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Planning Advantage LLC (Brentwood)


Planning Advantage LLC is a large advisory firm based in Brentwood. It manages $198 million of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Tennessee and Texas.

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Planning Advantage provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Planning Advantage: assets under management

The assets under management (AUM) of Planning Advantage LLC is $198 million. The firm's AUM has grown by 249% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $15 million in discretionary accounts and $183 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $600 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $18.3 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Planning Advantage LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Brentwood

The principal office where Planning Advantage LLC performs its advisory services is located at 214 Centerview Drive, Brentwood, TN 37027, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 615-376-7890 or by fax 615-373-0754. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.planningadvantage.com.


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