Adventedge Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Financial Planning engagements are offered at an hourly rate of $200 per hour.”

Flat or project fee

$500

“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500-3,000 and an ongoing fee that is paid monthly, in arrears, at the rate of $100-500 per month.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Adventedge Financial, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The annual fees are negotiable, prorated and paid in arrears on a quarterly basis.”
• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by credit card, electronic funds transfer, or check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Adventedge Financial, LLC’s fees compare

• Its hourly rate of $200 is below the Tennessee median of $275. 14% of the 111 other Tennessee planners that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Tennessee median of $3,000. 4% of the 89 other Tennessee planners that publish a flat or project fee charge less.

About Adventedge Financial, LLC

• Principal: Alistair Huong
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners

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

9

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$6,250,523

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

314899

Website

adventedgefinancial.com (opens in new tab)

Phone

(909) 910-8888

Other planners in Tennessee that publish fees

• Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
• Acumen Wealth Advisors, LLCChattanooga$499/hr
• Adkins Asset Management LLCCordova$250/hr
• Aj AdvisorsNashville$300/hr, $500⁠-⁠$5,000
• Allied InvestmentsJohnson City$150/hr, Up to $2,500
• Alongside Wealth Advisors, LLCNolensville$200⁠-⁠$350/hr, $250⁠-⁠$12,500/qtr

Compare all 240 planners in Tennessee