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John E. Wade, CFP®

Wunderlich Securities, Inc

3000 Meridian Blvd
Ste 180
Franklin, TN 37067
Phone: (615) 567-2100

Toll-free: (866) 490-7949

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households

 

How Planner Charges

Considerations: Majority of practice is fee-based with few exceptions for commission based accounts.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.