Rosemary Frank Financial, LLC fees and pricing
Financial planner in Brentwood, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 10, 2026, Rosemary Frank Financial, LLC charges $320 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $320/hr
“Fees are also negotiable but are typically $320 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rosemary Frank Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Management Fee is charged quarterly in advance based upon the assets under management as of the ending household account(s) balance of the previous calendar quarter.”
- “The Management Fee percentage is negotiable and will be detailed in each client's written agreement with RFF.”
- “The Management Fee includes all amounts payable to RFF.”
How Rosemary Frank Financial, LLC’s fees compare
- Its hourly rate of $320 is above the Tennessee median of $275. 68% of the 111 other Tennessee planners that publish an hourly rate charge less.
- 3 of the 7 other planners in Brentwood that publish an hourly rate charge less.
About Rosemary Frank Financial, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2015 (11 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.8% a year
- Clients
- 21
- 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 selecting other advisers
- Assets managed
- $36,508,257
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 279027
- Phone
- (615) 595-6850
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.