Arrow Alliance
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Arrow Alliance is an independent, Tennessee‑registered investment adviser formed in 2022 that serves individuals, high‑net‑worth clients, businesses, trusts and estates. The firm offers monthly fixed‑fee financial counseling, discretionary wealth management provided on a wrap‑fee basis, and retirement plan consulting for ERISA and non‑ERISA plan sponsors.
The firm follows a goals‑based, long‑term investment approach focused on asset allocation across public and private vehicles and may use third‑party managers, mutual funds, ETFs, separately managed accounts and select alternatives. For retirement plans Arrow Alliance provides fiduciary consulting services — including investment policy statement preparation, investment monitoring, qualified default investment alternative (QDIA) guidance, benchmarking and vendor liaison — and favors lower‑cost mutual fund solutions for 403(b) plans when appropriate.
Distinctive aspects of Arrow Alliance include operating discretionary wealth management solely as a wrap‑fee program while also offering plan‑level fiduciary services that can include acting as an ERISA Section 3(38) investment manager. The firm manages a meaningful asset base with a relatively small client roster and structures engagements (from tailored fixed‑fee counseling to retirement plan vendor support) to serve both complex individual and institutional needs.
Client services
Expertise
Fee options
Financial counsel monthly fixed fees range from $500 to $25,000 per month
Minimum fee: Minimum project fee of $2,500 for financial counsel services
Main office
6700 Tower Circle, Suite 360
Franklin TN 37067
Advisors at this office
2
Most active in
Tennessee · Texas
Also doing business as
Arrow Alliance · Arrow Alliance, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Theodore N
Series 66
Franklin, TN
Arrow Alliance
Theodore Nielsen is a financial advisor at Arrow Alliance with nine years of industry experience. He holds a Series 66 designation and has worked previously at Sanford C. Bernstein & Co., LLC, Fidelity Brokerage Services LLC, Edward Jones, and Thrivent Financial. Prior to his advisory roles, he was employed at Augsburg University. Arrow Alliance is an independent Tennessee-registered investment adviser serving individuals, high-net-worth clients, businesses, trusts, and estates. The firm follows a goals-based, long-term investment approach emphasizing asset allocation across public and private vehicles and offers discretionary wealth management through a wrap-fee program alongside fiduciary consulting services for retirement plans.
Grayson G
CFP®, Series 66
Franklin, TN
Arrow Alliance
Grayson Garvin is a CFP® and Series 66 holder with eight years of experience in the financial industry. He has worked at Arrow Alliance since 2022 and previously held roles at Dixon Wells and Southwestern Investment Group, among others. Prior to his advisory career, he was employed by the Tampa Bay Rays. Arrow Alliance is an independent Tennessee-registered investment adviser serving individuals, high-net-worth clients, businesses, trusts, and estates. The firm employs a goals-based, long-term approach to asset allocation using a mix of public and private investment vehicles and provides fiduciary consulting and discretionary wealth management through wrap-fee programs.
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