Fuerst Financial Group, Inc. fees and pricing
Financial planner in Chattanooga, Tennessee. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 15, 2026, Fuerst Financial Group, Inc. charges $250 an hour and a flat or project fee of $500-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“If you terminate the agreement prior to completion of the plan, any prepaid, unearned fees will be refunded promptly based on an hourly fee of $250.00, and any earned, unpaid fees will be due and payable.”
- Flat or project fee
- $500-$25,000
“Flat fees for planning services will typically range from $500.00 to $25,000.00.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fuerst Financial Group, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees for investment management are based on an annual percentage of assets under management and are applied to the household asset value on a pro rata basis and billed quarterly in arrears.”
- “The initial fee will be based upon the market value of the portfolio at the close of the last business day of the partial quarter, prorated for the number of days in the quarter that your account is under management.”
- “After five (5) business days, clients will receive pro-rata refunds, which takes into account work completed by the Advisor on behalf of the client.”
How Fuerst Financial Group, Inc.’s fees compare
- Its hourly rate of $250 is below the Tennessee median of $275. 33% of the 111 other Tennessee planners that publish an hourly rate charge less.
- 5 of the 14 other planners in Chattanooga that publish an hourly rate charge less.
- Its flat or project fee of $500-$25,000 spans the Tennessee median of $3,000. 94% of the 89 other Tennessee planners that publish a flat or project fee charge less.
- 8 of the 8 other planners in Chattanooga that publish a flat or project fee charge less.
About Fuerst Financial Group, Inc.
- Firm size: 2 employees.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Estate planning
- College planning
- Cash flow and budgeting
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% a year
- Clients
- 270
- Employees
- 2
- Works with
- Individuals, high net worth individuals, charities, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $100,887,398
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 149172
- Phone
- (423) 899-8555
Other planners in Chattanooga that publish fees
- Acumen Wealth Advisors, LLCChattanooga$499/hr
- Am Investment Strategies, LLCChattanooga$50-$30,000/yr
- Apogee Wealth Partners, LLCChattanooga$200-$400/hr, $500-$10,000
- Barnett & Co IncChattanooga$175/hr
- Bigham Wealth Advisory LLCChattanooga$80/hr, $500-$1,500
- Campbell Asset Management, LLCChattanooga$350/hr
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.