Sef Financial fees and pricing
Financial planner in Brentwood, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 9, 2026, Sef Financial charges $200-$300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$300/hr
“Thereafter, clients may terminate the Financial Planning Agreement generally upon written notice. 5 Hourly Fees The negotiated hourly fee for these services is between $200 and $300.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sef Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty for a full refund of SEM Capital's fees within five business days of signing the Financial Planning Agreement.”
- “Subadviser fees may be withdrawn from clients’ accounts or clients may be invoiced for such fees, as disclosed in each contract between SEM Capital and the applicable thirdparty adviser.”
- “Financial planning fees are paid via check.”
How Sef Financial’s fees compare
- Its hourly rate of $200-$300 spans the Tennessee median of $275. 33% of the 111 other Tennessee planners that publish an hourly rate charge less.
- None of the 7 other planners in Brentwood that publish an hourly rate charge less.
About Sef Financial
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2014 (12 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
- 2% a year
- Clients
- 58
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $35,494,168
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 173923
- Phone
- (615) 424-8293
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.