Stapleton Asset Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“Financial Planning fee is an hourly rate of $250-$500 per hour depending upon case complexity.”

Monthly fee

$2,083/mo

“Total Monthly Fee = $2,083.33 All fees are negotiable at our sole discretion.”

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

How Stapleton Asset Management, LLC bills

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

• “In very limited circumstances, SAM will directly invoice the client for the fee.”
• “Fees are paid each month in arrears based on the value of the portfolio on the last business day of the prior month.”
• “Fees for this service may be paid by electronic funds transfer, check, or credit card.”

How Stapleton Asset Management, LLC’s fees compare

• Its hourly rate of $250-$500 spans the Tennessee median of $275. 79% of the 111 other Tennessee planners that publish an hourly rate charge less.
• 8 of the 11 other planners in Franklin that publish an hourly rate charge less.

About Stapleton Asset Management, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

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

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

33

Employees

3

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

$31,065,073

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323703

Website

stapletonam.com (opens in new tab)

Phone

(615) 266-4233

Can advise clients in 3 states: Illinois, Minnesota, Tennessee

Other planners in Franklin that publish fees

• Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
• Arrow AllianceFranklin$2,500, $500⁠-⁠$25,000/mo
• Beacon Capital Management, LLCFranklin$250⁠-⁠$500/hr, $1,200⁠-⁠$10,000
• Cap Partners, LLCFranklin$100⁠-⁠$500/hr, $500⁠-⁠$5,000
• Efinancial Alliance, LLCFranklin$295/hr, $5,000⁠-⁠$10,000
• Goto Financial Advisory LLCFranklin$200/hr, $975

Compare all 30 planners in Franklin