NBZ Investment Advisors, LLC fees and pricing

Financial planner in Knoxville, Tennessee. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 25, 2026, NBZ Investment Advisors, LLC charges $245⁠-⁠$350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $245⁠-⁠$350/hr; “Our Consulting Services fees are calculated and charged on an hourly basis, ranging from $245-$350 per hour.”

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

“Client accounts will typically hold cash or cash equivalents (“Cash”) as a part of the investment strategy, and accordingly clients are generally billed on Cash.”
“Fees are due and payable upon completion of the consulting service.”

Its hourly rate of $245-$350 spans the Tennessee median of $275. 53% of the 111 other Tennessee planners that publish an hourly rate charge less.
5 of the 12 other planners in Knoxville that publish an hourly rate charge less.

“As a part of our services, NBZ will provide financial planning to advisory clients who engage the firm to assist in developing a plan.”

From the firm's description of its advisory business in its Form ADV brochure.

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: 0.75% a year
Clients: 198
Employees: 7
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services
Assets managed: $431,161,080
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 123902
Website: nbzinvest.com (opens in new tab)
Phone: (865) 584-1184

Can advise clients in 2 states: Georgia, Tennessee

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.