Roan Capital Partners fees and pricing

Financial planner in Johnson City, Tennessee. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 7, 2026, Roan Capital Partners charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “(i.e if they’re on track for retirement goals, cash flow planning or balancing saving for retirement/college for children.) We charge $200 per hour for this type of engagement.”

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

“Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
“An account may be terminated with written notice at least 30 calendar days in advance.”
“Refunds for fees paid in advance will be returned to the client via check, or return deposit back into the client’s account.”

Its hourly rate of $200 is below the Tennessee median of $275. 14% of the 111 other Tennessee planners that publish an hourly rate charge less.
2 of the 5 other planners in Johnson City that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.2% a year
Clients: 328
Employees: 5
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $152,023,601
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 293119
Website: roancp.com (opens in new tab)
Phone: (423) 631-5786

Can advise clients in 4 states: South Carolina, Tennessee, Texas, Virginia

Is something on this page wrong or out of date?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.