PlannerFees

Nomad Financial fees and pricing

Financial planner in Knoxville, Tennessee. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 11, 2026, Nomad Financial charges $415 an hour, a flat or project fee of $4,000⁠-⁠$15,000, a quarterly fee of $7,500, and an annual fee of $15,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$415/hr
“Clients with unique financial planning, tax planning, or other advisory needs, or Clients seeking a second opinion on their self-created financial plans, Hourly Financial Consulting engagements are offered at an hourly rate of $415 per hour.”
Flat or project fee
$4,000⁠-⁠$15,000
“Fixed fee rates range between $4,000 to $15,000 for a defined engagement.”
Quarterly fee
$7,500/qtr
“The quarterly fee would be: $7,500 ÷ 4 = $1,875.”
Annual fee
$15,000/yr
“Private Wealth Management services (excluding investment portfolio management services) are alternatively offered at a fixed fee, starting at $15,000 annually and increasing with complexity of the Client’s needs, and is paid quarterly in advance.”

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

How Nomad Financial bills

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

  • “Our AUM fee is prorated for any partial billing periods occurring during the engagement, including the initial and final billing periods.”
  • “Fees are prorated for relationships that begin at any time other than the start of a quarterly billing cycle based on the number of days in the period over which services are provided.”
  • “Since fees are paid in advance, a prorated refund will be given, if applicable, upon termination of this Agreement for any unearned fee.”

How Nomad Financial’s fees compare

  • Its hourly rate of $415 is above the Tennessee median of $275. 88% of the 111 other Tennessee planners that publish an hourly rate charge less.
  • 10 of the 12 other planners in Knoxville that publish an hourly rate charge less.
  • Its flat or project fee of $4,000-$15,000 is above the Tennessee median of $3,000. 87% of the 89 other Tennessee planners that publish a flat or project fee charge less.
  • 7 of the 7 other planners in Knoxville that publish a flat or project fee charge less.
  • Its annual fee of $15,000 is above the Tennessee median of $7,250. 69% of the 35 other Tennessee planners that publish an annual fee charge less.
  • 1 of the 2 other planners in Knoxville that publish an annual fee charge less.

About Nomad Financial

  • Principal: Ramin Olson
  • Firm size: 2 employees.
  • Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting

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
Minimum
$1,000,000 in assets (stated in brochure)
Employees
2
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$3,876,703
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
322552
Website
nomadfinancial.us (opens in new tab)
Phone
(865) 293-8255

Can advise clients in 3 states: California, Nevada, Tennessee

Other planners in Knoxville that publish fees

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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.