Boulevard Money
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,300,000
Clients
24
8% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
24
TypicalAverage account size
$429,167
About
Boulevard Money provides portfolio management and financial planning to individual and high‑net‑worth clients. Services include continuous investment management alongside both project‑based and subscription‑style financial planning engagements that can address business planning, retirement and estate planning, tax considerations, college savings, insurance, and rental real estate.
The firm develops individualized investment policies and typically implements them with passively constructed portfolios using index mutual funds and ETFs, while also applying fundamental, technical, and cyclical analysis when appropriate. Portfolio supervision is guided by client objectives and risk tolerance, and clients may impose reasonable restrictions on securities or sectors.
A distinctive feature for a firm of this size is that Boulevard Money sponsors a wrap fee program, an arrangement that is uncommon among independent peers and is described in its ADV. The firm also highlights integrated advice for business owners and rental real estate investors and discloses that it does not accept third‑party compensation or performance‑based fees.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
Project-Based Financial Planning fixed fee ranging from $500 to $2,000 depending on complexity
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.90%
Ongoing Comprehensive Financial Planning monthly fee ranging from $100 to $500 per month
Minimum fee: Financial Planning upfront charge of $1,000 for ongoing comprehensive planning
Main office location
Boulevard Money
4235 Hillsboro Pike, Suite 355
Nashville TN 37215, United States
Number of offices
1
Most active in
Boulevard Money has reported serving >5 clients in these states in the last 12 months.
Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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