Stinson Financial Planning fees and pricing
Financial planner in Nashville, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 7, 2026, Stinson Financial Planning charges an annual fee of $3,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $3,000-$5,000/yr
“Stinson Financial Planning is compensated for its services by charging an annual fee based on the time spent, generally between $3,000 and $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stinson Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Each client is asked to pay the agreed upon fee once every six months in arrears.”
How Stinson Financial Planning’s fees compare
- Its annual fee of $3,000-$5,000 is below the Tennessee median of $7,250. 20% of the 35 other Tennessee planners that publish an annual fee charge less.
- 1 of the 7 other planners in Nashville that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Stinson Financial Planning
“It provides clients with general financial planning services and investment advisory and portfolio management services. Summary of Investment Advisory Services Stinson Financial Planning offers an advisory service to its clients which integrates financial planning and investment management.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2002 (24 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 7
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $27,946,428
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 121272
- Phone
- (615) 330-9151
Other planners in Nashville that publish fees
- Aj AdvisorsNashville$300/hr, $500-$5,000
- Apple & Company, Inc.Nashville$200-$250/hr
- Brewer Financial StrategiesNashvilleUp to $5,000
- Cairn Financial GroupNashville$400/hr
- Davis, Davis and Conover Wealth Management, LLCNashville$250/hr, $1,500-$5,000
- Decker Wealth Management, LLCNashville$1,000-$10,000
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.