Firm
AdventEdge Financial
Apison, Tennessee
Fee-only
Facts
| Based in | Apison, Tennessee |
|---|---|
| Website | adventedgefinancial.com |
| Phone | (909) 910-8888 |
AdventEdge Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,400 a year |
|---|---|
| One-time plan | From $1,500 |
| Hourly | $200 an hour |
| How it charges | One-time plans or projects · Ongoing planning fee · Hourly |
In the firm's words
"Starts at $200 (singles) and $300 (couples)" source
"Starts at $1,500 (singles) and $2,250 (couples)" source
"Hourly Fee $200" source
"Starts at $1,500 (singles) and $2,250 (couples)" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 7 |
| Financial planning | Offered |
| Form ADV filed | January 14, 2026 |
| SEC record | CRD 314899 |