Skela Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 2 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
0
Very LowAverage account size
—
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
Financial planning
Portfolio management
Selection of other advisers
Expertise
Tax-loss harvesting
General tax planning
Wealth management
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 location
Skela Financial
3401 Mallory Lane, Suites 100 & 200
Franklin TN 37067, United States
Number of offices
2
Most active in
Skela Financial has reported serving >5 clients in these states in the last 12 months.
Florida · 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.
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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
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