Skela Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Skela Financial provides fee-based investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary, custom-managed portfolios and, when appropriate, recommends and oversees unaffiliated third‑party money managers through managed‑account programs.
Skela employs a tactical allocation strategy across a wide array of securities and may use fundamental, technical, and cyclical analysis; its approach includes long- and short-term trading and the selective use of cash positions as hedges. Financial planning and portfolio recommendations are tailored to client objectives and any client‑imposed restrictions, and the firm conducts ongoing oversight of selected sub‑advisors.
Notably, despite being an extremely small independent adviser with a single registered advisor and no client assets reported as of December 31, 2025, Skela provides portfolio management services for institutional clients, a capability that is uncommon among peers. The combination of discretionary management, use of third‑party managed‑account programs, and availability of both fixed‑fee and hourly planning engagements distinguishes its service mix from many similarly sized firms.
Client services
Expertise
Fee options
Up to $15,000 per comprehensive financial plan, depending on scope and complexity
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.90% $10,000,001+: 0.75%
$250 per hour, negotiable
Account minimum: $750,000
Main office
3401 Mallory Lane, Suites 100 & 200
Franklin TN 37067
Advisors at this office
1
Most active in
Florida · Tennessee
Also doing business as
Skela Financial · Skela Financial 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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