Flat fee financial advisors in Tennessee
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in Tennessee is $3,000, from 85 firms that filed as flat fee financial advisors and list a price. The middle half charge $1,350-$5,750. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $3,000 | $1,350-$5,750 | 85 firms |
Flat fee financial advisors in Tennessee and their published fees
85 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Highmark, LLCBrentwood | $250/hr | $100-$25,000 | $1,000-$100,000/yr |
| Paul Winkler, Inc.Goodlettsville | $225/hr | $100-$250 | Not published |
| Mountaintop WealthChattanooga | $250-$300/hr | $125-$500 | $125-$2,000/mo |
| Joel Busboom Financial, LLCFranklin | Not published | $150-$2,000 | $200-$600/mo |
| Infinitus Wealth Management LLCNashville | $250-$750/hr | $200-$1,500 | Not published |
| Sageguard Financial Group, LLCGoodlettsville | $100/hr | $200-$2,000 | Not published |
| Benedetti Wealth Advisors, Inc.Mt. JulietNo AUM fee | $50-$250/hr | $250-$5,000 | Not published |
| Knox Wealth Partners AdvisoryKnoxville | $100-$350/hr | $250-$10,000 | Not published |
| Main Street Investors, LLCBrentwood | Not published | $250-$2,500 | Not published |
| Finwell, Inc.Brentwood | $299/hr | $299-$1,999 | $300/mo |
| Jason Tate Financial Consulting, LLCMurfreesboro | $100/hr | $299-$1,500 | Not published |
| Cornerstone Wealth Management GroupGreeneville | $150-$300/hr | $300 | Not published |
| HMS Investment AdvisorsNashville | Not published | $350-$6,000 | $25,000/yr |
| Palmer Wealth PlanningNashville | Not published | $375-$1,500 | $125-$1,500/mo |
| Marsh Wealth Management, LLCKnoxville | Not published | $450-$4,000 | $125/mo |
| Cothran Capital, LLCMemphis | $300/hr | $495 | Not published |
| Witt Financial Group, LLCCrossville | $300/hr | $495-$2,000 | Not published |
| Adventedge Financial, LLCApison | $200/hr | $500 | Not published |
| Aj AdvisorsNashville | $300/hr | $500-$5,000 | Not published |
| Apogee Wealth Partners, LLCChattanooga | $200-$400/hr | $500-$10,000 | Not published |
| Belvedere Investments CorporationLenoir City | Not published | $500-$10,000 | Not published |
| Bigham Wealth Advisory LLCChattanooga | $80/hr | $500-$1,500 | Not published |
| Dogwood Financial PlanningMemphisNo AUM fee | $300/hr | $500 | Not published |
| Fuerst Financial Group, Inc.Chattanooga | $250/hr | $500-$25,000 | Not published |
| Keystone Financial Resources, LLCBrentwood | $350/hr | $500-$2,200 | Not published |
| Patriot Investment Management Group IncKnoxville | $150-$300/hr | $500-$3,000 | $100-$500/mo |
| Provident Wealth, LLCKnoxville | Not published | $500-$5,000 | $5,000-$15,000/yr |
| Retirement Solutions GroupFranklin | Not published | $500-$1,000 | Not published |
| Southern Capital Partners, LLCFranklin | $500/hr | $500-$50,000 | Not published |
| Studdard Financial, LLCGermantown | Not published | $500-$5,000 | Not published |
| The Stewardship SolutionGermantown | $150-$200/hr | $500-$3,000 | Not published |
| Lattice Wealth AdvisorsChattanooga | $200/hr | $750-$2,500 | $100/mo |
| Goto Financial Advisory LLCFranklinNo AUM fee | $200/hr | $975 | Not published |
| Bellwether Investment Group, LLCHixson | $75-$400/hr | $1,000-$15,000 | Not published |
| Crest Private Wealth, LLCMemphis | $500-$600/hr | $1,000-$40,000 | Not published |
| Decker Wealth Management, LLCNashville | Not published | $1,000-$10,000 | Not published |
| DRW FinancialHixson | Not published | $1,000-$10,000 | Not published |
| Evergreen Advisors, LLCChattanooga | $100-$300/hr | $1,000-$5,000 | $2,000/yr |
| Greensview Wealth ManagementFranklin | $100-$500/hr | $1,000-$5,000 | Not published |
| Jackson Wealth IncFranklin | Not published | $1,000 | Not published |
| Lakeland Wealth Management LLCMemphis | Not published | $1,000 | Not published |
| Rutterer PlanningNashville | Not published | $1,000-$5,000 | $1,050/qtr |
| TD Capital Management LLCMemphis | $300-$375/hr | $1,000-$3,000 | $750/qtr |
| Virtue Capital Management, LLCBrentwood | Not published | $1,000-$15,000 | Not published |
| Wave Wealth Planning, LLCNashville | $400/hr | $1,000 | $325/mo |
