Rutterer Planning fees and pricing
Financial planner in Nashville, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 16, 2026, Rutterer Planning charges a flat or project fee of $1,000-$5,000 and a quarterly fee of $1,050 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$5,000
“The fixed fee can range between $1,000 and $5,000, depending on the complexity and the needs of the client.”
- Quarterly fee
- $1,050/qtr
“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid quarterly, in arrears, at the rate of $1,050 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rutterer Planning bills
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.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
How Rutterer Planning’s fees compare
- Its flat or project fee of $1,000-$5,000 spans the Tennessee median of $3,000. 48% of the 89 other Tennessee planners that publish a flat or project fee charge less.
- 7 of the 13 other planners in Nashville that publish a flat or project fee charge less.
About Rutterer Planning
- Principal: Philip Rutterer
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- 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
- 0.7% a year
- Clients
- 12
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $15,738,054
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 316771
- Phone
- (615) 488-5500
Other planners in Nashville that publish fees
- Aj AdvisorsNashville$300/hr, $500-$5,000
- Apple & Company, Inc.Nashville$200-$250/hr
- Brewer Financial StrategiesNashvilleUp to $5,000
- Cairn Financial GroupNashville$400/hr
- Davis, Davis and Conover Wealth Management, LLCNashville$250/hr, $1,500-$5,000
- Decker Wealth Management, LLCNashville$1,000-$10,000
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.