Heritage Private Wealth fees and pricing
Financial planner in Nashville, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 20, 2026, Heritage Private Wealth charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Fee PWG charges $150 per hour for separately contracted financial-planning services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Heritage Private Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Financial-planning fees are billed in arrears after the applicable services are performed.”
- “Billing and Direct Fee Deduction PWG calculates portfolio-management fees quarterly in advance using the market value of managed assets on the last business day of the preceding calendar quarter.”
- “Fees for accounts opened or closed during a billing period, and adjustments for additions or withdrawals, are prorated as provided in the client's agreement.”
How Heritage Private Wealth’s fees compare
- Its hourly rate of $150 is below the Tennessee median of $275. 3% of the 111 other Tennessee planners that publish an hourly rate charge less.
- None of the 11 other planners in Nashville that publish an hourly rate charge less.
About Heritage Private Wealth
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 79
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $14,227,891
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 328326
- Phone
- (615) 622-5601
Other planners in Nashville that publish fees
- Aj AdvisorsNashville$300/hr, $500-$5,000
- Apple & Company, Inc.Nashville$200-$250/hr
- Brewer Financial StrategiesNashvilleUp to $5,000
- Cairn Financial GroupNashville$400/hr
- Davis, Davis and Conover Wealth Management, LLCNashville$250/hr, $1,500-$5,000
- Decker Wealth Management, LLCNashville$1,000-$10,000
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.