Quality Financial Concepts fees and pricing
Financial planner in Maryville, Tennessee. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 22, 2026, Quality Financial Concepts charges $50-$400 an hour and an annual fee of $2,750 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $50-$400/hr
“Hourly fees range from $50.00 to $400.00 however the standard hourly rate is $250.00 and per diem fees are up to $3,500 per day, depending on the services to be provided.”
- Annual fee
- $2,750/yr
“The minimum annual fee is $2,750 for standard portfolio accounts.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Quality Financial Concepts bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory services are billed based upon the type of services rendered.”
- “Fees are negotiable with each client and are based on various factors such as the services requested by the client, complexity of the client’s situation, and research and resources needed to provide the requested services.”
- “If the requested financial service is not performed by QFC through no fault of the client, a full refund will be made to the client.”
How Quality Financial Concepts’ fees compare
- Its hourly rate of $50-$400 spans the Tennessee median of $275. 26% of the 111 other Tennessee planners that publish an hourly rate charge less.
- Its annual fee of $2,750 is below the Tennessee median of $7,250. 14% of the 35 other Tennessee planners that publish an annual fee charge less.
About Quality Financial Concepts
- Firm size: 4 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2026.
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
- 1.9% a year
- Minimum
- $2,750 minimum fee (stated in brochure)
- Clients
- 206
- Employees
- 4
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, businesses, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $128,841,915
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 118886
- Phone
- (865) 984-3550
Can advise clients in 6 states: Florida, North Carolina, New York, Tennessee, Texas, Virginia
Other planners in Maryville that publish fees
- David Zbonski, LLCMaryville$500-$3,500
- Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
- Acumen Wealth Advisors, LLCChattanooga$499/hr
- Adkins Asset Management LLCCordova$250/hr
- Adventedge Financial, LLCApison$200/hr, $500
- Aj AdvisorsNashville$300/hr, $500-$5,000
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.