Alongside Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$84,606,659
Clients
66
Advisors
2
of 2 employees
About
The firm provides discretionary portfolio management, financial planning, and qualified plan consulting for individuals (including high-net-worth clients), trusts, estates, charitable organizations, and employer-sponsored retirement plans. Services include comprehensive financial planning, ongoing annual reviews, and 401(k) plan services such as investment policy development, non‑discretionary investment advice to plan sponsors, and participant education.
Investment management is tailored to client goals and implemented through asset allocation, rebalancing, and the use of third‑party sub‑advisers or model portfolios where appropriate. The firm invests across stocks, bonds, mutual funds, ETFs, and may include alternative investments (private equity and private credit) and direct indexing strategies, and it monitors accounts continuously while offering access to strategies such as securities‑backed lines of credit when suitable.
The firm’s leadership holds both CPA and CFP credentials and the brochure discloses an affiliation with accounting expertise, though it states the firm does not currently provide tax or accounting services or accept signatory authority over client accounts. Compared with many peers, the firm explicitly highlights ERISA co‑fiduciary plan consulting, the use of direct indexing and securities‑backed lines of credit, and the firm’s reliance on AI tools for certain processes (with an opt‑out for meeting recordings), which are notable operational features for a small, two‑advisor advisory practice.
Client services
Expertise
Occupation focus
Fee options
Fixed quarterly fees for ongoing financial planning services.
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.60% annually $10,000,001+: 0.40% annually
One-time financial planning fees typically range between $200 - $350 per hour.
Account minimum: $25,000 Minimum fee: Financial planning fees typically range from $1,000 to $50,000 annually, billed quarterly ($250 to $12,500 per quarter). One-time fees typically range between $200 - $350 per hour. Fee-only: Financial planning fees charged as fixed fees or hourly fees, negotiable based on complexity and scope.
Main office
Nolensville TN
Advisors at this office
2
Most active in
California · Louisiana · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Andrew C
CFP®, Series 63, Series 65
Nolensville, TN
Alongside Wealth Advisors, LLC
Andrew Clement is a CFP® certificant with seven years of industry experience. He is a managing member and Chief Compliance Officer at Alongside Wealth Advisors, LLC, where he has worked since 2022. He previously held positions at Ronald Blue & Company and other firms. Clement is also a licensed Certified Public Accountant since 2011, though he does not provide accounting or tax services as part of his advisory role. Alongside Wealth Advisors offers discretionary portfolio management, financial planning, and qualified plan consulting for individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm uses tailored investment management strategies, including direct indexing and securities-backed lines of credit, and integrates AI tools in its operations.
Christopher L
CFP®, Series 65
Nolensville, TN
Alongside Wealth Advisors, LLC
Christopher Lim is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Alongside Wealth Advisors, LLC and previously worked at Ronald Blue Trust and Ronald Blue & Co. from 2015 to 2024. Alongside Wealth Advisors, LLC provides personalized financial planning, discretionary portfolio management, and qualified retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm uses tailored asset allocation strategies and offers services ranging from business planning to ERISA-related plan advice.
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