Glean Financial, Inc. fees and pricing

Financial planner in Chattanooga, Tennessee. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 11, 2026, Glean Financial, Inc. charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Services are offered based on an hourly fee of $300 per hour.”

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

“Fees are billed quarterly in arrears based on an average daily balance of the account for the previous quarter.”
“For accounts opened or closed midbilling period, fees will be prorated based on the days services are provided during the given period.”
“The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”

Its hourly rate of $300 is above the Tennessee median of $275. 55% of the 111 other Tennessee planners that publish an hourly rate charge less.
9 of the 14 other planners in Chattanooga that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Clients: 79
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $20,390,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 328986
Website: gleanfinancial.com (opens in new tab)
Phone: (423) 708-4611

Can advise clients in 4 states: Florida, Georgia, Tennessee, Texas

Is something on this page wrong or out of date?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.