Cap Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$500/hr

“CAP Partners will charge an hourly fee, which ranges between $100 and $500 per hour, for broad based counseling services.”

Flat or project fee

$500⁠-⁠$5,000

“CAP Partners may charge a flat fee, which ranges between $500 and $5,000 depending on the nature and scope of the advice requested by the client, nature and number of investments in a client’s portfolio, amount and nature of research required to complete the project and the scope and number of reports requested by…”

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

How Cap Partners, LLC bills

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

• “One-half of the estimated fee is due upon signing of the advisory agreement with the balance due upon completion of the project.”
• “One-half of the estimated fee is due upon signing of the advisory agreement with the balance due upon completion of the project.”
• “One-half the estimated fee is due upon signing of the advisory agreement with the balance due thirty (30) days upon delivery of the final report.”

How Cap Partners, LLC’s fees compare

• Its hourly rate of $100-$500 spans the Tennessee median of $275. 55% of the 111 other Tennessee planners that publish an hourly rate charge less.
• 4 of the 11 other planners in Franklin that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Tennessee median of $3,000. 44% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 5 of the 14 other planners in Franklin that publish a flat or project fee charge less.

About Cap Partners, LLC

• Firm size: 12 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• Insurance analysis

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Minimum

$500 minimum fee (stated in brochure)

Clients

399

Employees

12

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services

Assets managed

$254,660,251

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

144779

Website

cap-partners.com (opens in new tab)

Phone

(615) 807-2030

Can advise clients in 5 states: Alabama, Georgia, Louisiana, Tennessee, Texas

Other planners in Franklin that publish fees

• Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
• Arrow AllianceFranklin$2,500, $500⁠-⁠$25,000/mo
• Beacon Capital Management, LLCFranklin$250⁠-⁠$500/hr, $1,200⁠-⁠$10,000
• Efinancial Alliance, LLCFranklin$295/hr, $5,000⁠-⁠$10,000
• Goto Financial Advisory LLCFranklin$200/hr, $975
• Greensview Wealth ManagementFranklin$100⁠-⁠$500/hr, $1,000⁠-⁠$5,000

Compare all 30 planners in Franklin