DRW Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$10,000

“Services are included at no additional charge for clients engaged in our Investment Supervisory Services. ​ Financial Planning Fees​ ​ Our fixed fee for financial plan creation is between $1,000 and $10,000.”

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

How DRW Financial bills

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

• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fixed fees are paid upon completion and delivery of the financial plan, or DRW offers clients the option to pay for this service in arrears, in equal installments over a set period as agreed upon by 6 both parties.”
• “Fees are negotiable and the final fee schedule and payment arrangement will be outlined in the Financial Planning Agreement.”

How DRW Financial’s fees compare

• Its flat or project fee of $1,000-$10,000 spans the Tennessee median of $3,000. 70% of the 89 other Tennessee planners that publish a flat or project fee charge less.

About DRW Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2013 (13 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

74

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$61,502,417

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

166271

Website

chattanoogafinancialplanner.com (opens in new tab)

Phone

(423) 380-9203

Can advise clients in 4 states: Georgia, Illinois, Oklahoma, Tennessee

Other planners in Hixson that publish fees

• Bellwether Investment Group, LLCHixson$75⁠-⁠$400/hr, $1,000⁠-⁠$15,000
• 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

Compare all 240 planners in Tennessee