Tennessee Valley Investment Management fees and pricing
Financial planner in Huntsville, Alabama. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Tennessee Valley Investment Management charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“The Firm's current charge is $200.00 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tennessee Valley Investment Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees are negotiable and the agreed to fee will be stated in the client's Investment Management Agreement.”
- “Fees for investment management services charged by TVIM accrue quarterly, are paid in arrears.”
- “All Financial Consulting fees are paid in arrears, after the job has been completed.”
How Tennessee Valley Investment Management’s fees compare
- Its hourly rate of $200 is below the Alabama median of $250. 22% of the 41 other Alabama planners that publish an hourly rate charge less.
- 2 of the 8 other planners in Huntsville that publish an hourly rate charge less.
About Tennessee Valley Investment Management
“Investment Advice, Consultations, and Financial Planning We may provide investment advice to clients on a consultation basis, wherein the client seeks advice regarding a specific set of circumstances.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2019 (7 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
- 2% a year
- Clients
- 34
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $10,909,517
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 305228
- Phone
- (256) 424-3971
Other planners in Huntsville that publish fees
- Brighthaven Financial AdvisorsHuntsville$250/hr, $500-$800
- Capital Stewards, LLCHuntsville$1,500
- Cloud Investments, LLCHuntsville$200-$2,000
- Cochranmickels Retirement Specialists, LLCHuntsville$300/hr, $2,500-$5,000
- Infinity Tax & Financial PlanningHuntsville$150-$500/hr, $250-$5,000
- Lifefirst Wealth, LLCHuntsville$250/hr, $7,500/yr
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.