Rich Dewitt Wealth Management LLC fees and pricing
Financial planner in Chattanooga, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 6, 2026, Rich Dewitt Wealth Management LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The maximum hourly fee to be charged will not exceed $250.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rich Dewitt Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm bills on cash unless indicated otherwise in writing.”
- “Annualized fees are billed on a pro-rata basis monthly in arrears based on the value of the account(s) on the last day of the previous month.”
- “Fees are negotiable and will be deducted from client account(s).”
How Rich Dewitt Wealth Management LLC’s fees compare
- Its hourly rate of $250 is below the Tennessee median of $275. 33% of the 111 other Tennessee planners that publish an hourly rate charge less.
- 5 of the 14 other planners in Chattanooga that publish an hourly rate charge less.
About Rich Dewitt Wealth Management LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 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
- 0.75% a year
- Clients
- 123
- Employees
- 1
- 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 pension consulting
- Assets managed
- $51,468,197
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327682
- Phone
- (423) 954-7273
Other planners in Chattanooga that publish fees
- Acumen Wealth Advisors, LLCChattanooga$499/hr
- Am Investment Strategies, LLCChattanooga$50-$30,000/yr
- Apogee Wealth Partners, LLCChattanooga$200-$400/hr, $500-$10,000
- Barnett & Co IncChattanooga$175/hr
- Bigham Wealth Advisory LLCChattanooga$80/hr, $500-$1,500
- Campbell Asset Management, LLCChattanooga$350/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.