BCS Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$550/hr

“Hourly rates range from $100 - $550 with a minimum total fee of $750.”

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

How BCS Wealth Management, LLC bills

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

• “Management fees are directly debited from client’s custodial accounts, unless otherwise agreed, and are not prorated for each capital contribution and withdrawal made during the applicable calendar quarter.”
• “If Client does not have a taxable account, then the fee will be direct billed to the Client.”
• “Firm Brochure – March 12, 2026 quarter will not be charged a fee for the initial partial quarter but will be billed on the next quarterly billing cycle, unless noted in the written agreement or a signed addendum.”

How BCS Wealth Management, LLC’s fees compare

• Its hourly rate of $100-$550 spans the Tennessee median of $275. 69% of the 111 other Tennessee planners that publish an hourly rate charge less.
• 5 of the 5 other planners in Johnson City that publish an hourly rate charge less.

About BCS Wealth Management, LLC

• Firm size: 12 employees.
• Credentials named in the brochure: CFP®.
• Founded: 1998 (28 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Insurance analysis
• 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

1.25% a year

Clients

824

Employees

12

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, and pension consulting

Assets managed

$987,373,384

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

115489

Website

instagram.com/bcswealth (opens in new tab)

Phone

(423) 283-9821

Can advise clients in 8 states: California, Colorado, Florida, North Carolina, South Carolina, Tennessee, Texas, Virginia

Other planners in Johnson City that publish fees

• Allied InvestmentsJohnson City$150/hr, Up to $2,500
• 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

Compare all 8 planners in Johnson City