Family Tree Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Family Tree Wealth Advisors serves individual clients, including high-net-worth individuals, providing ongoing discretionary portfolio management and financial planning to a small client base with about $12.35 million in assets under management. The firm offers investment supervisory services and delivers financial planning on an hourly or one-time basis, with an account minimum typically set at $100,000 that the adviser may waive.
The adviser documents each client’s objectives in a customized Investment Policy Statement and relies on fundamental analysis while employing both long‑ and short‑term trading strategies, operating with discretionary trading authority. Client work is tailored rather than model‑based: the firm takes a holistic approach that gathers extended family information (children, grandchildren, parents) to inform planning, and implementation of financial plans is left to the client unless further services are engaged.
Compared with peers, the firm’s client roster is relatively small with a higher AUM‑per‑client concentration and it does not participate in wrap fee programs or accept outside sales compensation. Other notable operational features include permitting client‑directed brokerage, maintaining constructive custody only for fee deduction, and providing financial planning primarily as a one‑time deliverable with additional reports available for a fee.
Client services
Expertise
Fee options
$1 - $500,000: 1.00% $500,001 - $1,500,000: 0.85% $1,500,001 - $4,000,000: 0.70% $4,000,001 - $10,000,000: 0.55% Above $10,000,000+: 0.40%
$150/hour
Account minimum: $100,000 (may be waived)
Main office
2598 N Mt Juliet Rd, Suite 100
Mt Juliet TN 37122
Advisors at this office
1
Most active in
Tennessee
Also doing business as
Family Tree Wealth Advisors · Family Tree Wealth Advisors, 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:
-
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.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
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
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")