UBS Financial Services
47yrs
Top 1% by experience in Nashville
14yrs
Michael Eppler is a fiduciary financial advisor in Nashville, Tennessee, with 14 years in the industry. After 12 years at Wells Fargo Advisors, Michael joined &partners in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Michael holds the CFP® designation.
One of 1133 advisors with offices in Nashville, and one of 1029 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 50% of advisors in Nashville
Office40 Burton Hills Blvd. Suite 350, Nashville, TN 37215
Firm&partners
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$384,909
Advisors at the firm545
States licensed ?1 state
Services through &partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – now&partnersCurrent firm
- 2012 – 2024Wells Fargo Clearing Services, LLCPreviously
Contact Michael
(615) 255-6431&partners main office 40 Burton Hills Blvd. Suite 350Nashville, TN 37215Office · Get directions LinkedIn page&partners
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call &partners at (615) 255-6431 and ask for Michael Eppler. Michael works from the Nashville, TN office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2012, about 14 years. More experience than 50% of advisors in Nashville.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
&partners reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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