Music Row Wealth Management fees and pricing

Published fees

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

Annual fee

$1,000⁠-⁠$5,000/yr

“Adviser alternatively offers financial planning services and consulting services on a fixed fee basis, with financial planning fees ranging between $1,000 to $5,000 per annum and consulting fees ranging up to $20,000 depending on the nature and scope of the consulting services to be rendered by Adviser.”

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

How Music Row Wealth Management bills

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

• “Fees are deducted in advance on a quarterly basis from clients’ assets and based upon the market value of such assets managed by Adviser as of the last business day of the prior calendar quarter.”
• “If Adviser or client terminates the advisory agreement before the end of a quarterly billing period, the pro rata fees earned through the effective date of the termination will be billed to the client.”
• “Fees are prorated for intra-quarter Client inflows (deposits) in excess of $50,000.”

How Music Row Wealth Management’s fees compare

• Its annual fee of $1,000-$5,000 is below the Tennessee median of $7,250. 17% of the 35 other Tennessee planners that publish an annual fee charge less.
• None of the 7 other planners in Nashville that publish an annual fee charge less.

About Music Row Wealth Management

• Firm size: 5 employees.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Insurance analysis
• Cash flow and budgeting
• Charitable giving

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

1.25% a year

Clients

349

Employees

5

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

$431,661,454

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

288944

Website

musicrowwealthmanagement.com (opens in new tab)

Phone

(615) 647-5882

Can advise clients in 4 states: California, Massachusetts, Tennessee, Texas

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