Proffitt & Goodson Inc. fees and pricing
Financial planner in Knoxville, Tennessee. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 15, 2026, Proffitt & Goodson Inc. charges $300-$400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300-$400/hr
“The fees for such services are charged on an hourly basis, typically ranging from $300 to $400 per hour, and are negotiated directly with the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Proffitt & Goodson Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fees are assessed quarterly, in advance, at the beginning of each quarter.”
- “Clients will be invoiced or have their fees debited from the account in accordance with client authorization.”
- “Clients are given an estimate of the time required for the specific services provided and are billed in arrears at the end of each month that services are performed.”
How Proffitt & Goodson Inc.’s fees compare
- Its hourly rate of $300-$400 is above the Tennessee median of $275. 73% of the 111 other Tennessee planners that publish an hourly rate charge less.
- 7 of the 12 other planners in Knoxville that publish an hourly rate charge less.
About Proffitt & Goodson Inc.
“Often, our financial and wealth planning services can help identify individual objectives, liquidity needs and risk tolerance.”
- Firm size: 9 employees.
- Registered as an adviser: 1986 (40 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, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- No minimum stated in brochure
- Clients
- 293
- Employees
- 9
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $797,724,935
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 105278
- Phone
- (865) 584-1850
Can advise clients in 4 states: North Carolina, Tennessee, Texas, Virginia
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
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.