Raven Point Wealth Management, LLC fees and pricing
Financial planner in Brentwood, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 5, 2026, Raven Point Wealth Management, LLC charges a quarterly fee of $1,250 and an annual fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $1,250/qtr
“Financial planning fees are generally billed quarterly in advance at $1,250 per quarter on January 1, April 1, July 1, and October 1.”
- Annual fee
- $5,000/yr
“The Firm’s standard ongoing financial-planning fee is $5,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Raven Point Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Advisor’s investment advisory fee is negotiable at the sole discretion of the Advisor based on the size of the accounts, prospective growth, and other factors and may differ from client to client.”
- “Billing Investment management fees are calculated monthly in arrears based on the average daily balance of billable assets during the immediately preceding calendar month.”
- “If a fee cannot be deducted, including because of insufficient cash, a custodial restriction, or the transfer or closing of an account before the fee is deducted, the Firm may invoice the client directly, and payment is due upon receipt.”
How Raven Point Wealth Management, LLC’s fees compare
- Its annual fee of $5,000 is below the Tennessee median of $7,250. 34% of the 35 other Tennessee planners that publish an annual fee charge less.
About Raven Point Wealth Management, LLC
“The Firm provides comprehensive financial planning and ongoing investment management to individuals and highnet-worth individuals, as well as certain trusts, estates, retirement plans, and small businesses.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Business owners
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 343835
- Phone
- (615) 925-3882
Can advise clients in 3 states: Georgia, Tennessee, Virginia
Other planners in Brentwood that publish fees
- Finwell, Inc.Brentwood$299/hr, $299-$1,999
- Highmark, LLCBrentwood$250/hr, $100-$25,000
- Investgro LLCBrentwood$500/hr, $1,500-$10,000
- Keystone Financial Resources, LLCBrentwood$350/hr, $500-$2,200
- Main Street Investors, LLCBrentwood$250-$2,500
- Melby Wealth ManagementBrentwood$333/hr, $4,000
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.