Finwell, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$94,345,422
Clients
130
Advisors
4
across 3 offices
About
Finwell works with individuals and families — including high-net-worth clients — and also provides financial wellness services to businesses, non-profits, government agencies, and universities. The firm offers financial education, customized financial planning, and wealth management through discretionary and non-discretionary portfolio management and separately managed accounts.
The firm’s investment approach is centered on strategic asset allocation and Modern Portfolio Theory, favoring a long-term, non–market-timing strategy that is implemented using software tools, third-party managers when appropriate, and ongoing monitoring with rebalancing and tax-loss harvesting. Financial planning is integrated into the investment process: client circumstances, risk tolerance, and goals are used to set allocations and any discretionary authority is documented in advisory agreements.
Finwell is notable among peers for offering subscription-based planning alongside project and hourly planning, and for delivering customized newsletters, workshops, and seminars as part of its financial wellness offering. The firm also requires an initial financial planning engagement before providing investment management and maintains a Private Wealth program that can provide limited access to private investments for accredited clients while expressly declining to recommend such private opportunities because of their risks.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees starting at $299 for sessions, $1,999 for comprehensive plans, up to $100,000 or more for one-time plans or access to planning professionals
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.25%
Starting at $299 per hour for financial planning and advisory services
Starting at $300 per month, charged quarterly in arrears for subscription-based financial planning services
Account minimum: $250,000 Minimum fee: Minimum AUM fee of $3,125; Minimum financial planning fee $1,999 Fee-only: Financial planning fees: fixed fees starting at $299 for planning sessions, $1,999 for comprehensive planning, up to $100,000+; hourly fees starting at $299/hour; subscription fees starting at $300/month.
Main office
330 Franklin Road, Ste. 135A-525
Brentwood TN 37207, United States
Offices (3)
Most active in
California · North Carolina · Tennessee · Texas
Also doing business as
Finwell · Finwell Benefits · Finwell, Inc.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
Advisors at this firm
Jacqueline W
CFP®, Series 63, Series 65
Brentwood, TN
Finwell, Inc.
Jacqueline Webster is a CFP® professional with 12 years of industry experience. She is currently with Finwell, Inc. and has previously worked at Cahaba Wealth Management, Inc. and UBS Financial Services. Finwell, Inc. serves individuals and families, including high-net-worth clients, as well as businesses, non-profits, government agencies, and universities. The firm provides financial education, customized planning, and wealth management using a long-term, strategically allocated investment approach integrated with financial planning.
Timothy W
Series 65
Nashville, TN
Finwell, Inc.
Timothy Watson is a financial advisor at Finwell, Inc. in Nashville, TN, holding a Series 65 designation with seven years of industry experience. He has been with Finwell since 2018 and also serves as CTO of Radical Group, Inc., a technology and media business. Finwell works with individuals and families, including high-net-worth clients, and provides financial wellness services to organizations such as businesses, non-profits, and universities. The firm employs a long-term, strategic asset allocation approach based on Modern Portfolio Theory and integrates financial planning with investment management through customized strategies and ongoing portfolio monitoring.
Breanna S
CFP®, Series 66
Nashville, TN
Finwell, Inc.
Breanna Stott is a CFP® and holds a Series 66 license with 17 years of experience in the financial industry. She is currently with Finwell, Inc. and also manages Mischief LLC, a venture fund focused on investing in female-founded or focused start-ups. Breanna’s work with Mischief involves capital raising and deployment. Finwell, Inc. serves individuals, families, and various organizations including businesses and universities, offering financial education, customized planning, and wealth management. The firm employs a strategic, long-term investment approach based on Modern Portfolio Theory and integrates financial planning with portfolio management.
Dallas J
Series 63, Series 66
Nashville, TN
Finwell, Inc.
Dallas Jackson is a financial advisor with Finwell, Inc., holding Series 63 and Series 66 credentials and bringing eight years of industry experience. He previously worked at Bank of America, Merrill, and Fidelity Brokerage Services. Outside of advising, he is a general partner at TipSee Music, a tech startup in Nashville that collaborates with local artists. Finwell serves individuals and families, including high-net-worth clients, as well as businesses, nonprofits, and government entities. The firm emphasizes strategic asset allocation and a long-term investment approach integrating financial planning with portfolio management.
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