Belinda Leslie a Registered Investment Adviser, Inc. fees
Financial planner in Franklin, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 19, 2026, Belinda Leslie a Registered Investment Adviser, Inc. (Franklin, TN) charges up to $250 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change.
- Hourly rate
- Up to $250/hr
Capped at $250, at or below the Tennessee median of $263.
“We charge a negotiable hourly rate of up to $250 for financial planning services, depending on the scope and complexity of the plan, your individual situation, and your investment objectives.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2003 (23 years)
How Belinda Leslie a Registered Investment Adviser, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fee for investment management services is billed monthly.”
About Belinda Leslie a Registered Investment Adviser, Inc.
“We offer financial planning services for a fee. Financial planning and consulting will typically involve providing a variety of services, principally advisory in nature, to you regarding the management of your financial resources based upon an analysis of your needs.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 24
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $18 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 19, 2026
- CRD number
- 123702 (opens in new tab)
- Phone
- (615) 482-0300
Other planners in Franklin that publish fees
- Stone Pillars Wealth ManagementFranklinHourly $300/hr, Flat from $5,000
- Jackson Wealth IncFranklinFlat $500-$2,000
- TrueHaven CapitalFranklinHourly $200/hr
- Arrow AllianceFranklinFlat from $2,500, Monthly $500-$25,000/mo
- Nashville Financial PlanningFranklinHourly $250/hr, Monthly $250-$1,000/mo
- Philip M. Watson, Financial AdvisorFranklinHourly up to $350/hr, Flat up to $3,500
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.