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.

3 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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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