Rayburn West Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$242,062,098
Clients
141
Advisors
2
of 2 employees
About
Rayburn West Financial Services serves individual and high‑net‑worth clients, as well as select pension plans and corporate clients, providing wealth management that combines portfolio management and financial planning. Its services include discretionary and non‑discretionary investment management, comprehensive financial planning, and specialized consulting for business owners planning an exit.
The firm emphasizes tailored asset‑allocation strategies that combine fundamental and cyclical analysis and may use both active and passive investment vehicles, with a general preference for longer‑term holdings. Rayburn West operates as a fee‑only fiduciary and directs clients to custody assets at a recommended institutional custodian for execution, reporting, and account administration.
A distinctive feature is that a firm principal maintains an insurance license but does not sell insurance products to clients and disclaims any affiliation with insurance carriers. The firm has recently added exit‑readiness and owner‑transition services, including transaction‑stage and ongoing planning arrangements designed to support business owners through sale, rollover, or succession events.
Client services
Occupation focus
Fee options
Fixed fees for Exit Readiness/Owner Transition Financial Planning ($6,000 to $15,000) and Comprehensive Financial Planning ($2,500 to $5,000)
$0 - $50,000: 1.50% $50,001 - $250,000: 1.25% $250,001 - $500,000: 1.15% $500,001 - $750,000: 1.10% $750,001 - $1,000,000: 1.05% $1,000,001 - $2,000,000: 1.00% $2,000,001+: Negotiated on a case by case basis
Monthly fixed fees for Transaction-Stage Planning ranging from $2,000 to $4,000
Fee-only: Fixed fees for financial planning services ranging from $2,500 to $15,000, monthly fees $2,000 to $4,000 for ongoing planning
Main office
4117 Hillsboro Pike, Suite 208
Nashville TN 37215
Advisors at this office
2
Most active in
Tennessee
Also doing business as
Rayburn West Financial Services · Rayburn West Financial Services 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 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.
Advisors at this firm
Charles W
Series 63, Series 65
Nashville, TN
Rayburn West Financial Services
Charles West III is a financial advisor at Rayburn West Financial Services with four years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Stifel and Piper Sandler. Rayburn West Financial Services provides wealth management to individual and high-net-worth clients, as well as select pension plans and corporate clients, combining portfolio management with comprehensive financial planning. The firm focuses on tailored asset-allocation strategies using both active and passive investments and offers specialized exit-readiness and owner-transition services for business owners.
Charles W
Series 63, Series 65
Nashville, TN
Rayburn West Financial Services
Charles West is a financial advisor at Rayburn West Financial Services in Nashville, TN, with 34 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Purshe Kaplan Sterling Investments for seven years. Rayburn West Financial Services provides wealth management to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers specialized services for business owners, including exit readiness and owner transition consulting, combining investment management with financial planning through client-specific policies and a mix of passive and active investment strategies.
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