Cravens & Company Wealth Management fees and pricing
Financial planner in Cookeville, Tennessee. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 13, 2026, Cravens & Company Wealth Management charges $50-$300 an hour, a flat or project fee of $5,000-$10,000, and an annual fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $50-$300/hr
“$5,000 to $10,000, based on the scope and complexity of the services provided Hourly Fee: $50 to $300 per hour based on an estimate of hours needed to provide the services to be performed.”
- Flat or project fee
- $5,000-$10,000
From the same sentence as above.
- Annual fee
- $10,000/yr
“Our minimum annual fee is $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cravens & Company Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “You may choose to have us send you an invoice for our fees so that you can remit 7|Page payment to us or you may authorize us to withdraw our fees directly from your investment account.”
- “Generally, you must pay our advisory fees in advance of receiving our services.”
- “Should you terminate the advisory agreement we have entered into within five (5) business days from the date the agreement is executed, you will receive a full refund of any fees paid.”
How Cravens & Company Wealth Management’s fees compare
- Its hourly rate of $50-$300 spans the Tennessee median of $275. 8% of the 111 other Tennessee planners that publish an hourly rate charge less.
- Its flat or project fee of $5,000-$10,000 is above the Tennessee median of $3,000. 80% of the 89 other Tennessee planners that publish a flat or project fee charge less.
- Its annual fee of $10,000 is above the Tennessee median of $7,250. 60% of the 35 other Tennessee planners that publish an annual fee charge less.
About Cravens & Company Wealth Management
“We also provide a variety of consulting services to the sponsors of retirement plans.”
- Firm size: 6 employees.
- Founded: 2003 (23 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
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
- 1.25% a year
- Minimum
- $10,000 minimum fee (stated in brochure)
- Clients
- 211
- Employees
- 6
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, state and local governments, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $311,090,482
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 130071
- Phone
- (931) 528-6865
Can advise clients in 4 states: Florida, Georgia, Tennessee, Texas
Other planners in Tennessee that publish fees
- 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
- Allied InvestmentsJohnson City$150/hr, Up to $2,500
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.