Portfolio Audit, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Fees & Compensation Assets Under Management, To Be Managed Annual Flat-Fee, Billed Monthly (generally) Your First $0 - $500,000 2.00% Your Next $500,001 - $5,000,000 1.25% Your Next $5,000,001 & Up 0.75% 401(k) Review & Special Assignments $400 / Hour Portfolio Audit bills client accounts in advance on either a…”

Monthly fee

$250/mo

“The at fee is a minimum of $250 per month for this service.”

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

How Portfolio Audit, LLC bills

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

• “Fiduciary Cash Management Services Por olio Audit’s Fiduciary Cash Management services are de ned as providing ongoing and con nuous advice to a client’s cash ow and arranging for the payment of the client’s bills.”
• “We instead gather invoices and direct the client on bills to be paid.”
• “Clients may obtain a refund of a pre-paid fee if the advisory contract is terminated before the end of the billing period, based on the amount of time remaining in the billing period.”

How Portfolio Audit, LLC’s fees compare

• Its hourly rate of $400 is above the Tennessee median of $275. 81% of the 111 other Tennessee planners that publish an hourly rate charge less.
• 8 of the 12 other planners in Knoxville that publish an hourly rate charge less.

About Portfolio Audit, LLC

• Firm size: 3 employees.
• Founded: 2001 (25 years).

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

2% a year

Clients

43

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$38,335,681

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

118549

Phone

(865) 999-4838

Can advise clients in 2 states: Florida, Tennessee

Other planners in Knoxville that publish fees

• CogentblueKnoxville$10,000⁠-⁠$20,000/yr
• Cosey Financial Services, Inc.Knoxville$400/hr, $5,000
• 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

Compare all 32 planners in Knoxville