Smith & Co Advisory LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$15,000

“The notice of termination requirement and payment of fees for third-party investment advisers will depend on the specific third-party adviser selected. 5 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $1,500 and $15,000.”

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

How Smith & Co Advisory 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 SCA'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 Smith & Co Advisory LLC’s fees compare

• Its flat or project fee of $1,500-$15,000 spans the Tennessee median of $3,000. 84% of the 89 other Tennessee planners that publish a flat or project fee charge less.

About Smith & Co Advisory LLC

• Firm size: 2 employees.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Minimum

$2,500 minimum fee (stated in brochure)

Clients

206

Employees

2

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

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

Assets managed

$118,459,793

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

333042

Website

smithcoadvisory.com (opens in new tab)

Phone

(615) 682-4383

Can advise clients in 7 states: Alabama, California, Florida, Kentucky, Louisiana, Tennessee, Texas

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

Compare all 240 planners in Tennessee