Alongside Wealth Advisors, LLC fees and pricing
Financial planner in Nolensville, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 16, 2026, Alongside Wealth Advisors, LLC charges $200-$350 an hour, a quarterly fee of $250-$12,500, and an annual fee of $1,000-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$350/hr
“One-time fees typically range between $200 - $350 per hour and are based on an estimated amount of time to complete the scope of the services outlined in the financial planning agreement.”
- Quarterly fee
- $250-$12,500/qtr
“The fee for annual planning and consulting services typically ranges from $1,000 -$50,000 annually, due in four equal installments (i.e., $250 - $12,500 per quarter).”
- Annual fee
- $1,000-$50,000/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Alongside Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable based on the complexity of client needs, the services to be provided, and the time involved.”
- “Fees will be billed at the beginning of each calendar quarter (i.e., January 1, April 1, July 1, and October 1) until the termination of the financial planning agreement.”
- “In any case, we do not require you to pay fees six or more months in advance and in excess of $500.”
How Alongside Wealth Advisors, LLC’s fees compare
- Its hourly rate of $200-$350 spans the Tennessee median of $275. 50% of the 111 other Tennessee planners that publish an hourly rate charge less.
- Its annual fee of $1,000-$50,000 spans the Tennessee median of $7,250. 89% of the 35 other Tennessee planners that publish an annual fee charge less.
About Alongside Wealth Advisors, LLC
“We offer financial planning and consulting, which includes a variety of services, mainly advisory in nature, regarding the management of financial resources.”
- Principal: Compliance Officer
- Firm size: 2 employees.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
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
- Clients
- 66
- Employees
- 2
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $85,289,867
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 323235
- Phone
- (865) 803-3334
Can advise clients in 3 states: California, Louisiana, Tennessee
Other planners in Nolensville that publish fees
- Retirement Planning Solutions, LLCNolensville$185-$250/hr
- Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
- Acumen Wealth Advisors, LLCChattanooga$499/hr
- Adkins Asset Management LLCCordova$250/hr
- Adventedge Financial, LLCApison$200/hr, $500
- Aj AdvisorsNashville$300/hr, $500-$5,000
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.