Aj Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The Firm’s planning and consulting fees are negotiable, but generally range from $500.00 to $5,000.00 on a fixed fee basis, depending on the level and scope of the service(s) requested and the professional(s) rendering the service(s) or $300.00 per hour on an hourly rate basis.”

Flat or project fee

$500⁠-⁠$5,000

From the same sentence as above.

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

How Aj Advisors bills

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

• “In the limited event that the Firm bills the client directly, payment is due upon receipt of the Firm’s invoice.”
• “The Firm shall deduct fees and/or bill clients quarterly in arrears, based upon the market value of the assets on the last business day of the previous quarter.”
• “The Firm’s annual investment advisory fee shall be prorated and paid quarterly, in arrears, based upon the market value of the assets on the last business day of the billing quarter, prorated for any deposits and withdrawals during the quarter.”

How Aj Advisors’ fees compare

• Its hourly rate of $300 is above the Tennessee median of $275. 55% of the 111 other Tennessee planners that publish an hourly rate charge less.
• 7 of the 11 other planners in Nashville that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Tennessee median of $3,000. 44% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 6 of the 13 other planners in Nashville that publish a flat or project fee charge less.

About Aj Advisors

• Firm size: 5 employees.
• Registered as an adviser: 2022 (4 years).

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

1.25% a year

Clients

414

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$393,857,212

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

321606

Website

linkedin.com/company/ajadvisors (opens in new tab)

Phone

(615) 709-8709

Can advise clients in 8 states: Florida, Georgia, Indiana, North Carolina, New Hampshire, Tennessee, Texas, Virginia

Other planners in Nashville that publish fees

• Apple & Company, Inc.Nashville$200⁠-⁠$250/hr
• Brewer Financial StrategiesNashvilleUp to $5,000
• Cairn Financial GroupNashville$400/hr
• Davis, Davis and Conover Wealth Management, LLCNashville$250/hr, $1,500⁠-⁠$5,000
• Decker Wealth Management, LLCNashville$1,000⁠-⁠$10,000
• Fielder Capital Group LLCNashville$25,000⁠-⁠$180,000/yr

Compare all 32 planners in Nashville