Finwell, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$299/hr

“Finwell charges start at $299 per hour for hourly rated services based on the complexity of the needs.”

Flat or project fee

$299⁠-⁠$1,999

“Fees for individuals start at $299 for a planning session, $1,999 for comprehensive planning and may go up to $100,000 or more for a one-time financial plan or access to financial planning professionals for a duration of time as indicated in the client engagement letter, but we will not bill for 6 months or more in…”

Monthly fee

$300/mo

“Service Finwell charges a fee starting at $300.00 per month for subscription-based financial planning 12 services, based upon the type of advisory services Finwell is engaged to perform, as well as the assessed complexity of the client’s financial situation or financial needs.”

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

How Finwell, Inc. bills

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

• “Fees are negotiable and will be deducted from client accounts in arrears at the end of the quarter based on the account ending quarter balance.”
• “These fees are at the sole discretion of Finwell’s management and are negotiable.”
• “As fees are paid in advance, Finwell will conduct an analysis of services provided to determine if any costs have been earned, or if any portion should be refunded.”

How Finwell, Inc.’s fees compare

• Its hourly rate of $299 is above the Tennessee median of $275. 54% of the 111 other Tennessee planners that publish an hourly rate charge less.
• 2 of the 7 other planners in Brentwood that publish an hourly rate charge less.
• Its flat or project fee of $299-$1,999 is below the Tennessee median of $3,000. 19% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• None of the 7 other planners in Brentwood that publish a flat or project fee charge less.

About Finwell, Inc.

• Firm size: 5 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2017 (9 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

130

Employees

5

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, selecting other advisers, newsletters and publications, educational seminars and workshops, and other services

Assets managed

$94,725,422

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310850

Website

finwellbenefits.com (opens in new tab)

Phone

(805) 415-7830

Can advise clients in 3 states: California, North Carolina, Tennessee

Other planners in Brentwood that publish fees

• Highmark, LLCBrentwood$250/hr, $100⁠-⁠$25,000
• Investgro LLCBrentwood$500/hr, $1,500⁠-⁠$10,000
• Keystone Financial Resources, LLCBrentwood$350/hr, $500⁠-⁠$2,200
• Main Street Investors, LLCBrentwood$250⁠-⁠$2,500
• Melby Wealth ManagementBrentwood$333/hr, $4,000
• Nofal Insurance and WealthBrentwood$400/hr

Compare all 18 planners in Brentwood