Apogee Wealth Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$400/hr

“The negotiated hourly fee for these services is between $200 and $400.”

Flat or project fee

$500⁠-⁠$10,000

“The negotiated fixed rate for creating client financial plans is between $500 and $10,000.”

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

How Apogee Wealth Partners, LLC bills

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

• “For new clients, the first invoice is generally prorated from the date assets are placed in accounts, or upon an agreed upon billing date.”
• “Fees for accounts opened at any time other than the beginning of a quarter are prorated based on the number of days remaining in the initial quarter.”
• “Clients may select the method in which they are billed.”

How Apogee Wealth Partners, LLC’s fees compare

• Its hourly rate of $200-$400 spans the Tennessee median of $275. 55% of the 111 other Tennessee planners that publish an hourly rate charge less.
• 9 of the 14 other planners in Chattanooga that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Tennessee median of $3,000. 67% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 6 of the 8 other planners in Chattanooga that publish a flat or project fee charge less.

About Apogee Wealth Partners, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2020 (6 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

2% a year

Clients

94

Employees

3

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 educational seminars and workshops

Assets managed

$93,772,767

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310419

Website

x.com/apogeewp1 (opens in new tab)

Phone

(423) 567-1888

Can advise clients in 5 states: Alabama, Florida, Georgia, North Carolina, Tennessee

Other planners in Chattanooga that publish fees

• Acumen Wealth Advisors, LLCChattanooga$499/hr
• Am Investment Strategies, LLCChattanooga$50⁠-⁠$30,000/yr
• Barnett & Co IncChattanooga$175/hr
• Bigham Wealth Advisory LLCChattanooga$80/hr, $500⁠-⁠$1,500
• Campbell Asset Management, LLCChattanooga$350/hr
• Evergreen Advisors, LLCChattanooga$100⁠-⁠$300/hr, $1,000⁠-⁠$5,000

Compare all 23 planners in Chattanooga