Cothran Capital, LLC fees and pricing
Financial planner in Memphis, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 30, 2026, Cothran Capital, LLC charges $300 an hour and a flat or project fee of $495 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“FINANCIAL PLANNING and CONSULTING Financial Planning Services are offered on a negotiable fixed fee of $495 or at an hourly rate of $300 per hour.”
- Flat or project fee
- $495
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cothran Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “December 31, 2025 Method of Compensation and Fee Schedule Cothran bases its fees on a percentage of assets under management as a co-advisor and on a negotiable fixed fee basis.”
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the last business day of the previous quarter.”
- “The fees will be billed quarterly in arrears.”
How Cothran Capital, LLC’s fees compare
- Its hourly rate of $300 is above the Tennessee median of $275. 55% of the 111 other Tennessee planners that publish an hourly rate charge less.
- 1 of the 10 other planners in Memphis that publish an hourly rate charge less.
- Its flat or project fee of $495 is below the Tennessee median of $3,000. 3% of the 89 other Tennessee planners that publish a flat or project fee charge less.
- None of the 6 other planners in Memphis that publish a flat or project fee charge less.
About Cothran Capital, LLC
- Firm size: 2 employees.
- Registered as an adviser: 2010 (16 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
- 1.5% a year
- Clients
- 145
- Employees
- 2
- 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
- $36,083,335
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 154975
- Phone
- (901) 758-8650
Other planners in Memphis that publish fees
- Brandon Financial Planning, Inc.Memphis$500/hr
- Crest Private Wealth, LLCMemphis$500-$600/hr, $1,000-$40,000
- Dogwood Financial PlanningMemphis$300/hr, $500
- Eaglestrong FinancialMemphis$200/hr, $100-$500/mo
- Envision Financial Planning, LLCMemphis$500/hr
- Kimery Wealth Management, LLCMemphis$350/hr, $10,000
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.