Studdard Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individual and high‑net‑worth clients with financial planning and discretionary portfolio management, producing written financial plans and offering implementation and ongoing management tailored to each client's goals. Services cover a broad range of securities — including equities, fixed income, mutual funds, ETFs and options — and the firm typically manages accounts on a discretionary basis with the ability to accept reasonable client restrictions.
Its investment process combines asset allocation with both fundamental and technical analysis to identify and time investments, and it uses active strategies such as options trading as appropriate to client objectives. As part of its management service the firm provides annual plan and tax‑plan reviews and includes a weekly market update newsletter to clients at no additional charge.
The firm is notable among peers for permitting the use of borrowing within separately managed accounts and for maintaining a regular client newsletter, features that are uncommon for similar independent advisors. The principal also maintains non‑advisory business interests in real estate ventures and a funeral‑home holding company, the firm uses an external registered adviser for billing and succession arrangements, and the principal previously settled a FINRA arbitration.
Client services
Expertise
Fee options
Fixed fee from $500 to $5,000 for complex financial planning or consulting, negotiable
Up to $250 per hour for financial planning services; negotiable
Account minimum: $250,000 (may be waived at discretion) Fee-only: Hourly rate up to $250/hour for financial planning; Fixed fee range from $500 to $5,000 for complex financial planning or consulting
Main office
1922 Exeter Rd, Suite 23
Germantown TN 38138
Advisors at this office
1
Most active in
Florida · Mississippi · Tennessee · Texas
Also doing business as
Studdard Financial · Studdard 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
Quick links
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