P3 Wealth Management fees and pricing

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

According to its Form ADV Part 2A brochure dated August 17, 2026, P3 Wealth Management charges $250 an hour for financial planning.

Published fees

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

Hourly rate: $250/hr; “The Advisors hourly fee will be billed at a rate of $250 per hour but may be negotiated in advance at the sole discretion of the Advisor.”

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

“New account fees will be prorated from the inception of the account to the end of the first quarter.”
“Where it is impractical to directly deduct fees from client accounts, Client will be sent an invoice on a quarterly basis for any outstanding advisory fees due.”
“Hourly fee-based clients are billed on a monthly basis upon completion of work performed.”

Its hourly rate of $250 is below the Tennessee median of $275. 33% of the 111 other Tennessee planners that publish an hourly rate charge less.

“Persons associated with P3 Wealth Management have a financial incentive to offer tax and accounting related services to advisory clients.”

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: 2% a year
Clients: 478
Employees: 3
Works with: Individuals, high net worth individuals, charities, and businesses
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $30,756,036
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 300373
Website: p3wealth.com (opens in new tab)
Phone: (901) 209-4015

Can advise clients in 3 states: Maryland, Mississippi, 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Is something on this page wrong or out of date?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.