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FAMILY TREE WEALTH ADVISORS, LLC
FAMILY TREE WEALTH ADVISORS, LLC
MT JULIET, Tennessee
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1 registered advisor
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CRD# 157777
SEC# 801-72567
615-553-2704
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at FAMILY TREE WEALTH ADVISORS, LLC
1 registered advisor
Scott Frederick Davis
MT JULIET, Tennessee
CRD# 4252596
05
Office Locations
MT JULIET, Tennessee
1 advisor
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Data sourced from SEC Form ADV filings. FAMILY TREE WEALTH ADVISORS, LLC (CRD# 157777) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.