Pugh Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125⁠-⁠$400/hr

“On an hourly basis ranging from $125 to $400 per hour. 2.”

Flat or project fee

$1,500⁠-⁠$5,000

“As a fixed fee, typically ranging from $1,500 to $5,000, depending on the nature and complexity of the engagement, the number of financial planning topic analysis areas requested by the Client, the number of hours to complete the engagement and the different reports to be produced.”

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

How Pugh Wealth Management, LLC bills

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

• “New accounts are charged a prorated fee for the remainder of the quarter based upon the date the initial receipt of securities occurred or based on the initial trade date.”

How Pugh Wealth Management, LLC’s fees compare

• Its hourly rate of $125-$400 spans the Tennessee median of $275. 49% of the 111 other Tennessee planners that publish an hourly rate charge less.
• 3 of the 12 other planners in Knoxville that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 spans the Tennessee median of $3,000. 54% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 3 of the 7 other planners in Knoxville that publish a flat or project fee charge less.

About Pugh Wealth Management, LLC

• Firm size: 3 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2020 (6 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

Clients

27

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$43,684,893

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

306754

Website

pughwealth.com (opens in new tab)

Phone

(865) 251-0920

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