First Family Wealth fees and pricing
Financial planner in Murfreesboro, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 25, 2026, First Family Wealth charges a flat or project fee of $5,000-$25,000 and a monthly fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$25,000
“For project-based financial planning, fees range between $5,000-$25,000 based on complexity and needs of the client.”
- Monthly fee
- $500/mo
“For ongoing financial planning, there is an upfront fee of $2,500, followed by an ongoing monthly fee of $500 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How First Family Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are directly debited from Client accounts, or the Client may choose to pay by check or electronic funds transfer.”
- “Fees are pro-rated and are paid in advance on a monthly basis.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
How First Family Wealth’s fees compare
- Its flat or project fee of $5,000-$25,000 is above the Tennessee median of $3,000. 97% of the 89 other Tennessee planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Murfreesboro that publish a flat or project fee charge less.
About First Family Wealth
- Principal: Daren Chamblee
- Firm size: 2 employees.
- Founded: 2020 (6 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
- 1.35% a year
- Clients
- 137
- Employees
- 2
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $87,790,520
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338250
- Phone
- (615) 653-0361
Other planners in Murfreesboro that publish fees
- Hull Wealth ManagementMurfreesboro$400/hr, $10,000
- Jason Tate Financial Consulting, LLCMurfreesboro$100/hr, $299-$1,500
- 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
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.