Hodges Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly rate is $250.”

Flat or project fee

$2,000⁠-⁠$15,000

“Ongoing Financial Planning HFG collects an initial fee, ranging from $2,000 to $15,000.”

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

How Hodges Financial Group bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “The fee for Investment Management Services will be based on a percentage of assets under management and is negotiable.”

How Hodges Financial Group’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.
• 3 of the 11 other planners in Nashville that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$15,000 spans the Tennessee median of $3,000. 85% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 11 of the 13 other planners in Nashville that publish a flat or project fee charge less.

About Hodges Financial Group

• Principal: Jacob Hodges
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• 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

1.5% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338345

Website

hfg-wealth.com (opens in new tab)

Phone

(615) 580-5194

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

Compare all 32 planners in Nashville