Allied Investments fees and pricing
Financial planner in Johnson City, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 21, 2026, Allied Investments charges $150 an hour and a flat or project fee of up to $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Hourly fees are $150 per hour.”
- Flat or project fee
- Up to $2,500
“Fixed fees range from $0.00 to $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Allied Investments bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “Financial planning fees are invoiced by the Advisor and are due upon completion of the agreed upon deliverable[s].”
How Allied Investments’ fees compare
- Its hourly rate of $150 is below the Tennessee median of $275. 3% of the 111 other Tennessee planners that publish an hourly rate charge less.
- None of the 5 other planners in Johnson City that publish an hourly rate charge less.
- Its flat or project fee of up to $2,500 is below the Tennessee median of $3,000. 21% of the 89 other Tennessee planners that publish a flat or project fee charge less.
About Allied Investments
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2021 (5 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
- 0.95% a year
- Clients
- 110
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $91,930,838
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 314512
- Phone
- (423) 850-4050
Other planners in Johnson City that publish fees
- BCS Wealth Management, LLCJohnson City$100-$550/hr
- Lake Park AdvisorsJohnson City$175/hr
- Roan Capital PartnersJohnson City$200/hr
- Valor Financial PlanningJohnson City$1,000-$3,000, $100-$500/mo
- Worthwhile WealthJohnson City$250/hr, $1,250-$10,000/yr
- Worthwhile Wealth CouncilJohnson City$250/hr, $250/qtr
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.