Resilient Asset Management fees and pricing
Financial planner in Memphis, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Resilient Asset Management charges an annual fee of $4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $4,000/yr
“For this arrangement, Clients are assessed a fixed annual fee with a minimum fee of $4,000 and a maximum amount determined on a negotiated basis.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Resilient Asset Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fees are negotiable, with the final determination to be made by the firm.”
- “Fees are to be paid by check or draft from US-based financial institutions.”
- “Payment is due in full upon delivery of our invoice which will coincide with the presentation of your plan.”
How Resilient Asset Management’s fees compare
- Its annual fee of $4,000 is below the Tennessee median of $7,250. 20% of the 35 other Tennessee planners that publish an annual fee charge less.
- None of the 2 other planners in Memphis that publish an annual fee charge less.
About Resilient Asset Management
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Equity compensation
- Cash flow and budgeting
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
- 0.85% a year
- Minimum
- $4,000 minimum fee (stated in brochure)
- Clients
- 51
- 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, and educational seminars and workshops
- Assets managed
- $73,507,622
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 285534
- Phone
- (559) 817-9279
Can advise clients in 5 states: Arkansas, Florida, Maryland, Tennessee, Virginia
Other planners in Memphis that publish fees
- Brandon Financial Planning, Inc.Memphis$500/hr
- Cothran Capital, LLCMemphis$300/hr, $495
- Crest Private Wealth, LLCMemphis$500-$600/hr, $1,000-$40,000
- Dogwood Financial PlanningMemphis$300/hr, $500
- Eaglestrong FinancialMemphis$200/hr, $100-$500/mo
- Envision Financial Planning, LLCMemphis$500/hr
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.