Adkins Asset Management LLC fees and pricing
Financial planner in Cordova, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Adkins Asset Management LLC charges $250 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
- $250/hr
“Hourly fees are charged at a rate of $250.00 per planner‐hour, including meeting time and preparation time.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Adkins Asset Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients pay a flat quarterly retainer as agreed in advance.”
- “The fee is billed quarterly in advance. b.”
- “Clients pay an annualized quarterly advisory fee in advance based on fair market value of the assets under management as of the close of business on the last business day of the proceeding calendar quarter.”
How Adkins Asset Management LLC’s fees compare
- Its hourly rate of $250 is below the Tennessee median of $275. 33% of the 111 other Tennessee planners that publish an hourly rate charge less.
About Adkins Asset Management LLC
“Offered Adkins Asset Management, LLC primarily provides two types of advisory services: Financial Planning Services and Investment Management Services.”
- Firm size: 2 employees.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.75% a year
- Clients
- 68
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $9,606,793
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 313448
- Phone
- (901) 494-3400
Other planners in Cordova that publish fees
- P3 Wealth ManagementCordova$250/hr
- Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
- Acumen Wealth Advisors, LLCChattanooga$499/hr
- Adventedge Financial, LLCApison$200/hr, $500
- Aj AdvisorsNashville$300/hr, $500-$5,000
- Allied InvestmentsJohnson City$150/hr, Up to $2,500
Is something on this page wrong or out of date?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.