Sapiat Asset Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$450/hr

“We charge a non-negotiable hourly fee for our financial consulting service, which ranges from $200 to $450 per hour based upon the role of the employee performing the work.”

Flat or project fee

$2,500⁠-⁠$10,000

“We charge a fixed fee for financial planning services, which generally ranges between $2,500.00 $10,000.00 depending on the complexity and scope of the plan.”

Annual fee

$2,500/yr

“Our advisory fees for these customized services will begin at $2,500 per year and are negotiated with the plan sponsor or named fiduciary on a case-by-case basis based on Sapiat’s role in the plan and the complexity of the service.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Sapiat Asset Management, LLC bills

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

• “Our securities consulting fee is billed and payable monthly in advance.”
• “If you also participate in our wrap fee program we may deduct this fee from your client account, invoice you directly, and/or sell client assets to generate cash to pay the securities consulting fee.”
• “If you do not participate in our wrap fee program, then we will invoice you directly.”

How Sapiat Asset Management, LLC’s fees compare

• Its hourly rate of $200-$450 spans the Tennessee median of $275. 69% of the 111 other Tennessee planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$10,000 spans the Tennessee median of $3,000. 79% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• Its annual fee of $2,500 is below the Tennessee median of $7,250. 11% of the 35 other Tennessee planners that publish an annual fee charge less.

About Sapiat Asset Management, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

239

Employees

3

Works with

Individuals, high net worth individuals, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services

Assets managed

$44,944,258

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

282647

Website

x.com/sapiatasset (opens in new tab)

Phone

(423) 636-1800

Can advise clients in 2 states: Tennessee, Virginia

Other planners in Greeneville that publish fees

• Cornerstone Wealth Management GroupGreeneville$150⁠-⁠$300/hr, $300
• Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
• Acumen Wealth Advisors, LLCChattanooga$499/hr
• Adkins Asset Management LLCCordova$250/hr
• Adventedge Financial, LLCApison$200/hr, $500
• Aj AdvisorsNashville$300/hr, $500⁠-⁠$5,000

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