Timberchase Financial, LLC fees
Financial planner in Homewood, Alabama. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 25, 2026, Timberchase Financial, LLC (Homewood, AL) charges a flat or project fee of $1,000-$50,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 25, 2026. Fees can change.
- Flat or project fee
- $1,000-
$50,000 Runs from below the Alabama median of $5,750 to above it.
“The fixed fee option is based upon the scope of the services rendered to the client and the complexity of their overall financial situation and ranges between $1,000 to $50,000.”
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
- 7 employees
How Timberchase Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly, in advance, meaning that clients are invoiced when the three-month billing period has begun.”
- “For engagements that start mid quarter, the initial quarter’s fee is prorated and will be charged at the beginning of the next quarter.”
- “The client must consent in advance to direct debiting of their investment account.”
About Timberchase Financial, LLC
“Timberchase provides personalized, financial planning and investment management services to individuals and occasionally to trusts, estates, charitable organizations, and small businesses. Timberchase provides both financial planning and investment management services.”
- Founded: 2004 (22 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 126
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $280 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of August 25, 2026
- CRD number
- 131205 (opens in new tab)
- Phone
- (205) 980-7118
Registered or notice filed in 3 states: Alabama, Oregon, Texas
More planners in Alabama that publish fees
- Zora FinancialBirminghamAnnual $3,600/yr
- Still Waters Investment Strategies LLCBirminghamHourly $200-$400/hr, Flat $500
- Allysian Wealth PlanningCullmanHourly $300/hr, Flat $750-$20,000
- Womack & Associates, LLCHuntsvilleHourly $400-$450/hr
- Saliba Asset Management L.L.C.HuntsvilleHourly $400/hr
- 1st & 3rd Investments LLCVestavia HillsHourly up to $500/hr, Annual up to $5,000/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.