Greensview Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2023. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$500/hr

“Although we do not typically charge financial planning fees on an hourly basis, our hourly rate for financial planning is between $100 -$500 an hour.”

Flat or project fee

$1,000⁠-⁠$5,000

“We typically charge a flat fee of $1,000 to $5,000 when financial planning services are requested separately from investment management services.”

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

How Greensview Wealth Management bills

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

• “Fees in our advisory accounts are deducted monthly and are generally paid in advance, though fees can also be paid in arrears depending on client preference.”
• “All fees are and services are negotiable and will be outlined in the agreement between Greensview and the client prior to the implementation of any service.”
• “Fees are negotiable and the minimum fee may be waived at our discretion.”

How Greensview Wealth Management’s fees compare

• Its hourly rate of $100-$500 spans the Tennessee median of $275. 55% of the 111 other Tennessee planners that publish an hourly rate charge less.
• 4 of the 11 other planners in Franklin that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 spans the Tennessee median of $3,000. 48% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 6 of the 14 other planners in Franklin that publish a flat or project fee charge less.

About Greensview Wealth Management

• Firm size: 5 employees.
• Registered as an adviser: 2018 (8 years).

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

Clients

178

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$121,096,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

297321

Website

facebook.com/greensviewwealthmanagement (opens in new tab)

Phone

(615) 551-3050

Can advise clients in 1 state: Illinois

Other planners in Franklin that publish fees

• Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
• Arrow AllianceFranklin$2,500, $500⁠-⁠$25,000/mo
• Beacon Capital Management, LLCFranklin$250⁠-⁠$500/hr, $1,200⁠-⁠$10,000
• Cap Partners, LLCFranklin$100⁠-⁠$500/hr, $500⁠-⁠$5,000
• Efinancial Alliance, LLCFranklin$295/hr, $5,000⁠-⁠$10,000
• Goto Financial Advisory LLCFranklin$200/hr, $975

Compare all 30 planners in Franklin