Tim Cantrell, CFP®

Personal investment management and financial planning for committed investors.

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Applied Capital Tim Cantrell, CFP®
Nashville, TN

Serving Clients Nationwide

Personal investment management and financial planning for committed investors.

21 Certified Advisor Reviews™
Rate this Advisor

Areas of Focus

  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Setting Up Retirement Accounts
  • Tax-Smart Distribution Planning

About Me

As a CERTIFIED FINANCIAL PLANNER™ Professional and Principal Investment Advisor of Applied Capital’s Nashville office, Tim Cantrell leads a team dedicated to delivering personalized financial planning and investment management services. With a focus on fostering client relationships and driving growth, Tim ensures that every client receives comprehensive planning advice.

Tim has a proven track record of helping clients achieve their financial goals through tailored strategies and a commitment to transparency and integrity. Under Tim’s leadership, the Nashville office has thrived, becoming a trusted partner for individuals and families seeking comprehensive financial planning.

Tim oversees a talented team of professionals, including:

• Jack Hudson, MBA, CFP ® : A seasoned financial planner with extensive experience in wealth management and retirement planning.

• Ethan Slate: Holds a Finance degree with a concentration in Financial Planning and brings a fresh perspective to the team’s strategic initiatives.

• Tyler Baskin: Holds a Finance degree and is working on obtaining his CFP ® designation.

• Cannon Pace: Also a Finance graduate with a concentration in Financial Planning, known for his analytical skills and client-focused approach.

Recognized as a SmartVestor Pro by the Ramsey Solutions organization, Tim adheres to a defined code of conduct and aligns with the financial planning principles espoused by Dave Ramsey and his Ramsey Solutions program. Principles include investor education, debt elimination, maintaining emergency funds, not using insurance as an investment vehicle, and not using proprietary investment products.

Educationally, Tim holds a Master of Business Administration from Baylor University and a Bachelor of Business Administration from the University of Texas at Arlington. Additionally, Tim holds a CFP ® designation, a Series 65 securities license, and a Life and Health Insurance license.

Outside the Office

Tim lives in Nashville, Tennessee with his wife of 28+ years, Ashley Cantrell, and their three children, Sawyer, Sydney, and Grace. He is a former scout leader and the proud father of an Eagle Scout. Sawyer graduated from the University of Chattanooga. Sydney graduated with honors from Johns Hopkins University and was salutatorian of her high school class. Grace, the youngest, is a senior engineering student at the Colorado School of Mines and was the recipient of the Faculty Medalist Award at Hillsboro High School.

As Past-President and Chairman of the Board of the Sertoma Club of Nashville, Tim has served the Nashville community. Sertoma, which stands for Service to Mankind, is a civic organization devoted to serving the local needs of children and adults with hearing health and communicative disorders. He also served four years as a softball coach for his daughter’s teams and has spent many hours as a fundraising volunteer with projects for both Sertoma and the Boy Scouts of America.

Outside of work, Tim is passionate about community involvement and enjoys fishing, especially saltwater fishing.

With a commitment to excellence and a client-first philosophy, Tim and the Nashville team at Applied Capital are here to guide you through every stage of your financial journey.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Master of Business Administration (MBA)

Primary Location

40 Music Square East, Ste.102 Nashville, TN 37203

Additional Locations

📍 415 N. McKinley Street, Ste. 1045 Little Rock, AR 72205

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule your initial conversation. In this first in-person or virtual meeting, we will hear your story to determine how we can help. Once we understand where you currently are, then we can help you articulate what you want to accomplish. We look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

At Applied Capital, your financial goals meet expert guidance and strategic investment solutions.

As a premier investment firm, we specialize in crafting tailored strategies to optimize your financial growth and secure your future. With a dedicated team of seasoned professionals, we navigate the dynamic landscape of investment opportunities to deliver personalized portfolios designed to align with your unique objectives.

Whether you're planning for retirement, wealth preservation, or seeking to grow your assets, we're here to empower you with the knowledge and resources necessary to make informed decisions and achieve your financial aspirations. Explore our services and discover why committed investors choose Applied Capital.

Create a financial plan.

Our goal is to first understand what we call your Personal Economy, which is everything you own, owe, earn, and spend. Once we fully understand your complete financial picture, we can make recommendations that align with your best interest. From there, we work with our clients to execute and continually improve their ever-evolving financial plan.

There is a different way to invest.

Guided by a strong belief in efficient markets and academic research, we help clients build and manage well-diversified portfolios in a cost effective manner. We serve clients who want transparency and results. Our goal is to help clients become disciplined investors who understand the investment process.

Meet your team.

