Wave Wealth Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Hourly financial planning services are offered at a rate of $400 per hour.”

Flat or project fee

$1,000

“Ongoing Comprehensive Financial Planning (without Investment Management) Fees for standalone Ongoing Financial Planning consist of a one-time upfront charge (typically $1,000+) based on complexity followed by an ongoing fee, based on complexity, that is paid monthly, in arrears.”

Monthly fee

$325/mo

“Clients without assets under management with WWP generally pay $325 per month, and the monthly fee is reduced as assets under management increase in accordance with the fee schedule.”

Quarterly fee

$3,750/qtr

“Because fees are billed quarterly in arrears, each quarterly fee would be approximately $3,750 (i.e., $15,000 annually ÷ 4), based on the account’s average daily balance during the billing period and subject to adjustments for contributions or withdrawals.”

Annual fee

$15,000/yr

From the same sentence as above.

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

How Wave Wealth Planning, LLC bills

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

• “The monthly fee is determined based on the fee schedule shown above and is paid monthly, in arrears.”
• “Therefore, the upfront portion of the fee will not be paid more than 6 months in advance.”
• “The annual asset-based fees (for assets under management) are negotiable and are prorated and paid in arrears on a quarterly basis and are based on the average daily balance over the previous quarter.”

How Wave Wealth Planning, LLC’s fees compare

• Its hourly rate of $400 is above the Tennessee median of $275. 81% of the 111 other Tennessee planners that publish an hourly rate charge less.
• 8 of the 11 other planners in Nashville that publish an hourly rate charge less.
• Its flat or project fee of $1,000 is below the Tennessee median of $3,000. 12% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 2 of the 13 other planners in Nashville that publish a flat or project fee charge less.
• Its annual fee of $15,000 is above the Tennessee median of $7,250. 69% of the 35 other Tennessee planners that publish an annual fee charge less.
• 3 of the 7 other planners in Nashville that publish an annual fee charge less.

About Wave Wealth Planning, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2020 (6 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

1.5% a year

Clients

57

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$15,903,397

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

312185

Website

wavewealthplanning.com (opens in new tab)

Phone

(615) 724-0058

Can advise clients in 2 states: California, 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

Compare all 32 planners in Nashville