RAYBURN WEST FINANCIAL SERVICES
SEC RegisteredTailored Investment Management. Modern Planning.
About the firm
Rayburn West Financial Services is an independent, fiduciary wealth advisory firm based in Tennessee, helping clients build, preserve and transition wealth through tailored investment management and coordinated financial planning. Based in Nashville and serving clients nationwide, they combine active security selection with comprehensive financial planning to align investments with client goals, timeline and tax considerations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Active security selection, integrated financial planning (including retirement income planning, tax strategies, estate planning, and risk management), and business wealth advisory for founders focusing on cash flow, transaction proceeds, liquidity needs and family goals.
Who they serve
Retirees, professionals, business owners, families building a lasting plan, and owners navigating business wealth.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 82 | $26M |
| High Net Worth Individuals | 59 | $216M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $50,000 | 1.50% |
| $50,001 - $250,000 | 1.25% |
| $250,001 - $500,000 | 1.15% |
| $500,001 - $750,000 | 1.10% |
| $750,001 - $1,000,000 | 1.05% |
| $1,000,001 - $2,000,000 | 1.00% |
| $2,000,001 and Above | — |
Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RAYBURN WEST FINANCIAL SERVICES has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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