Acumen Wealth Advisors, LLC fees and pricing
Financial planner in Chattanooga, Tennessee. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Acumen Wealth Advisors, LLC charges $499 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $499/hr
“For financial planning preparation, the maximum hourly fee to be charged will not exceed $499.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Acumen Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized fees are billed on a pro-rata basis monthly in advance based on the value of the account(s) on the last day of the previous month and deducted directly from client account(s).”
- “Billing will begin once the agreement is signed, and all assets will be billed unless otherwise designated.”
- “The total estimated fee, as well as the ultimate fee we charge, is negotiable based on the scope and complexity of our engagement with the client.”
How Acumen Wealth Advisors, LLC’s fees compare
- Its hourly rate of $499 is above the Tennessee median of $275. 89% of the 111 other Tennessee planners that publish an hourly rate charge less.
- 13 of the 14 other planners in Chattanooga that publish an hourly rate charge less.
About Acumen Wealth Advisors, LLC
“Acumen Wealth Advisors®, LLC (“AWA”, “we”, or “our firm”) provides asset management, investment consulting, financial planning, and retirement plan consulting services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, and business entities.”
- Firm size: 17 employees.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.5% a year
- Clients
- 280
- Employees
- 17
- Works with
- Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $638,474,990
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282565
- Phone
- (423) 825-4796
Can advise clients in 10 states: Colorado, Florida, Georgia, Iowa, Louisiana, North Carolina, New York, Pennsylvania, Tennessee, Texas
Other planners in Chattanooga that publish fees
- Am Investment Strategies, LLCChattanooga$50-$30,000/yr
- Apogee Wealth Partners, LLCChattanooga$200-$400/hr, $500-$10,000
- Barnett & Co IncChattanooga$175/hr
- Bigham Wealth Advisory LLCChattanooga$80/hr, $500-$1,500
- Campbell Asset Management, LLCChattanooga$350/hr
- Evergreen Advisors, LLCChattanooga$100-$300/hr, $1,000-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.