Prudent Street Financial Advisors, LLC

About Prudent Street Financial Advisors, LLC

<p>After merging with Seven Springs Wealth Group, Prudent Street Financial Advisors, LLC continues its work out of Brentwood in the Nashville metro area, with services that cover both personal wealth planning and employer retirement plans.</p> <p>Prudent Street Financial Advisors is a Registered Investment Advisor (RIA) and works as a <a href="/plan-advisors">plan advisor</a>, including acting in a 3(21) fiduciary capacity for retirement plan sponsors. The firm also advises on retirement planning, investment management, estate planning, and insurance, with an emphasis on practical decision-making rather than one-size-fits-all portfolios.</p> <p>The firm publishes client education materials on investing, taxes, and money management. In its most recent reported figures, it listed $0.3B in assets under management (2026). Pre-merger SEC filings also referenced more than $300 million in AUM and work with high-net-worth individuals as well as pension and profit-sharing plans.</p> <p>What sets Prudent Street apart is its mix of investment advisory work and plan-level fiduciary support, which can help employers align participant outcomes with day-to-day plan oversight.</p> <ul> <li>Registered Investment Advisor (RIA)</li> <li>3(21) fiduciary services for retirement plans</li> <li>Retirement planning and investment management</li> <li>Estate planning and insurance planning</li> <li>Investor and tax education resources</li> </ul>

Website: https://www.prudentstreet.com/