Wheatfield Wealth Management, LLC fees and pricing
Financial planner in Nashville, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 5, 2026, Wheatfield Wealth Management, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Standard hourly plan review is $250 per hour in 15-minute increments, with an estimated range where feasible, an agreed cap for larger or unpredictable work, and client approval before exceeding a cap or materially expanding scope.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wheatfield Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Ongoing quarterly advice-only service has a standard fee of $750 per calendar quarter, billed in arrears.”
- “Wheatfield Wealth Management, LLC 5 Managed-AUM billing We bill in arrears after each calendar quarter.”
- “Other service billing and termination Advice-only fees are billed quarterly in arrears for the agreed ongoing engagement.”
How Wheatfield Wealth Management, LLC’s fees compare
- Its hourly rate of $250 is below the Tennessee median of $275. 33% of the 111 other Tennessee planners that publish an hourly rate charge less.
- 3 of the 11 other planners in Nashville that publish an hourly rate charge less.
About Wheatfield Wealth Management, LLC
- Principal: Maxim Turchan
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- College planning
- Insurance analysis
- Cash flow and budgeting
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
- 1.25% a year
- Minimum
- No minimum stated in brochure
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 343810
- Phone
- (615) 249-8892
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.