Firm
Afton Advisors, LLC
Nashville, Tennessee
Fee-only
Afton Advisors, LLC at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 177 individual clients, 40 of them high net worth.
- Its average account is about $325,000 (assets it manages divided by its 336 accounts).
- Its ongoing planning fee starts at $8,000 a year, above the Tennessee median of $4,200.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Nashville, Tennessee |
|---|---|
| Website | aftonadvisors.com |
| [email protected] | |
| Phone | (615) 482-1599 |
Afton Advisors, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $8,000 a year |
|---|---|
| One-time plan | From $3,000 |
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$2,000 / per quarter fee for ongoing planning and investment management REGARDLESS of your account size" source
"$3,000 - One-time, comprehensive plan building engagement" source
"no minimum assets required" source
"$2,000 / per quarter fee for ongoing planning and investment management REGARDLESS of your account size" 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 · Fixed fees |
|---|---|
| Assets managed | $109 million |
| Individual clients | 137 |
| High-net-worth clients | 40 |
| Accounts managed | 336 |
| Employees | 2 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-135419) |
| Financial planning | Offered |
| Form ADV filed | January 27, 2026 |
| SEC record | CRD 300884 |