Sego Wealth Management, LLC fees and pricing
Financial planner in Collierville, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Sego Wealth Management, LLC charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“The negotiated hourly fee for these services is $350.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sego Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of SWM's fees within five business days of signing the Investment Advisory Contract.”
- “The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency.”
How Sego Wealth Management, LLC’s fees compare
- Its hourly rate of $350 is above the Tennessee median of $275. 73% of the 111 other Tennessee planners that publish an hourly rate charge less.
About Sego Wealth Management, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2019 (7 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% a year
- Clients
- 43
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $17,119,486
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304193
- Phone
- (901) 457-2700
Can advise clients in 3 states: Louisiana, Mississippi, Tennessee
Other planners in Tennessee that publish fees
- 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
- Allied InvestmentsJohnson City$150/hr, Up to $2,500
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.