Bellwether Investment Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$75⁠-⁠$400/hr

“Bellwether’s planning and consulting fees are negotiable, but generally range from $1,000 to $15,000 on a fixed fee basis, and from $75 to $400 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$1,000⁠-⁠$15,000

From the same sentence as above.

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

How Bellwether Investment Group, LLC bills

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

• “Generally, Bellwether requires that the client pay financial planning fees in arrears on completion of the service.”
• “Billing Process Bellwether shall generally deduct fees and/or bill clients quarterly in advance, based upon the market value of the client’s assets under management at the close of business on the last day of the previous quarter.”
• “Upon termination of any account, Bellwether shall refund on pro-rata basis, any fees collected in advance relative to the period for which the account was not managed.”

How Bellwether Investment Group, LLC’s fees compare

• Its hourly rate of $75-$400 spans the Tennessee median of $275. 32% of the 111 other Tennessee planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$15,000 spans the Tennessee median of $3,000. 82% of the 89 other Tennessee planners that publish a flat or project fee charge less.

About Bellwether Investment Group, LLC

• Firm size: 6 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2008 (18 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

313

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$155,100,717

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

148114

Website

focuspointefinancial.com (opens in new tab)

Phone

(423) 698-6256

Can advise clients in 9 states: Alabama, Florida, Georgia, Illinois, Michigan, North Carolina, Ohio, Tennessee, Texas

Other planners in Hixson that publish fees

• DRW FinancialHixson$1,000⁠-⁠$10,000
• 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

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