Brewer Financial Strategies fees and pricing
Financial planner in Nashville, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Brewer Financial Strategies charges a flat or project fee of up to $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- Up to $5,000
“Fixed fee rates range from $0 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Brewer Financial Strategies bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are paid monthly in advance, ranging from $0 to $5000.”
How Brewer Financial Strategies’ fees compare
- Its flat or project fee of up to $5,000 spans the Tennessee median of $3,000. 38% of the 89 other Tennessee planners that publish a flat or project fee charge less.
- 5 of the 13 other planners in Nashville that publish a flat or project fee charge less.
About Brewer Financial Strategies
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 12
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $8,054,218
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327062
- Phone
- (615) 814-8213
Other planners in Nashville that publish fees
- Aj AdvisorsNashville$300/hr, $500-$5,000
- Apple & Company, Inc.Nashville$200-$250/hr
- Cairn Financial GroupNashville$400/hr
- Davis, Davis and Conover Wealth Management, LLCNashville$250/hr, $1,500-$5,000
- Decker Wealth Management, LLCNashville$1,000-$10,000
- Fielder Capital Group LLCNashville$25,000-$180,000/yr
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.