Patriot Investment Management Group Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$300/hr

“We charge an hourly fee of $300 or $150 for services performed by our Investment Adviser Representatives or Clerical Staff, respectively.”

Flat or project fee

$500⁠-⁠$3,000

“We may also provide financial planning services on a fixed fee basis with fees ranging from $500 to $3,000.”

Monthly fee

$100⁠-⁠$500/mo

“(1) an upfront charge based on the hourly fee for financial planning services as set forth above (generally between three and five hours); and, (2) an ongoing fee that is paid monthly, in advance, at the rate of $100 to $500 per month.”

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

How Patriot Investment Management Group Inc bills

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

• “Our advisory fee is negotiable, depending on individual client circumstances.”
• “Where we provide discretionary management services to certain retirement accounts, such as a 401(k) account, through a third-party web-based platform, clients may pay via ACH, or via another investment account under our management at Charles Schwab & Co., Inc.”
• “Upon termination, you will not receive a refund for the remainder of the quarter in which you terminate your account.”

How Patriot Investment Management Group Inc’s fees compare

• Its hourly rate of $150-$300 spans the Tennessee median of $275. 26% of the 111 other Tennessee planners that publish an hourly rate charge less.
• 1 of the 12 other planners in Knoxville that publish an hourly rate charge less.
• Its flat or project fee of $500-$3,000 is below the Tennessee median of $3,000. 28% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• None of the 7 other planners in Knoxville that publish a flat or project fee charge less.

About Patriot Investment Management Group Inc

• Principal: Taylor Wortham
• Firm size: 25 employees.
• Registered as an adviser: 1998 (28 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• 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

1.5% a year

Clients

1,518

Employees

25

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

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

$1,906,856,227

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

112155

Website

facebook.com/patriotinvestment (opens in new tab)

Phone

(865) 777-2479

Can advise clients in 24 states: Alabama, California, Colorado, Florida, Georgia, Illinois, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Wisconsin

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• Insight Strategic Wealth LLCKnoxville$275/hr
• Kinetic WealthKnoxville$300/hr
• Knox Wealth Partners AdvisoryKnoxville$100⁠-⁠$350/hr, $250⁠-⁠$10,000
• Marsh Wealth Management, LLCKnoxville$450⁠-⁠$4,000, $125/mo

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