Private Wealth Management, Inc. fees and pricing

Financial planner in Memphis, Tennessee. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 13, 2026, Private Wealth Management, Inc. charges $100⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100⁠-⁠$500/hr; “Fees for Personal Financial Planning Services will range from $100 to $500 per hour.”

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

“Fees for investment Advisory Service clients generally are billed quarterly in arrears of one-fourth of the annual rate based on a percentage of the client's assets under management at the beginning of the calendar quarter.”
“Such fees shall be mutually agreed upon by the client and representative, and shall be due and payable when services are rendered.”
“In such an event, an itemized invoice will be provided documenting the expenses that have been incurred.”

Its hourly rate of $100-$500 spans the Tennessee median of $275. 55% of the 111 other Tennessee planners that publish an hourly rate charge less.
1 of the 10 other planners in Memphis that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 131
Employees: 4
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: $832,495,124
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 120823
Phone: (901) 322-4212

Can advise clients in 3 states: Florida, Tennessee, Texas

Is something on this page wrong or out of date?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.