PlannerFees

Provident Wealth, LLC fees and pricing

Financial planner in Knoxville, Tennessee. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 26, 2026, Provident Wealth, LLC charges a flat or project fee of $500⁠-⁠$5,000, a quarterly fee of $1,250⁠-⁠$3,750, and an annual fee of $5,000⁠-⁠$15,000 for financial planning.

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.

Flat or project fee
$500⁠-⁠$5,000
“Fees (On-Going) Fixed Fees PW may charge an initial fee of $500 to $5,000 for on-going, comprehensive financial planning services depending on the scope of the planning services and the complexity of the client’s financial situation.”
Quarterly fee
$1,250⁠-⁠$3,750/qtr
“In addition, PW will charge an annual fixed fee of $5,000 to $15,000 payable quarterly ($1,250 -$3,750 per quarter).”
Annual fee
$5,000⁠-⁠$15,000/yr

From the same sentence as above.

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

How Provident Wealth, LLC bills

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

  • “The first quarter’s fee will be prorated, calculated based on the funding amount, and collected immediately.”
  • “Clients may terminate the agreement without penalty for a full refund of PW’s fees within five business days of signing the Investment Advisory Contract.”
  • “The fee is negotiable, and the final fee will be attached as Exhibit II of the Financial Planning Agreement.”

How Provident Wealth, LLC’s fees compare

  • Its flat or project fee of $500-$5,000 spans the Tennessee median of $3,000. 44% of the 89 other Tennessee planners that publish a flat or project fee charge less.
  • 2 of the 7 other planners in Knoxville that publish a flat or project fee charge less.
  • Its annual fee of $5,000-$15,000 spans the Tennessee median of $7,250. 60% of the 35 other Tennessee planners that publish an annual fee charge less.
  • None of the 2 other planners in Knoxville that publish an annual fee charge less.

About Provident Wealth, LLC

“For comprehensive planning services, the client will work with PW over an extended period of time.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®, ChFC®, and CFA.
  • Registered as an adviser: 2017 (9 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
1% a year
Minimum
$4,000 minimum fee (stated in brochure)
Clients
108
Employees
1
Works with
Individuals, high net worth individuals, charities, and other
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$98,485,546
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
288660
Website
myprovidentwealth.com (opens in new tab)
Phone
(865) 292-2540

Other planners in Knoxville that publish fees

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