Southern Capital Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$400/hr

“The Firm’s planning and consulting fees are negotiable and may range from $100-$400 on an hourly basis (and can be arranged on a fixed-fee basis as needed), depending on the level and scope of the service(s) required and the professional(s) rendering service(s).”

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

How Southern Capital Advisors, LLC bills

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

• “To determine the fee, all assets within a household are aggregated for the purpose of billing, although all assets in the household may not necessarily be billed.”
• “Hourly fees are generally paid in arrears upon completion.”
• “Clients may terminate the agreement without penalty, for full refund of SCA’s fees, within five business days of signing the Financial Planning Agreement.”

How Southern Capital Advisors, LLC’s fees compare

• Its hourly rate of $100-$400 spans the Tennessee median of $275. 33% of the 111 other Tennessee planners that publish an hourly rate charge less.

About Southern Capital Advisors, LLC

• Firm size: 6 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2018 (8 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

1.75% a year

Clients

812

Employees

6

Works with

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

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$636,914,932

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

292275

Website

southernadvisor.com (opens in new tab)

Phone

(731) 265-6812

Can advise clients in 8 states: Alabama, Arkansas, Georgia, Kentucky, Louisiana, Mississippi, Tennessee, Texas

Other planners in Jackson that publish fees

• O'bryant & Associates, Inc.Jackson$300/hr
• 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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