PlannerFees

Tull Financial Group, Inc. fees and pricing

Financial planner in Chesapeake, Virginia. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 18, 2026, Tull Financial Group, Inc. charges $100⁠-⁠$500 an hour, a flat or project fee of $2,000, and a quarterly fee of $375 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$100⁠-⁠$500/hr
“Hourly rates range from $100 to $500.”
Flat or project fee
$2,000
“The minimum fee charged for a Financial Plan is $2,000, which includes an Investment Proposal with the Plan.”
Quarterly fee
$375/qtr
“From here, TFG directly bills a quarterly flat fee of $375 to the business for which Small Business Retirement Plan services are rendered.”

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

How Tull Financial Group, Inc. bills

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

  • “All fees are negotiable at the sole discretion of TFG.”
  • “Fees are determined at the outset, with half payable upon the signing of the Financial Plan Fee Agreement, and the other half payable upon completion and presentation of the Plan.”
  • “As with Financial Plans, an Investment Proposal or Retirement Projection is half payable upon the signing of the Fee Agreement, and the other half payable upon presentation of the Proposal/Projection.”

How Tull Financial Group, Inc.’s fees compare

  • Its hourly rate of $100-$500 spans the Virginia median of $260. 53% of the 203 other Virginia planners that publish an hourly rate charge less.
  • 3 of the 3 other planners in Chesapeake that publish an hourly rate charge less.
  • Its flat or project fee of $2,000 is below the Virginia median of $4,250. 22% of the 168 other Virginia planners that publish a flat or project fee charge less.

About Tull Financial Group, Inc.

  • Firm size: 9 employees.
  • Registered as an adviser: 2003 (23 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
$2,000 minimum fee (stated in brochure)
Clients
292
Employees
9
Works with
Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed
$367,086,618
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
112235
Website
facebook.com/tullfinancial (opens in new tab)
Phone
(757) 436-1122

Can advise clients in 4 states: Florida, North Carolina, Texas, Virginia

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