Investgro LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Consultation Planning Services are offered based on an hourly fee of $500 per hour.”

Flat or project fee

$1,500⁠-⁠$10,000

“Full Financial Plans are offered based on a flat fee between $1,500 and $10,000.”

Monthly fee

$200/mo

“ONGOING FINANCIAL PLANNING Ongoing Financial Planning is offered for $200 per month billed monthly or quarterly in advance.”

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

How Investgro LLC bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “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 plans are due upon delivery of the completed plan.”

How Investgro LLC’s fees compare

• Its hourly rate of $500 is above the Tennessee median of $275. 90% of the 111 other Tennessee planners that publish an hourly rate charge less.
• 7 of the 7 other planners in Brentwood that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the Tennessee median of $3,000. 73% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 5 of the 7 other planners in Brentwood that publish a flat or project fee charge less.

About Investgro LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2024 (2 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

Highest asset based fee in brochure

1% a year

Clients

21

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$2,080,273

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332766

Website

investgroadvisors.com (opens in new tab)

Phone

(615) 927-3509

Other planners in Brentwood that publish fees

• Finwell, Inc.Brentwood$299/hr, $299⁠-⁠$1,999
• Highmark, LLCBrentwood$250/hr, $100⁠-⁠$25,000
• 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