TCM fees and pricing

Financial planner in Germantown, Tennessee. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, TCM charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Our advisory fee is negotiable, depending on individual client circumstances.”
“If you contribute additional monies during the quarter to your account(s), we will bill on a pro-rata basis the additional monies as part of the next quarter's billing based on the number of days remaining in the quarter.”
“If you withdraw monies from your account(s), a reduction in your next quarter's billing will be effected on a pro-rata basis based on the number of days remaining in the quarter.”

Its hourly rate of $500 is above the Tennessee median of $275. 90% of the 111 other Tennessee planners that publish an hourly rate charge less.
4 of the 4 other planners in Germantown that publish an hourly rate charge less.

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: 0.85% a year
Clients: 495
Employees: 5
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, educational seminars and workshops, and other services
Assets managed: $164,518,086
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 289583
Website: facebook.com/trinitycapitalmanagement (opens in new tab)
Phone: (901) 757-4448

Is something on this page wrong or out of date?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.