N
CRD: 328315
Nashville Financial Planning
Franklin, TN
6152000450
$9.9M Total AUM
$9.9M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-09-2023
- Office Locations
- 1
Office Locations
-- Franklin TN
About Nashville Financial Planning
Nashville Financial Planning is a Franklin-based RIA. The firm has been operating for 2 years. Managing $9.9M in total assets under management, with 1 advisory representatives. They custody assets with Altruist. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
38 AVG AGE
$9.9M AVG AUM / ADVISOR
$248.1K AVG AUM / CLIENT
2.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Upgrade to reveal position-level detail across radial insight.
Request access to benchmark trends tied to beacon.
See the complete signal summary connected to summit north.
Unlock to see real insight on peak zenith harbor.
Request access to benchmark trends tied to quantum signal.
Upgrade to reveal position-level detail across horizon value.
See the complete signal summary connected to foundation.
Request access to benchmark trends tied to insight legacy.
Asset Classes
Signal
Investment Themes
Quantum Pathway
Investment Vehicles
Fusion vital
Services
Signal vector Catalyst Crest vital Foundation prime Crest
Owner & Executives
TIMOTHY JAMES KIRCH
ADVISER, Chief Compliance Officer, FOUNDER
- CRD
- #5396895
- Ownership
- 75% or more
(878) 929-4073
frontier.frontier@primecapital.com
in linkedin.com/in/foundation-harbor
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,924,496 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,924,496 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $9,924,496
Equity - Exchange:
8.3% Cash:
9.3% Corporate - Investment Grade:
21.7% U.S. Government/Agency:
17.4% Public Funds:
30.4% Municipal Bonds:
12.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $171,411,235 | 8.3% |
| Cash | $192,063,191 | 9.3% |
| Corporate - Investment Grade | $448,147,446 | 21.7% |
| U.S. Government/Agency | $359,344,035 | 17.4% |
| Public Funds | $627,819,463 | 30.4% |
| Municipal Bonds | $266,410,232 | 12.9% |
| Total | $2,065,195,602 | 100.0% |