Philip M. Watson, Financial Advisor fees and pricing
Financial planner in Franklin, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 25, 2026, Philip M. Watson, Financial Advisor charges an annual fee of $3,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $3,000-$10,000/yr
“Open Retainer Initial Year of Open Retainer: $5,000 - $10,000 Renewal Years of Open Retainer: $3,000 - $8,000 Fees are calculated annually and payable quarterly.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Philip M. Watson, Financial Advisor bills
Payment and refund terms, quoted from the fee section of the brochure.
- “At PMW/FA's discretion, fees may be paid with one-half due at the beginning of the engagement and the remainder upon completion.”
- “All fees are non-negotiable and are paid, as described above, directly by you.”
How Philip M. Watson, Financial Advisor’s fees compare
- Its annual fee of $3,000-$10,000 spans the Tennessee median of $7,250. 49% of the 35 other Tennessee planners that publish an annual fee charge less.
- 2 of the 4 other planners in Franklin that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Philip M. Watson, Financial Advisor
“An Open Retainer provides holistic/comprehensive financial planning for a fixed fee over the course of one year.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2001 (25 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 114749
- Phone
- (615) 973-8872
Other planners in Franklin that publish fees
- Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
- Arrow AllianceFranklin$2,500, $500-$25,000/mo
- Beacon Capital Management, LLCFranklin$250-$500/hr, $1,200-$10,000
- Cap Partners, LLCFranklin$100-$500/hr, $500-$5,000
- Efinancial Alliance, LLCFranklin$295/hr, $5,000-$10,000
- Goto Financial Advisory LLCFranklin$200/hr, $975
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.