Fee-only financial advice for busy professionals.
Concierge-level financial advice
As an independent firm, Boulevard Money works with a select number of clients to help them transform their peak earning years into long-lasting financial security. Unlike a large firm where clients are often neglected in favor of new business, our firm makes the commitment to take care of clients above all else. We also uphold a fiduciary standard all the time. There’s no hidden agenda or product pushing. Just sound advice.
A fee-only approach
After more than a decade in financial services, W. Michael Jones, CERTIFIED ESTATE PLANNER®, established Boulevard Money as a registered investment advisor in Nashville, TN.
No products. No commissions. Just client-centric advice and action.
Our fees
Portfolio Management
For clients who meet certain minimums, our firm offers investment management services. Client accounts are held through Charles Schwab & Co.
Fees begin at 1.25% annually of total assets, and go down. See our ADV for the full breakdown.
Financial Planning
For clients who do not meet minimum investment requirements, we are pleased to offer full-service financial planning for a flat fee, paid either upfront or on a recurring basis depending on the scope of our engagement.
Starting as low as $100/month.