Sailer Financial, Inc.

Sailer Financial, Inc. (CRD# 127411) is a financial advisory firm headquartered in Brentwood, TN. They manage $302,713,741 in 608 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    303
    MILLION
  • Total Number of Accounts
    608
    ACCOUNTS
  • Average Account Value
    $497,884
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
  • Selection of other advisers (including private fund managers)
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, TN, TX

Financial Advisors at Sailer Financial, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Amy Chubbs
CRD#: 1811253
320 Seven Springs Way, Suite 130, Brentwood, TN 37027
96
Wealthminder
score

Amy Chubbs (CRD# 1811253) is an Investment Advisor Representative working at Sailer Financial, Inc. in Brentwood, TN and has over 29 years of experience in the finance industry. Amy Chubbs 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.

2
Jeremy P. Hutzel
CRD#: 5527843
320 Seven Springs Way, Suite 130, Brentwood, TN 37027
96
Wealthminder
score

Jeremy Hutzel (CRD# 5527843) is an Investment Advisor Representative working at Sailer Financial, Inc. in Brentwood, TN and has over 9 years of experience in the finance industry. Jeremy Hutzel 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.

3
Jenny E. Wilson
CRD#: 5506027
320 Seven Springs Way, Suite 130, Brentwood, TN 37027
93
Wealthminder
score

Jenny Wilson (CRD# 5506027) is an Investment Advisor Representative working at Sailer Financial, Inc. in Brentwood, TN and has over 8 years of experience in the finance industry.

4
Andrew C. Michael
CRD#: 6512895
320 Seven Springs Way, Suite 130, Brentwood, TN 37027
90
Wealthminder
score

Andrew Michael (CRD# 6512895) is an Investment Advisor Representative working at Sailer Financial, Inc. in Brentwood, TN and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.