Joel Busboom Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$150⁠-⁠$2,000

“The fixed fee can range between $150 and $2,000, depending on complexity and the needs of the client.”

Monthly fee

$200⁠-⁠$600/mo

“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $150.00 and an ongoing fee that is paid monthly or quarterly, in arrears, at the rate of $200 - $600 per month or $500 - $2,000 per quarter.”

Quarterly fee

$500⁠-⁠$2,000/qtr

From the same sentence as above.

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

How Joel Busboom Financial, LLC bills

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

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Joel Busboom Financial, LLC’s fees compare

• Its flat or project fee of $150-$2,000 is below the Tennessee median of $3,000. 17% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 3 of the 14 other planners in Franklin that publish a flat or project fee charge less.

About Joel Busboom Financial, LLC

• Principal: Joel Busboom
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Equity compensation
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.2% a year

Clients

12

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$11,829,573

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

314481

Website

joelbusboomfinancial.com (opens in new tab)

Phone

(262) 909-4636

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