Highmark, LLC fees and pricing

Published fees

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

Hourly rate

$250/hr

“If the Client cancels after five (5) business days, any unearned fees will be refunded to the Client based on the hours of work completed by Highmark at a rate of $250 per hour.”

Flat or project fee

$100⁠-⁠$25,000

“Highmark charges a fixed fee between $100 and $25,000 based on complexity and unique Client needs.”

Annual fee

$1,000⁠-⁠$100,000/yr

“If charged as a flat fee, the annual fees will range from $1,000 to $100,000 depending on the size and complexity of the ERISA plan.”

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

How Highmark, LLC bills

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

• “Fees are billed monthly in advance based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Fees for financial planning are billed in advance.”

How Highmark, LLC’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.
• None of the 7 other planners in Brentwood that publish an hourly rate charge less.
• Its flat or project fee of $100-$25,000 spans the Tennessee median of $3,000. 93% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 7 of the 7 other planners in Brentwood that publish a flat or project fee charge less.
• Its annual fee of $1,000-$100,000 spans the Tennessee median of $7,250. 97% of the 35 other Tennessee planners that publish an annual fee charge less.

About Highmark, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2025.

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

2% a year

Clients

60

Employees

2

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, pension consulting, and selecting other advisers

Assets managed

$59,523,853

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

337564

Website

highmarkplan.com (opens in new tab)

Phone

(615) 970-8585

Can advise clients in 2 states: Tennessee, Texas

Other planners in Brentwood that publish fees

• Finwell, Inc.Brentwood$299/hr, $299⁠-⁠$1,999
• Investgro LLCBrentwood$500/hr, $1,500⁠-⁠$10,000
• Keystone Financial Resources, LLCBrentwood$350/hr, $500⁠-⁠$2,200
• Main Street Investors, LLCBrentwood$250⁠-⁠$2,500
• Melby Wealth ManagementBrentwood$333/hr, $4,000
• Nofal Insurance and WealthBrentwood$400/hr

Compare all 18 planners in Brentwood