At Applied Capital, we believe in the power of collaboration and expertise. Together, we’re committed to delivering exceptional results and guiding you through the tricky parts of the financial world. We have offices located in Little Rock, AR and Nashville, TN to connect in-person. We also work virtually with many clients across the country.

Education

Baylor University, Master of Business Administration | University of Texas at Arlington, BBA in Finance

Hobbies and Interests

  • Family
  • Fishing

Who We Serve

  • Business Owners
  • Corporate Executives
  • Dentists
  • Dual Income Family
  • Entrepreneurs
  • Physicians
  • Sales Professionals
  • Technology Professionals

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


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One of the Best!

✅ Wealthtender Certified Advisor Review™
Dec 15, 2024
Applied Capital has been managing our finances for 6 years. They are excellent at working with clients to personalize investing and recommend different options based on a client's preferences. They are always available to answer any questions or schedule regular meetings. We have been very pleased with the growth of our portfolio. It has allayed much worry, knowing our financial advisors at Applied Capital are constantly monitoring the market and making changes to our advantage. This was especially true during the turbulent COVID years. Everyone wants the maximum benefit from their investments/retirement accounts, and we highly recommend the advisors at Applied Capital to guide you in achieving this very important goal!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Robert Patricia
Robert Patricia

Great Experience!

✅ Wealthtender Certified Advisor Review™
Dec 13, 2024
I've worked with Tim and Jack for the past few years and they have helped me structure my finances, as well as build a strong retirement plan.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Justin M
Justin M

Responsive and Helpful Team

✅ Wealthtender Certified Advisor Review™
Dec 6, 2024
I have been working with the team at Applied Capital for several years now and am pleased with my experience. Financial questions have come up through personal life changes, job transitions, and time - Tim, Jack, and Cannon are all responsive to any needs I have had and have given great advice.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for MS
MS

Financial Advice for all the Stages of Your Life

✅ Wealthtender Certified Advisor Review™
Dec 5, 2024
I met Tim through my tax accountant. My accountant felt that my portfolio could be restructured to provide me with the returns I wanted and reduce taxes at the same time. Tim did a thorough evaluation of my portfolio and explained that by making certain changes I could reduce my taxes. And so I began working with Tim. As I was gliding toward retirement, I had many conversations with TIm and Jack about what I hoped to achieve financially. When I was purchasing a new home and renovating it, Tim came up with some ideas for financing it in a way that was more benfeicial to me. Now that I am in retirement, Tim and Jack have again helped me with the tax implications of various decisions. I think their greatest strength is that they learn about you and listen! Great team and I have referred other clients to them and will continue to do so!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mary Ellen Signorille
Mary Ellen Signorille

Resourceful Team

✅ Wealthtender Certified Advisor Review™
Dec 5, 2024
Tim and Jack are great resources when you have questions about your finances. They are extremely helpful about getting things in order and making sure you are prepared for whatever stage of life you're in.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Laura
Laura

Excellent Group of Professionals

✅ Wealthtender Certified Advisor Review™
Dec 5, 2024
Tim, Jack, Ethan, Tyler and Cannon are an excellent group of financial advisors. Working as a team, they have been able to assist my wife and me with understanding how to plan and invest for financial security. They have painstakingly worked with us to try and understand what the future will look like and design a financial portfolio that helps to achieve that future goal. Along with managing the activities of the portfolio, they constantly are looking for new opportunities to bring to the table for discussion. I would and do highly recommend the Applied Capital team!!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Rick C.
Rick C.

Strictly the best

✅ Wealthtender Certified Advisor Review™
Dec 4, 2024
We have been working with Tim and Jack for a number of years and have always received excellent service, genuine concern, and quick responses to any and all inquiries regardless of how mundane some of them may be. For example, I recently asked Tim when would be the best time to buy a new vehicle and what would be the best way to pay… cash or monthly note. He responded in minutes with sound financial advice along with a few car tips. Their responses are always in a timely manner and they are also always patient and take time in explaining everything about our accounts in a way that we can understand it.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Randy Safer
Randy Safer

Exceptional Guidance for a Secure Retirement Journey

✅ Wealthtender Certified Advisor Review™
Dec 4, 2024
My wife and I began our partnership with Tim and Jack a few years ago, and it has truly transformed our perspective on retirement. Their extensive knowledge and unwavering support have not only equipped us to confidently prepare for the future, but they’ve also provided protection against life’s unexpected challenges. We now feel empowered and optimistic about our financial standing and what lies ahead. Thank you, Tim and Jack, for your invaluable expertise and heartfelt kindness!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Alan and Ashley Proctor
Alan and Ashley Proctor