| Beacon Capital Management, LLCFranklin | $250-$500/hr | $1,200-$10,000 | $1,200-$15,000/yr |
| Hunley Wealth Management LLCNashville | Not published | $1,200-$25,000 | Not published |
| Von Haefen Financial ManagementNashvilleNo AUM fee | Not published | $1,250-$3,500 | $5,000-$50,000/yr |
| Davis, Davis and Conover Wealth Management, LLCNashville | $250/hr | $1,500-$5,000 | Not published |
| Investgro LLCBrentwood | $500/hr | $1,500-$10,000 | $200/mo |
| Optimalpath Advisors, LLCChurch HillNo AUM fee | $125-$200/hr | $1,500-$5,000 | $3,000-$6,000/yr |
| Pugh Wealth Management, LLCKnoxville | $125-$400/hr | $1,500-$5,000 | Not published |
| Red Oak Advisors LLCMemphis | $350/hr | $1,500-$10,000 | Not published |
| Sagespring Wealth PartnersFranklin | $500/hr | $1,500-$50,000 | Not published |
| Seven Springs Wealth GroupBrentwood | Not published | $1,500-$5,000 | Not published |
| Smith & Co Advisory LLCSpring Hill | Not published | $1,500-$15,000 | Not published |
| True Equity Wealth Management LLCNashville | Not published | $1,500 | $200-$750/mo |
| W Advisors LLCGermantown | $350/hr | $1,500-$10,000 | Not published |
| WMG Financial Advisors, LLCKnoxville | $100-$1,000/hr | $1,500-$10,000 | Not published |
| Guardian Wealth Management, LLCChattanooga | $200/hr | $2,000 | $1,200/yr |
| Hodges Financial GroupNashville | $250/hr | $2,000-$15,000 | Not published |
| Imagine Financial Security LLCChattanooga | $300/hr | $2,000-$10,000 | Not published |
| Integra WealthChattanooga | $550/hr | $2,000-$5,000 | Not published |
| Westrate Capital Management, Inc.Signal Mountain | $150/hr | $2,000 | Not published |
| Allied InvestmentsJohnson City | $150/hr | Up to $2,500 | Not published |
| Arrow AllianceFranklin | Not published | $2,500 | $500-$25,000/mo |
| Financial Compass Investment Services, IncSpringfield | $200/hr | $2,500 | Not published |
| Kessler Planning GroupBolivar | Not published | Up to $2,500 | Not published |
| Moore Wealth Partners, LLCHendersonville | $500/hr | $2,500 | Not published |
| Sagepoint Capital Partners LLCFranklin | $300/hr | $2,500-$20,000 | Not published |
| Sapiat Asset Management, LLCGreeneville | $200-$450/hr | $2,500-$10,000 | $2,500/yr |
| KG Meyer, PCHermitage | Not published | $3,000 | Not published |
| Melby Wealth ManagementBrentwood | $333/hr | $4,000 | $333/mo |
| Mosaic Wealth Consultants, Inc.Millington | Not published | $4,000 | Not published |
| Nomad FinancialKnoxville | $415/hr | $4,000-$15,000 | $15,000/yr |
| Brewer Financial StrategiesNashville | Not published | Up to $5,000 | Not published |
| Cosey Financial Services, Inc.Knoxville | $400/hr | $5,000 | Not published |
| Cravens & Company Wealth ManagementCookeville | $50-$300/hr | $5,000-$10,000 | $10,000/yr |
| Efinancial Alliance, LLCFranklin | $295/hr | $5,000-$10,000 | Not published |
| First Family WealthMurfreesboro | Not published | $5,000-$25,000 | $500/mo |
| Abound Wealth Management, LLCFranklin | Not published | $5,200 | $4,200/yr |
| Hull Wealth ManagementMurfreesboro | $400/hr | $10,000 | Not published |
| Kimery Wealth Management, LLCMemphis | $350/hr | $10,000 | Not published |
| Taylor Financial Planning LLCNashvilleNo AUM fee | $250/hr | $10,000 | $12,000/yr |
| Valtrion Capital Management, LLCFranklin | Not published | $10,000 | $995-$9,995/yr |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (119)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Acumen Wealth Advisors, LLC, Chattanooga
- Alongside Wealth Advisors, LLC, Nolensville
- Am Investment Strategies, LLC, Chattanooga
- Apple & Company, Inc., Nashville
- Barnett & Co Inc, Chattanooga
- BCS Wealth Management, LLC, Johnson City
- Brandon Financial Planning, Inc., Memphis
- Cairn Financial Group, Nashville
- Campbell Asset Management, LLC, Chattanooga
- Cogentblue, Knoxville
- Coordinated Wealth Management, L.L.C., Hendersonville
- Daline Wealth Management, LLC, Clarksville
- Eaglestrong Financial, Memphis
- FCG Investment Company, Germantown
- Fielder Capital Group LLC, Nashville
- Forward Financial Planning, Germantown
- Lake Park Advisors, Johnson City
- Legacy Path Advisors LLC, Gallatin
