Eaglestrong Financial fees and pricing
Financial planner in Memphis, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 18, 2026, Eaglestrong Financial charges $200 an hour and a monthly fee of $100-$500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“$200 per hour Fees for this service will be paid at the completion of the engagement.”
- Monthly fee
- $100-$500/mo
“An upfront charge of $1,000 and an ongoing fee that is paid monthly, in arrears, at the rate of $100 - $500 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Eaglestrong Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
- “The fee may be negotiable in certain cases.”
- “Fees for this service may be paid by electronic funds transfer or check.”
How Eaglestrong Financial’s fees compare
- Its hourly rate of $200 is below the Tennessee median of $275. 14% of the 111 other Tennessee planners that publish an hourly rate charge less.
- None of the 10 other planners in Memphis that publish an hourly rate charge less.
About Eaglestrong Financial
- Firm size: 2 employees.
- Registered as an adviser: 2017 (9 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
- 89
- Employees
- 2
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $82,258,635
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 288413
- Phone
- (901) 413-8659
Can advise clients in 2 states: Mississippi, Tennessee
Other planners in Memphis that publish fees
- Brandon Financial Planning, Inc.Memphis$500/hr
- Cothran Capital, LLCMemphis$300/hr, $495
- Crest Private Wealth, LLCMemphis$500-$600/hr, $1,000-$40,000
- Dogwood Financial PlanningMemphis$300/hr, $500
- 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.