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Brice Eldredge

Advisor at Edgehelm Financial

Updated today

Location

Nashville, TN 37215

Credentials

Series 66

Industry experience

9 years

About

Brice Eldredge is a financial advisor at Edgehelm Financial in Nashville, TN, with nine years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Lincoln Financial. Eldredge also operates a family office offering concierge-level investment services to a select group of clients. Edgehelm Financial provides investment advisory and financial planning services to individuals and corporate clients, including business management and family office services. The firm serves employer-sponsored retirement plans by preparing investment policy statements, monitoring investments, and offering fiduciary education, using a range of strategies with mostly non-discretionary assets under management.

Client services

Based on Edgehelm Financial

Financial planning Portfolio management

Expertise

Based on Edgehelm Financial

Wealth management General estate planning guidance Annuities

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Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%

Other

Account minimum: $1,000,000 Fee-only: Fixed fees for financial planning projects range from $5,000 to $100,000 per project, negotiable and charged in advance.

Location

40 Burton Hills Blvd., Suite 200

Nashville, TN 37215

Most active in

California · Tennessee

Work history

Edgehelm, LLC

2019 - Present (7 years)

LINCOLN FINANCIAL ADVISORS Corporation

2016 - 2019 (3 years)

Lincoln Financial

2016 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 66

Nashville, TN

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Active portfolio management
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Series 66

Franklin, TN

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General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Debt management Wealth management
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William J

Series 66

Nashville, TN

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William Jones is a financial advisor at Boulevard Money LLC in Nashville, TN, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at Advisory Services Network, LLC, AXA Advisors LLC, and Kanter Public Relations. Boulevard Money LLC is an independent investment adviser serving individual clients, including high-net-worth households, with discretionary portfolio management and financial planning services. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs, tailoring asset allocation to client goals and risk tolerance, and offers planning support for business owners and rental real estate investors.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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Tyler B

CFP®, Series 66

Nashville, TN

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Annuities
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Sofia G

CFA®

Franklin, TN

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Tax-loss harvesting General tax planning Wealth management
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Winston J

Series 66

Franklin, TN

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Winston Justice is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at AllianceBernstein L.P. and SageSpring Wealth Partners LLC. Outside of finance, he is the owner and founder of Elixr Coffee Roasters, a chain of coffee shops based in Brentwood, TN. Elevation Point Wealth Partners provides investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm employs tactical, model-based asset allocation across multiple risk-targeted portfolios and operates as a multi-advisor platform with approximately 20 advisors.

Wealth management Private / alternative investments Tax-loss harvesting Retirement income strategy Founder/Business Owner Executive Established Professionals
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