TD Capital Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$375/hr

“On an hourly basis ranging from $300 to $375 per hour. 2.”

Flat or project fee

$1,000⁠-⁠$3,000

“As a fixed fee, typically ranging from $1,000 to $3,000, depending on the nature and complexity of the engagement, the number of financial planning topic analysis areas requested by the Client, the amount of hours to complete the engagement and the different reports to be produced.”

Quarterly fee

$750/qtr

“The minimum quarterly fee is $750.”

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

How TD Capital Management LLC bills

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

• “All fees are billed in arrears after each calendar quarter.”
• “Management fees are generally prorated for material capital contributions made during the applicable calendar quarter.”
• “Accounts initiated or terminated during a calendar quarter are charged a prorated fee.”

How TD Capital Management LLC’s fees compare

• Its hourly rate of $300-$375 is above the Tennessee median of $275. 72% of the 111 other Tennessee planners that publish an hourly rate charge less.
• 5 of the 10 other planners in Memphis that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$3,000 is below the Tennessee median of $3,000. 30% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 3 of the 6 other planners in Memphis that publish a flat or project fee charge less.

About TD Capital Management LLC

• Firm size: 13 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 1996 (30 years).

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% a year

Minimum

$750 minimum fee (stated in brochure)

Clients

445

Employees

13

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$1,244,462,434

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

106125

Website

linkedin.com/company/td-capital-management-llc/about (opens in new tab)

Phone

(901) 681-0021

Can advise clients in 14 states: Alabama, Arkansas, California, Florida, Georgia, Louisiana, Maryland, Mississippi, Nebraska, New York, South Carolina, Tennessee, Texas, Virginia

Other planners in Memphis that publish fees

• Brandon Financial Planning, Inc.Memphis$500/hr
• Cothran Capital, LLCMemphis$300/hr, $495
• Crest Private Wealth, LLCMemphis$500⁠-⁠$600/hr, $1,000⁠-⁠$40,000
• Dogwood Financial PlanningMemphis$300/hr, $500
• Eaglestrong FinancialMemphis$200/hr, $100⁠-⁠$500/mo
• Envision Financial Planning, LLCMemphis$500/hr

Compare all 26 planners in Memphis