- Lonetree Wealth Management, Memphis
- Music Row Wealth Management, Nashville
- Nashville Financial Planning, Franklin
- NBZ Investment Advisors, LLC, Knoxville
- Nofal Insurance and Wealth, Brentwood
- O'bryant & Associates, Inc., Jackson
- P3 Wealth Management, Cordova
- Philip M. Watson, Financial Advisor, Franklin
- Portfolio Audit, LLC, Knoxville
- Private Wealth Management, Inc., Memphis
- Providence Squared LLC, Ooltewah
- Quality Financial Concepts, Maryville
- Raven Point Wealth Management, LLC, Brentwood
- Resilient Asset Management, Memphis
- Retirement Planning Services, Knoxville
- Rich Dewitt Wealth Management LLC, Chattanooga
- Rooks Wealth Advisors, LLC, Chattanooga
- Sage Investment Counsel, Franklin
- Stapleton Asset Management, LLC, Franklin
- Stinson Financial Planning, Nashville
- Stone Bridge Asset Management, LLC, Chattanooga
- TCM, Germantown
- The Patten Group, Inc., Chattanooga
- Truehaven Capital, Franklin
- Upholdings, Nashville
- Wheatfield Wealth Management, LLC, Nashville
- William Howard & Co. Financial Advisors, Inc., Memphis
- Worthwhile Wealth, Johnson City
- Worthwhile Wealth Council, Johnson City
- Aldebaran Financial Inc, Kingsport
- Alliance Wealth Management Partners LLC, Knoxville
- Apex Strategic Wealth, LLC, Chattanooga
- Aspire Private Wealth Counsel, LLC, Knoxville
- Caldwell Advisors, LLC, Brentwood
- Capital Advisors Wealth Management, LLC, Chattanooga
- Capital Square, LLC, Athens
- Christian A. Hermo LLC, Nashville
- Commerce Advisors, LLC, Memphis
- Copeland Wealth Management, LLC, Clarksville
- Creative Investment Group, Nashville
- Cypress Capital, LLC, Franklin
- Cypress Wealth Management, LLC, Germantown
- Defining Wealth, Franklin
- Dirigo Private Wealth, Nashville
- Duncan Williams Asset Management, LLC, Memphis
- Eddleman & Eddleman Inc, Jackson
- Edgehelm Financial, Nashville
- Ellis Financial Planning, Clarksville
- Financial Management Advisors, Inc., Tullahoma
- Financial Planning Center, LLP, Clarksville
- Fletcher Wealth Management, Inc., Kingsport
- Fortitude Wealth Management, Murfreesboro
- Frazee Investment Consulting, Inc., Memphis
- Frontsight Wealth Advisors, LLC, Kingsport
- Gulfstream Capital, Knoxville
- Haynes Barker Investment Management, LLC, Jackson
- HHM Wealth Advisors, LLC, Chattanooga
- Innovative Advisory Partners, LLC, Hixson
- Ithaca Wealth Management, Memphis
- J. Mark Nickell & Co., Brentwood
- Joyful Steward Services, Knoxville
- Kaufman Hall Investment Management, Brentwood
- Kelman Lazarov Inc, Memphis
- Kennedy Wealth Management, Knoxville
- King Capital Management LLC, Nashville
- Laffer Tengler Investments, Inc., Nashville
- Leconte Wealth Management, LLC, Maryville
- Legacy Wealth Management, LLC, Memphis
- Mann Financial Consulting Services, Chattanooga
- Mccay Wealth Advisory LLC, Manchester
- Moneypro Wealth Management, LLC, Franklin
- Moon Capital Management, LLC, Knoxville
- North Pointe Financial Advisors, Inc, Crossville
- Oak Springs Wealth Management, LLC, Knoxville
- Optivise Advisory Services LLC, Franklin
- Providence Wealth Management LLC, Knoxville
- Pya Waltman Capital, LLC, Knoxville
- Red Door Wealth Management, LLC, Memphis
- Reliant Investment Management, LLC, Memphis
- Ridgebrooke Capital Management LLC, Cookeville
- Servant Wealth Management LLC, Memphis
- Shayne & Jacobs, LLC, Nashville
- Silberman Wealth Strategies, Inc., Brentwood
- Silverleafe Capital Partners, LLC, Germantown
- Simple Financial Solutions LLC, Collierville
- Skela Financial, Franklin
- Smeac Financial, LLC, Nolensville
- Soar Financial LLC, Murfreesboro
- Springlake Financial Partners, Franklin
- Steel Grove Capital Advisors, LLC, Memphis
- Strategic Wealth Partners LLC, Franklin
- Sycamore Financial Advisors, Inc., Jackson
- TBH Global Asset Management, LLC, Brentwood
- Tennessee Wealth Management, Franklin
- The Nalls Sherbakoff Group, LLC, Knoxville
- Trusco Investment Management, LLC, Nashville
- Turgeon & Co, Knoxville
- Tvamp, LLC, Knoxville
- Values First Advisors, Inc., Johnson City
- Visionary Horizons, LLC, Knoxville
- Your Family Matters, LLP, Cordova