PlannerFees

Cairn Financial Group fees and pricing

Financial planner in Nashville, Tennessee. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated October 2, 2026, Cairn Financial Group charges $400 an hour for financial planning.

Published fees

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

Hourly rate
$400/hr
“The annualized fee is paid monthly in advance.​ ​ — For project-based Financial Planning Services, we typically charge a flat fee based on the scope and complexity of the project or an hourly fee of $400.”

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

How Cairn Financial Group bills

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

  • “Each client should review the services agreement signed with us for the fees that will be charged and how fees will be payable.”
  • “Hourly fees charged are payable as invoiced.”
  • “Asset-based fees are generally billed monthly in advance and are based on the market value of the client's assets designated to be under our management as of the last business day of the previous month.”

How Cairn Financial Group’s fees compare

  • Its hourly rate of $400 is above the Tennessee median of $275. 81% of the 111 other Tennessee planners that publish an hourly rate charge less.
  • 8 of the 11 other planners in Nashville that publish an hourly rate charge less.

About Cairn Financial Group

“We offer broad based financial planning services, including tax planning, investment planning, insurance planning, estate planning, disability planning, business planning, retirement planning, education planning, debt management planning, and budgeting and cash flow analysis.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 4 employees.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Founded: 2018 (8 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • 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, performance based fees
Charges a % of assets
Yes
Highest asset based fee in brochure
3% a year
Clients
189
Employees
4
Works with
Individuals, high net worth individuals, and pooled investment vehicles
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selecting other advisers
Assets managed
$77,421,812
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
299889
Website
cairnfg.com (opens in new tab)
Phone
(615) 810-8499

Can advise clients in 7 states: Alabama, Colorado, Louisiana, Mississippi, North Carolina, Tennessee, Texas

Other planners in Nashville that publish fees

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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.