Boulevard Money
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Boulevard Money LLC is a small, state-registered independent advisory firm that serves individual and high‑net‑worth clients with portfolio management and comprehensive financial planning. The firm provides continuous, discretionary investment management alongside both ongoing subscription-style planning and project-based planning that can address retirement, estate, business, cash flow, and real estate investing needs.
The adviser primarily uses a passive investment approach built with index mutual funds and ETFs, while also employing fundamental, technical, and cyclical analysis when selecting sectors or specific holdings. Boulevard Money works with clients to establish individualized investment policies and monitors plans and accounts through periodic reviews and ongoing client communication.
Noteworthy for a firm of its size, Boulevard Money acts as a wrap fee program sponsor, offering bundled account arrangements that cover trading and custody services — a role uncommon among small independent advisers. The firm also disclosed a recent regulatory consent order tied to a temporary net capital shortfall and reports it has implemented internal controls and a separate reserve to address the issue, information prospective clients may consider when evaluating the firm.
Client services
Expertise
Fee options
Project-Based Financial Planning fixed fee ranging from $500 to $2000, negotiable; 50% due at start, remainder at completion.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.90%
Ongoing Comprehensive Financial Planning has an upfront charge of $1,000 plus a monthly fee of $100-$500, paid monthly in advance. Fees may be negotiable.
Main office
4235 Hillsboro Pike, Suite 355
Nashville TN 37215
Advisors at this office
1
Most active in
Tennessee
Also doing business as
Boulevard Money · Boulevard Money 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
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