Family Tree Wealth Advisors, LLC

Family Tree Wealth Advisors, LLC (CRD# 157777) is a financial advisory firm headquartered in Mount Juliet, TN. They manage $9,565,000 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2598 N Mt Juliet Rd, Suite 100, Mount Juliet, TN 37122
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $106,278
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

TN

Financial Advisors at Family Tree Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Scott Davis, financial advisor Mount Juliet TN
Scott F. Davis
CRD#: 4252596
2598 N Mt Juliet Rd, Suite 100, Mount Juliet, TN 37122
86
Wealthminder
score

Scott Davis (CRD# 4252596) is an Investment Advisor Representative working at Family Tree Wealth Advisors, LLC in Mount Juliet, TN and has over 16 years of experience in the finance industry. Scott Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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