CC
CFP
CC
CFP

Carolyn Conover

15 Years of Experience
Nashville, TN

Carolyn Conover is a CFP-designated registered investment advisor at Davis, Davis and Conover Wealth Management, LLC, based in Nashville, TN, with 15 years of industry experience. Carolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Retirement Planning. Their firm serves 154 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$169.6M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
  • Comprehensive financial plan — $1,500 to $5,000, depending on the complexity of the plan.
  • Consulting services — $250 per hour.
One-Time Plan:$1,500 - $5,000
Hourly Rate:$250/hr
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Location

3102 West End Ave, Suite 400, Nashville, TN, 37203

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Davis, Davis and Conover Wealth Management, LLC
January 2017 - Present · 9 yrs 3 mos
Previous Registrations
Tbh Advisors, LLC
October 2016 - March 2018 · 1 yr 5 mos
UBS Financial Services INC.
February 2011 - October 2016 · 5 yrs 8 mos
UBS Financial Services INC.Broker
November 2010 - October 2016 · 5 yrs 11 mos
State Registrations1 state
TN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.