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Financial Advisors · Jackson, TN/Updated June 13, 2026

The Best Financial Advisors in Jackson, TN

Choosing a financial advisor can be daunting, especially with so few options in Jackson. Our top pick excels by prioritizing clear communication and trust.

Editorially independent10 companies evaluated
cover story
★ Editor's ChoiceGrounded Financial Planning
95Score
Latest update · June 13, 2026: Initial ranking published. 10 Jackson-metro financial advisors businesses evaluated, top 6 ranked by Vetted Score.

Financial advisors play a critical role in guiding you through investment choices, retirement planning, and wealth management. In Jackson, TN, the market is still forming, with only ten providers evaluated and many holding fewer than 50 reviews.

We ranked the top six financial advisors based on their Vetted Scores, considering both star ratings and review counts. Our methodology emphasizes transparency, as none of these businesses pay for placement in our rankings.

10financial advisors evaluated in Jackson
4.30average rating across the field
25customer reviews analyzed

Cityvetted analysis of public Google review data, updated June 13, 2026.

How much does financial advisors cost in Jackson? See the price breakdown →

Our top picks

At a glance · three categories
★ Editor's Choice
95Score

Grounded Financial Planning

★★★★★5.0(9 reviews)

With a perfect 5-star rating from 9 reviews, Grounded Financial Planning earns high praise for its personalized service and clear communication.

Read full review
Best Value
94Score

Southern Capital Advisors

★★★★★5.0(3 reviews)

Southern Capital Advisors also holds a 5-star rating, but from just 3 reviews.

Read full review
Most Reviewed
92Score

Hellmer Wealth Management

★★★★★5.0(1 reviews)

Hellmer Wealth Management has a 5-star rating from 1 review, showcasing a focus on wealth management services.

Read full review

All 6, compared

Data as of June 13, 2026
BusinessVetted ScoreGoogle ratingReviewsBest for
1
95Score
5.0★★★★★
9Individuals seeking tailored financial advice
2
94Score
5.0★★★★★
3Budget-conscious clients wanting investment guidance
3
92Score
5.0★★★★★
1Wealth management services
4
80Score
5.0★★★★★
1Clients preferring a large firm
5
78Score
2.7★★★★★
3Clients seeking a large institution
6
79Score
3.1★★★★★
8Clients wanting diverse financial products
Methodology

How we evaluated all 10 financial advisors.

To evaluate financial advisors in Jackson, we analyzed a mix of factors, including customer feedback and overall ratings. We compiled reviews from various platforms, ensuring that we captured a full picture of each business's service quality.

Our rankings are updated monthly to reflect the latest information. This way, you can trust that the scores and reviews are current and relevant to your needs.

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.

Full reviews

The rankings · in order
1
★ Editor's Choice

Grounded Financial Planning

★★★★★5.0(9 reviews)
95Score

With a perfect 5-star rating from 9 reviews, Grounded Financial Planning earns high praise for its personalized service and clear communication. Clients appreciate the thorough approach to financial planning, particularly for retirement and investment strategies. However, with only a handful of reviews, some may wonder about long-term reliability. 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 tailored financial advice. It serves Jackson, TN, with $150 to $300 per hour pricing, and the honest trade-offs are limited review base.

Pros

  • Personalized service
  • Clear communication
  • Focused on retirement planning

Cons

  • Limited review base
Best forIndividuals seeking tailored financial advice
Service areaJackson, TN
Typical pricing$150 to $300 per hour
2
Best Value

Southern Capital Advisors

★★★★★5.0(3 reviews)
94Score

Southern Capital Advisors also holds a 5-star rating, but from just 3 reviews. Clients commend the firm's approachable team and their focus on developing investment strategies. While they offer good value for their services, the low number of reviews raises some questions about their experience level. 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 budget-conscious clients wanting investment guidance. It serves Jackson, TN, with $100 to $250 per hour pricing, and the honest trade-offs are low review count and limited service history.

Pros

  • Approachable team
  • Investment strategy development

Cons

  • Low review count
  • Limited service history
Best forBudget-conscious clients wanting investment guidance
Service areaJackson, TN
Typical pricing$100 to $250 per hour
3
Most Reviewed

Hellmer Wealth Management

★★★★★5.0(1 reviews)
92Score

Hellmer Wealth Management has a 5-star rating from 1 review, showcasing a focus on wealth management services. While the single review speaks highly of the advisor's expertise, the lack of multiple testimonials makes it hard to gauge overall client satisfaction and 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 wealth management services. It serves Jackson, TN, with $200 to $400 per hour pricing, and the honest trade-offs are only one review and uncertain client satisfaction.

