The Nalls Sherbakoff Group, LLC fees
Financial planner in Knoxville, Tennessee. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, The Nalls Sherbakoff Group, LLC (Knoxville, TN) charges up to $300 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change.
- Hourly rate
- Up to $300/hr
Can go up to $300; the Knoxville median is $299. Can go up to $300; the Tennessee median is $263.
“We charge an hourly fee of up to $300 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 5 employees
How The Nalls Sherbakoff Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “Fees are due upon completion of services rendered.”
- “The pension consulting fees will be prorated for the quarter in which the termination notice is given and any unearned fees will be refunded to the client.”
About The Nalls Sherbakoff Group, LLC
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 500
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $337 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 24, 2026
- CRD number
- 168239 (opens in new tab)
- Phone
- (865) 691-0898
Registered or notice filed in 7 states: Florida, Georgia, Louisiana, North Carolina, South Carolina, Tennessee, Texas
Other planners in Knoxville that publish fees
- Provident Wealth, LLCKnoxvilleHourly up to $250/hr, Quarterly $1,250-$3,750/qtr
- Patriot Investment Management Group IncKnoxvilleHourly $300/hr, Flat $500-$3,000
- Pugh Wealth Management, LLCKnoxvilleHourly $125-$400/hr, Flat $1,500-$5,000
- Proffitt & Goodson Inc.KnoxvilleHourly $300-$400/hr
- Longest & Young, LLCKnoxvilleHourly $150/hr
- NBZ Investment Advisors, LLCKnoxvilleHourly $245-$350/hr
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.