Allysian Wealth Planning fees and pricing

Published fees

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

Hourly rate

$300/hr

“Our hourly rate is $300.”

Flat or project fee

$2,700⁠-⁠$36,000

“We charge an annual fixed fee of $2,700 - $36,000 for Ongoing Financial Planning.”

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

How Allysian Wealth Planning bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Allysian Wealth Planning’s fees compare

• Its hourly rate of $300 is above the Alabama median of $250. 76% of the 41 other Alabama planners that publish an hourly rate charge less.
• Its flat or project fee of $2,700-$36,000 spans the Alabama median of $5,075. 89% of the 35 other Alabama planners that publish a flat or project fee charge less.

About Allysian Wealth Planning

• Principal: Lindsay Rhodes
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Founded: 2025.

Planning areas mentioned in the brochure

• Business owners
• Cash flow and budgeting

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

2% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338995

Phone

(256) 736-4500

Other planners in Alabama that publish fees

• 6TH Street Advisors, LLCDaphne$150/hr, $1,000⁠-⁠$5,000
• Aja Financial LLCOpelika$500⁠-⁠$1,500
• BCR Wealth StrategiesVestavia$1,500⁠-⁠$10,000, $6,250/yr
• BMSS Wesson Wealth SolutionsBirmingham$150⁠-⁠$400/hr, $2,500⁠-⁠$25,000
• Booth FinancialBirmingham$500⁠-⁠$5,000
• Brighthaven Financial AdvisorsHuntsville$250/hr, $500⁠-⁠$800

Compare all 104 planners in Alabama