Financial Advisors
Franklin, TN
William Bevins is a Certified Financial Planner (CFP) and fiduciary financial advisor in Franklin, TN who provides comprehensive wealth management, financial planning, retirement planning, and investment management services. Operating under a fee-only model with no account minimums, Bevins builds custom portfolios tailored to each client's goals and risk tolerance while managing assets in-house with conservative financial models. His practice serves young professionals, business owners, families nearing retirement, and anyone committed to improving their financial future, with the flexibility to work with clients nationwide via virtual meetings.
Ideal for: Young professionals, business owners and entrepreneurs, families nearing retirement, individuals seeking comprehensive financial planning without sales commissions
Service area: Franklin, TN and nationwide (SEC-registered, serves US clients)
CFP & Fiduciary Commitment: William Bevins holds the Certified Financial Planner designation and operates as a fiduciary, legally obligated to act in clients' best interests with full transparency and no commission-based conflicts of interest.
No Account Minimums: Unlike many financial advisors, Bevins accepts clients regardless of current wealth level, making professional wealth management accessible to those just beginning their investing journey.
In-House Asset Management: The firm manages investments internally with a team of seasoned CFP and CFA professionals, providing continuity and tailored solutions rather than outsourcing to third parties.
Address: 436 Main St, Franklin, TN 37064
Phone: (615) 469-7348
Website: williambevins.com
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