicly available pricing, and the honest trade-offs are only one review available and limited insight into service quality.
Franklin Financial Advisors has a rating of 4.3 stars from 3 reviews. Clients appreciate the firm's straightforward advice and friendly service. However, the small number of reviews makes it difficult to assess the overall quality of the service consistently. 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 simple financial advice. It serves Franklin, TN, with not publicly available pricing, and the honest trade-offs are very limited review base and less visibility in the market.
Selecting a financial advisor requires careful consideration. Here are key factors to keep in mind when making your decision.
Review Ratings and Feedback
Look for advisors with high ratings and a substantial number of reviews. This indicates a more reliable and trustworthy service.
Assess Specializations
Consider what specific financial services you need, such as retirement planning or investment management, and find advisors who specialize in those areas.
Evaluate Communication Styles
Choose an advisor whose communication style aligns with your preferences. A good fit in communication can enhance your overall experience.
What it costs
What financial advisors cost in Franklin
The cost of hiring a financial advisor in Franklin can vary widely based on services offered and the advisor's experience. Here’s a general overview of pricing tiers:
Hourly RateExpect to pay between $150 to $400 per hour for advisory services.
Flat FeesSome advisors charge flat fees ranging from $1,000 to $3,000 for comprehensive financial plans.
Percentage of Assets Under ManagementMany advisors charge 1% to 2% of assets under management annually.
Retainer FeesMonthly retainer fees can range from $100 to $500, depending on the services provided.
Frequently asked questions
How much does financial advising cost in Franklin?
The cost for financial advising in Franklin can vary widely, but you can expect fees to range from $150 to $400 per hour, depending on the advisor's experience and services offered.
What are the common services offered by financial advisors in Franklin?
Financial advisors in Franklin typically provide services such as retirement planning, investment management, tax planning, and estate planning.
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 Franklin residents: <strong>Kibbel Financial Planning</strong>
The strongest choice for financial advising in Franklin is Kibbel Financial Planning, which leads with 5 stars from 67 reviews. Its proven track record demonstrates reliability and client satisfaction. Following closely is Beacon Capital Management at 4.8 stars from 127 reviews, offering a solid alternative if you prefer a firm with more extensive feedback. Lastly, William Bevins Financial Advisor & Planner holds 5 stars from 20 reviews, making it a promising option, albeit with fewer reviews to validate its services.
Cityvetted
