Family Tree Wealth Advisors, LLC

Family Tree Wealth Advisors, LLC (CRD# 157777) is a financial advisory firm headquartered in Mount Juliet, TN. They manage $11,486,500 in 54 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
    11
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $212,713
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
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

Scott Davis (CRD# 4252596) is an Investment Advisor Representative working at Family Tree Wealth Advisors, LLC in Mount Juliet, TN and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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