Estate & Financial Strategies, Inc.

Estate & Financial Strategies, Inc. (CRD# 129965) is a financial advisory firm headquartered in Brentwood, TN. They manage $38,000,000 in 430 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Estate & Financial Strategies, Inc.
Showing 1 - 1 of 1 top financial advisors.
Henry L. Parrott
CRD#: 2370985
750 Old Hickory Blvd, Building 1 Suite 100, Brentwood, TN 37027

Henry Parrott (CRD# 2370985) is an Investment Advisor Representative working at Estate & Financial Strategies, Inc. in Brentwood, TN and has over 24 years of experience in the finance industry.

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