One Trusted Advisor Investments

One Trusted Advisor Investments (CRD# 130417) is a financial advisory firm headquartered in Brentwood, TN. They manage $354,090,002 in 1,078 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    354
    MILLION
  • Total Number of Accounts
    1,078
    ACCOUNTS
  • Average Account Value
    $328,469
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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.

CA, CO, FL, GA, IL, KS, KY, LA, MT, NC, PA, TN, TX, VA, WV

Financial Advisors at One Trusted Advisor Investments
Showing 1 - 4 of 4 top financial advisors.
1
Wade Bilbrey
CRD#: 6355014
101 Winners Circle, Suite 101, Brentwood, TN 37027

Wade Bilbrey (CRD# 6355014) is an Investment Advisor Representative working at One Trusted Advisor Investments in Brentwood, TN and has over 5 years of experience in the finance industry.

2
Andrew Knell
CRD#: 6840600
101 Winners Circle, Suite 101, Brentwood, TN 37027

Andrew Knell (CRD# 6840600) is an Investment Advisor Representative working at One Trusted Advisor Investments in Brentwood, TN and has over 2 years of experience in the finance industry.

3
R. C. Lentz
CRD#: 2633579
101 Winners Circle, Suite 101, Brentwood, TN 37027

R. Lentz (CRD# 2633579) is an Investment Advisor Representative working at One Trusted Advisor Investments in Brentwood, TN and has over 23 years of experience in the finance industry.

4
Keith E. McKissock
CRD#: 5039387
101 Winners Circle, Suite 101, Brentwood, TN 37027

Keith McKissock (CRD# 5039387) is an Investment Advisor Representative working at One Trusted Advisor Investments in Brentwood, TN and has over 8 years of experience in the finance industry.

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