Upholdings fees and pricing
Financial planner in Nashville, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 23, 2026, Upholdings charges an annual fee of $7,000-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $7,000-$50,000/yr
“When Upholdings charges an investment advisory fee under a flat fee arrangement, the annual fee ranges from $7,000 - $50,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Upholdings bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The flat fee is prorated and charged in arrears either daily or monthly based upon the client’s preference for timing.”
- “Fees are negotiable and may be modified or changed by Upholdings upon advance written notice to the client, in accordance with the terms of the Investment Advisory Agreement.”
- “When a client has not received a copy of the Form ADV Brochure and Supplement at least 48 hours prior to signing an agreement, the client has five business days in which to cancel, with no penalty, or for a full refund (if any fees were prepaid).”
How Upholdings’ fees compare
- Its annual fee of $7,000-$50,000 spans the Tennessee median of $7,250. 94% of the 35 other Tennessee planners that publish an annual fee charge less.
- 6 of the 7 other planners in Nashville that publish an annual fee charge less.
About Upholdings
- Firm size: 2 employees.
- Founded: 2010 (16 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.6% a year
- Minimum
- No minimum stated in brochure
- Clients
- 13
- Employees
- 2
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $51,271,703
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 301340
- Phone
- (615) 669-8699
Can advise clients in 3 states: California, South Carolina, Tennessee
Other planners in Nashville that publish fees
- Aj AdvisorsNashville$300/hr, $500-$5,000
- Apple & Company, Inc.Nashville$200-$250/hr
- Brewer Financial StrategiesNashvilleUp to $5,000
- Cairn Financial GroupNashville$400/hr
- Davis, Davis and Conover Wealth Management, LLCNashville$250/hr, $1,500-$5,000
- Decker Wealth Management, LLCNashville$1,000-$10,000
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.