Witt Financial Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The hourly fee for these services is $300.”

Flat or project fee

$495⁠-⁠$2,000

“The notice of termination requirements and payment of fees for third-party investment advisers will depend on the specific third-party adviser selected. 6 Financial Planning Fees Fixed Fees The rate for creating client financial plans is between $495 and $2000.”

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

How Witt Financial Group, LLC bills

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

• “The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency.”
• “The fee may be negotiable at WFG’s discretion, and the final fee schedule will be provided in the Financial Planning Agreement.”
• “The fee may be negotiable in WFG’s discretion and the final fee schedule will be provided in the Financial Planning Agreement.”

How Witt Financial Group, LLC’s fees compare

• Its hourly rate of $300 is above the Tennessee median of $275. 55% of the 111 other Tennessee planners that publish an hourly rate charge less.
• Its flat or project fee of $495-$2,000 is below the Tennessee median of $3,000. 20% of the 89 other Tennessee planners that publish a flat or project fee charge less.

About Witt Financial Group, LLC

• Firm size: 6 employees.
• Founded: 2011 (15 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

314

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$160,466,246

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

156462

Website

wittfinancialgroup.com (opens in new tab)

Phone

(931) 484-4911

Can advise clients in 3 states: Florida, Tennessee, Texas

Other planners in Tennessee that publish fees

• Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
• Acumen Wealth Advisors, LLCChattanooga$499/hr
• Adkins Asset Management LLCCordova$250/hr
• Adventedge Financial, LLCApison$200/hr, $500
• Aj AdvisorsNashville$300/hr, $500⁠-⁠$5,000
• Allied InvestmentsJohnson City$150/hr, Up to $2,500

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