Arrow Alliance fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 3, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500

“The fees for this arrangement are discretionary based on scope and complexity of services with a minimum project fee of $2,500 or ongoing fees to range from $500 to $25,000 per month.”

Monthly fee

$500⁠-⁠$25,000/mo

From the same sentence as above.

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

How Arrow Alliance bills

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

• “Our fixed fee is billed monthly in advance for the entirety of the duration of the contract.”
• “At no time will Arrow Alliance require payment of more than $500 in fees more than six months in advance.”
• “In the event that there is a remaining balance of any fees paid in advance after the deduction of the pro-rated fixed fee, those remaining proceeds will be refunded by Arrow Alliance to you.”

How Arrow Alliance’s fees compare

• Its flat or project fee of $2,500 is below the Tennessee median of $3,000. 38% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 4 of the 14 other planners in Franklin that publish a flat or project fee charge less.

About Arrow Alliance

• Firm size: 2 employees.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• College planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

18

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$54,572,430

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

318519

Website

arrowalliancellc.com (opens in new tab)

Phone

(615) 761-9430

Other planners in Franklin that publish fees

• Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
• Beacon Capital Management, LLCFranklin$250⁠-⁠$500/hr, $1,200⁠-⁠$10,000
• Cap Partners, LLCFranklin$100⁠-⁠$500/hr, $500⁠-⁠$5,000
• Efinancial Alliance, LLCFranklin$295/hr, $5,000⁠-⁠$10,000
• Goto Financial Advisory LLCFranklin$200/hr, $975
• Greensview Wealth ManagementFranklin$100⁠-⁠$500/hr, $1,000⁠-⁠$5,000

Compare all 30 planners in Franklin