Fielder Capital Group LLC fees and pricing
Financial planner in Nashville, Tennessee. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Fielder Capital Group LLC charges an annual fee of $25,000-$180,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $25,000-$180,000/yr
“The annual fixed fee starts at a range of $25,000 to $180,000, but may be greater based upon certain criteria, such as the scope, duration, and nature of the engagement, as well as the experience and seniority of the financial professional(s) staffed for the engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fielder Capital Group LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If a client initiates or terminates a managed account during a calendar quarter, Fielder will charge a prorated fee.”
- “Upon termination of any account, Fielder will promptly refund any prepaid, unearned fees.”
- “Any earned, unpaid fees will be due and payable.”
How Fielder Capital Group LLC’s fees compare
- Its annual fee of $25,000-$180,000 is above the Tennessee median of $7,250. 100% of the 35 other Tennessee planners that publish an annual fee charge less.
- 7 of the 7 other planners in Nashville that publish an annual fee charge less.
About Fielder Capital Group LLC
“Fielder offers a variety of advisory services, which include investment advisory, family office, and retirement plan services.”
- Firm size: 11 employees.
- Credentials named in the brochure: CPA.
- Founded: 2009 (17 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
- 0.77% a year
- Clients
- 112
- Employees
- 11
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, insurance companies, 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 other services
- Assets managed
- $1,214,737,547
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 156737
- Phone
- (212) 918-4860
Can advise clients in 10 states: California, Louisiana, Massachusetts, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Tennessee, Texas
Other planners in Nashville that publish fees
- Aj AdvisorsNashville$300/hr, $500-$5,000
- Apple & Company, Inc.Nashville$200-$250/hr
- Brewer Financial StrategiesNashvilleUp to $5,000
- Cairn Financial GroupNashville$400/hr
- Davis, Davis and Conover Wealth Management, LLCNashville$250/hr, $1,500-$5,000
- Decker Wealth Management, LLCNashville$1,000-$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.