David Zbonski, LLC fees and pricing
Financial planner in Maryville, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 17, 2026, David Zbonski, LLC charges a flat or project fee of $500-$3,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$3,500
“Clients who engage the Advisor for estate planning services through the third-party platform will incur a one-time fixed fee ranging from $500 to $3,500, payable to the Advisor.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How David Zbonski, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Wealth management fees are paid monthly in arrears, pursuant to the terms of the wealth management agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
How David Zbonski, LLC’s fees compare
- Its flat or project fee of $500-$3,500 spans the Tennessee median of $3,000. 30% of the 89 other Tennessee planners that publish a flat or project fee charge less.
About David Zbonski, LLC
- Firm size: 2 employees.
- Founded: 2025.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.2% a year
- Employees
- 2
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 341120
- Phone
- (865) 855-4555
Can advise clients in 3 states: Illinois, Louisiana, Tennessee
Other planners in Maryville that publish fees
- Quality Financial ConceptsMaryville$50-$400/hr, $2,750/yr
- 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
Is something on this page wrong or out of date?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.