Best in Class Advisory Team

✅ Wealthtender Certified Advisor Review™
Dec 4, 2024
Jack, Ethan and the team at Applied Capital have been nothing short of spectacular during my 8 year tenure with them serving as my financial advisors. They have helped set my family on a path for short and long term financial stability, growth and success. The team is always responsive and informative to any questions I need answered and help ensure that I understand the different strategies and approaches we can take for my families financial future. They take a very hands on approach for their customers and are very attentive to my needs and concerns. I could not be more pleased with their professionalism, planning and investment expertise, customer first mindset, stewardship approach to investment and financial management, and overall success in returns on our investment portfolios. They offer a variety of different products and approaches that can be uniquely catered to those who may just be starting on their savings journey, starting a family, or those that have already amassed substantial wealth and have a need for tax advantaged outcomes for their portfolios. Whatever your situation might be, I can assure you that the team at Applied Capital can meet your needs and help guide and support you in growing your wealth, setting up a financial plan for your specific goals and creating sustainable financial success and independence that meet your specific goals!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mac Hudson
Mac Hudson

Highly Recommended Financial Advisor

✅ Wealthtender Certified Advisor Review™
Dec 3, 2024
I appreciate Tim and his team for providing sound financial advice on my short & long term investments over the many years. His team even provided guidance on my 401K allocation which was not under their management. I look forward to continued success in my finances.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ed Rivera
Ed Rivera

Individual Attention and Care

✅ Wealthtender Certified Advisor Review™
Dec 3, 2024
Tim has always been available for us and willing to teach us. We came to Tim in the midst of a huge financial mess. We had no idea of what we were doing. Tim walked us through everything patiently teaching us along the way. He got us through our difficulty. He was always available and we trust him completely.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Barbara Willis
Barbara Willis

Extremely Happy with Applied Capital

✅ Wealthtender Certified Advisor Review™
Dec 3, 2024
Our experience with Applied Capital has been tremendous. My family and I have entrusted our finances and retirement planning to Tim and Jack, and they have far exceeded our expectations with constant communication, purposeful planning and very insightful strategies to help us maximize our savings for retirement. They listen to us and give great advice, and my wife and I feel so blessed to have them helping us plan for our future. Five stars isn't enough for our experience so far, truly the best we have ever worked wtih.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Bart Brooks
Bart Brooks

Good people and great managers of our nest egg!!!

✅ Wealthtender Certified Advisor Review™
Dec 3, 2024
Working with Tim and Jack has been a great experience. We sat down and worked through the type of risk and returns we were looking to achieve as we move towards retirement. They have delivered everything we discussed and MORE. Extremely happy with their management of our funds and the returns we have been experiencing.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Bill Andrews
Bill Andrews

Very Happy with Applied Capital

✅ Wealthtender Certified Advisor Review™
Dec 3, 2024
We have been with Tim and his team for some time now and we've been very pleased with the service. Tim and team are very committed to ensuring their customers are informed and satisfied with their services. Tim always makes time for me and my wife whenever we have questions and, if we email, his responses are prompt. I've worked with other financial planners in the past, but Tim and Jack have been a couple of the best. I'm very happy to have Applied Capital working for me and my retirement.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Bill
Bill

Highly recommend

✅ Wealthtender Certified Advisor Review™
Dec 3, 2024
Tim and his team take money and investing very seriously. Tim has a knowledge of investments and how they best suit the investor. Tim is an honest man who isn't afraid to share the truth. I would highly recommend him and his team. Tim is also mentoring the next generation of investors.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ann Schwichtenberg
Ann Schwichtenberg

Great people to work with

✅ Wealthtender Certified Advisor Review™
Dec 2, 2024
Tim and the team at Applied Capital have been a pleasure to work with. They are diligent with their recommendations and are very knowledgeable. I plan to continue to work with Applied Capital until retirement.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Zachary Phillips
Zachary Phillips

Top notch

✅ Wealthtender Certified Advisor Review™
Dec 2, 2024
A professional team with your family’s best interest at heart.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Todd Douglas
Todd Douglas

So nice to work with

✅ Wealthtender Certified Advisor Review™
Dec 2, 2024
From the initial meeting to now many years later this is the easiest group of people to work with. The periodic emails are greatly appreciated. They don’t come so often to clog your inbox but frequent enough to know you are well informed. It also helps that they are making me lots of money!!!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ryan W
Ryan W

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 4, 2024
I can highly recommend Applied Capital. I've used them for my financial planning for the last 7 years, and have been nothing but pleased. They're knowledgeable, honest, and creative.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for paula ladd
paula ladd

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 15, 2024
-
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Daniel Glassman
Daniel Glassman

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 22, 2023
We've really enjoyed working with Jack & Ethan. Highly recommend.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ricky Shockley III
Ricky Shockley III