Lonetree Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$1,000⁠-⁠$15,000/yr

“Annual fees range from $1,000 to $15,000 paid quarterly or monthly in arrears.”

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

How Lonetree Wealth Management bills

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

• “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly in arrears pursuant to the terms of the investment advisory agreement.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “LoneTree offers standalone financial planning services for an annual fee paid quarterly or monthly in arrears pursuant to the terms of the financial planning agreement.”

How Lonetree Wealth Management’s fees compare

• Its annual fee of $1,000-$15,000 spans the Tennessee median of $7,250. 51% of the 35 other Tennessee planners that publish an annual fee charge less.
• 2 of the 2 other planners in Memphis that publish an annual fee charge less.

About Lonetree Wealth Management

• Firm size: 4 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 years).

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% a year

Clients

95

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$47,084,367

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

322711

Website

lonetreewealth.com (opens in new tab)

Phone

(502) 432-7373

Can advise clients in 2 states: Louisiana, Tennessee

Other planners in Memphis that publish fees

• Brandon Financial Planning, Inc.Memphis$500/hr
• Cothran Capital, LLCMemphis$300/hr, $495
• Crest Private Wealth, LLCMemphis$500⁠-⁠$600/hr, $1,000⁠-⁠$40,000
• Dogwood Financial PlanningMemphis$300/hr, $500
• Eaglestrong FinancialMemphis$200/hr, $100⁠-⁠$500/mo
• Envision Financial Planning, LLCMemphis$500/hr

Compare all 26 planners in Memphis