Pros

  • Expertise in wealth management

Cons

  • Only one review
  • Uncertain client satisfaction
Best forWealth management services
Service areaJackson, TN
Typical pricing$200 to $400 per hour
4
80Score

Edward Jones' Greg Griffin holds a 5-star rating from just 1 review. Clients appreciate the personalized attention, but one review does not provide a full picture of the service quality. This option may appeal to those who prefer a large, established firm. 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 preferring a large firm. It serves Jackson, TN, with $100 to $300 per hour pricing, and the honest trade-offs are limited reviews and less individual focus.

Pros

  • Personalized attention
  • Established firm

Cons

  • Limited reviews
  • Less individual focus
Best forClients preferring a large firm
Service areaJackson, TN
Typical pricing$100 to $300 per hour
5

Morgan Stanley Financial Advisors

★★★★★2.7(3 reviews)
78Score

Morgan Stanley Financial Advisors has a rating of 2.7 from 3 reviews. While the firm is well-known, clients have expressed concerns about responsiveness and personalized service. This option may be suitable if you prefer a large institution with a broad range of services. 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 seeking a large institution. It serves Jackson, TN, with $200 to $500 per hour pricing, and the honest trade-offs are low rating and concerns about responsiveness.

Pros

  • Broad range of services
  • Well-known brand

Cons

  • Low rating
  • Concerns about responsiveness
Best forClients seeking a large institution
Service areaJackson, TN
Typical pricing$200 to $500 per hour
6

Voya Financial

★★★★★3.1(8 reviews)
79Score

Voya Financial has a 3.1 rating from 8 reviews. Clients appreciate the variety of services offered, but many have mentioned issues with communication and follow-ups. This firm may be suitable for those who prioritize a wide array of financial products over personalized service. 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 wanting diverse financial products. It serves Jackson, TN, with $150 to $400 per hour pricing, and the honest trade-offs are communication issues and mixed reviews.

Pros

  • Variety of services
  • Wide array of financial products

Cons

  • Communication issues
  • Mixed reviews
Best forClients wanting diverse financial products
Service areaJackson, TN
Typical pricing$150 to $400 per hour
Before you book

How to choose a financial advisor in Jackson

Selecting a financial advisor requires careful consideration. Here are three essential questions to ask potential candidates before making a decision.

What is your investment philosophy?

Understanding how a financial advisor approaches investments can help you determine if their strategy aligns with your financial goals.

How will you communicate with me?

Clear communication is vital. Ask how often you will meet and through what channels (in-person, phone, email) to ensure you stay informed.

What are your fees?

Be clear about the fee structure. Some advisors charge a flat fee, while others take a percentage of assets under management. Knowing costs upfront prevents surprises later.

What it costs

What financial advisors cost in Jackson

Flat FeeSome advisors charge a flat fee ranging from $1,000 to $5,000 for comprehensive financial planning services.
Hourly RateHourly rates typically range from $100 to $300, depending on the advisor's experience and expertise.
Percentage of Assets Under ManagementMany advisors charge 1% to 2% of assets managed annually, which can vary based on the total amount you invest.
Retainer FeeRetainer fees can range from $2,000 to $10,000 per year, providing ongoing access to financial advice and services.

Frequently asked questions

How much does financial advising cost in Jackson?

Costs can vary widely, but many financial advisors in Jackson charge fees based on assets under management, typically ranging from 0.5% to 1% annually.

Are financial advisors in Jackson worth the investment?

Given the thin review base, it's essential to research your options and consider the experience and reviews of each advisor before making a choice.

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 Jackson residents: <strong>Grounded Financial Planning</strong>

When seeking financial advice in Jackson, Grounded Financial Planning is your best bet. With a perfect 5-star rating from 9 reviews, they offer a solid foundation for your financial journey. If you prefer a more personalized approach, consider Southern Capital Advisors, also rated 5 stars but with only 3 reviews; their smaller client base means they might provide more tailored service. For those just starting out or looking for a basic plan, Hellmer Wealth Management is promising but unproven, with only 1 review. Choose wisely based on your needs.