W Advisors LLC fees and pricing
Financial planner in Germantown, Tennessee. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 14, 2026, W Advisors LLC charges $350 an hour and a flat or project fee of $1,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Our hourly fee is $350.”
- Flat or project fee
- $1,500-$10,000
“Flat fees generally range from $1,500 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How W Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Management fees are negotiable and will be detailed in our Comprehensive Portfolio Management Agreement.”
- “Fees are billed on a pro-rata annualized basis quarterly in advance based on the value of your account on the last day of the previous quarter.”
- “Unless otherwise noted in writing, our firm bills on cash.”
How W Advisors LLC’s fees compare
- Its hourly rate of $350 is above the Tennessee median of $275. 73% of the 111 other Tennessee planners that publish an hourly rate charge less.
- 3 of the 4 other planners in Germantown that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$10,000 spans the Tennessee median of $3,000. 73% of the 89 other Tennessee planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Germantown that publish a flat or project fee charge less.
About W Advisors LLC
“Our Comprehensive Portfolio Management service encompasses asset management as well as providing financial planning/financial consulting to clients.”
- Principal: Robert Wade
- Firm size: 3 employees.
- Registered as an adviser: 2014 (12 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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
- Clients
- 95
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $244,889,761
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 168452
- Phone
- (901) 410-8040
Can advise clients in 5 states: Florida, Louisiana, Mississippi, Tennessee, Texas
Other planners in Germantown that publish fees
- FCG Investment CompanyGermantown$100-$250/hr
- Forward Financial PlanningGermantown$250/hr, $8,000-$10,000/yr
- Studdard Financial, LLCGermantown$500-$5,000
- TCMGermantown$500/hr
- The Stewardship SolutionGermantown$150-$200/hr, $500-$3,000
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.