WMG Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$1,000/hr

“The negotiated hourly rate for creating client financial plans is between $100 and $1,000 per hour.”

Flat or project fee

$1,500⁠-⁠$10,000

“WMG bills based on the balance on the first day of the billing period Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $1,500 and $10,000.”

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

How WMG Financial Advisors, LLC bills

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

• “Clients may terminate the agreement without penalty for a full refund of WMG’s fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of WMG’s fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of WMG’s fees, within five business days of signing the Financial Planning Agreement.”

How WMG Financial Advisors, LLC’s fees compare

• Its hourly rate of $100-$1,000 spans the Tennessee median of $275. 98% of the 111 other Tennessee planners that publish an hourly rate charge less.
• 12 of the 12 other planners in Knoxville 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.
• 6 of the 7 other planners in Knoxville that publish a flat or project fee charge less.

About WMG Financial Advisors, LLC

• Firm size: 18 employees.
• Founded: 2004 (22 years).

Planning areas mentioned in the brochure

• Retirement planning

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

2% a year

Clients

1,589

Employees

18

Works with

Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services

Assets managed

$693,797,657

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

285824

Website

markashfordadvisor.com (opens in new tab)

Phone

(865) 290-4000

Can advise clients in 9 states: Alabama, Florida, Georgia, Kentucky, Louisiana, Mississippi, North Carolina, Tennessee, Texas

Other planners in Knoxville that publish fees

• CogentblueKnoxville$10,000⁠-⁠$20,000/yr
• Cosey Financial Services, Inc.Knoxville$400/hr, $5,000
• Insight Strategic Wealth LLCKnoxville$275/hr
• Kinetic WealthKnoxville$300/hr
• Knox Wealth Partners AdvisoryKnoxville$100⁠-⁠$350/hr, $250⁠-⁠$10,000
• Marsh Wealth Management, LLCKnoxville$450⁠-⁠$4,000, $125/mo

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