Efinancial Alliance, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$295/hr

“We assess an hourly rate of $295 an hour for financial planning services when clients request one or two of the financial planning modules or when a client requests a planning service not covered by a module.”

Flat or project fee

$5,000⁠-⁠$10,000

“For a more complex situation we assess a fixed fee that ranges from $5,000 to $10,000.”

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

How Efinancial Alliance, LLC bills

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

• “Upon termination, fees will be prorated for the number of days that services were rendered on the Account’s valuation as of the termination date.”
• “All fees for planning services are agreed upon in advance in writing and due at that time.”
• “After the first five (5) business days, written termination will result in a pro-rated refund of any prepaid and unearned fee to the client based upon the number of hours worked on the financial plan at rate of $295 per hour.”

How Efinancial Alliance, LLC’s fees compare

• Its hourly rate of $295 is above the Tennessee median of $275. 52% of the 111 other Tennessee planners that publish an hourly rate charge less.
• 3 of the 11 other planners in Franklin 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.
• 10 of the 14 other planners in Franklin that publish a flat or project fee charge less.

About Efinancial Alliance, LLC

• Firm size: 5 employees.
• Credentials named in the brochure: CFP®, CPA, and CFA.
• Founded: 2012 (14 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

1.95% a year

Clients

208

Employees

5

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$291,884,556

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

161352

Website

efinancialalliance.com (opens in new tab)

Phone

(615) 224-8534

Can advise clients in 2 states: Tennessee, Texas

Other planners in Franklin that publish fees

• Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
• Arrow AllianceFranklin$2,500, $500⁠-⁠$25,000/mo
• Beacon Capital Management, LLCFranklin$250⁠-⁠$500/hr, $1,200⁠-⁠$10,000
• Cap Partners, LLCFranklin$100⁠-⁠$500/hr, $500⁠-⁠$5,000
• Goto Financial Advisory LLCFranklin$200/hr, $975
• Greensview Wealth ManagementFranklin$100⁠-⁠$500/hr, $1,000⁠-⁠$5,000

Compare all 30 planners in Franklin