Plimsoll Financial Planning, LLC fees and pricing
Financial planner in Hoover, Alabama. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 1, 2026, Plimsoll Financial Planning, LLC charges an annual fee of $4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $4,000/yr
“Ongoing Financial Planning Ongoing Financial Planning is offered for a flat annual fee of $4,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Plimsoll Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In no event will Plimsoll collect more than $500 more than six months in advance from any client.”
- “The fee for service is determined annually and billed monthly or quarterly, in advance.”
- “In some cases, a client may be permitted to pay fees by credit card or check.”
How Plimsoll Financial Planning, LLC’s fees compare
- Its annual fee of $4,000 matches the Alabama median of $4,000. 50% of the 16 other Alabama planners that publish an annual fee charge less.
About Plimsoll Financial Planning, LLC
- Principal: Tyler Reeves
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 13
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $10,872,213
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 285993
- Phone
- (205) 440-2125
Other planners in Hoover that publish fees
- ColefpHoover$270/hr
- PMD AdvisoryHoover$200-$350/hr, $1,000-$15,000
- Strauss Financial GroupHoover$150-$350/hr, $1,200-$9,000
- 6TH Street Advisors, LLCDaphne$150/hr, $1,000-$5,000
- Aja Financial LLCOpelika$500-$1,500
- Allysian Wealth PlanningCullman$300/hr, $2,700-$36,000
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.