Firm
Aspire Private Wealth Counsel
Knoxville, Tennessee
Fee-only
Aspire Private Wealth Counsel 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 5 employees and 47 individual clients, 31 of them high net worth.
- Its average account is about $393,000 (assets it manages divided by its 201 accounts).
- 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 | Knoxville, Tennessee |
|---|---|
| Website | aspirepwc.com |
| Phone | (865) 500-8965 |
Aspire Private Wealth Counsel 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.
| One-time plan | From $2,500 |
|---|---|
| Asset-based fee | 1.25% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"Plans range from $2,500-$12,000 depending on the complexity." source
"Asset-based rate starting at 1.25% of first $2M." source
"Plans range from $2,500-$12,000 depending on the complexity." source
"Asset-based rate starting at 1.25% of first $2M." 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 | $79 million |
| Individual clients | 16 |
| High-net-worth clients | 31 |
| Accounts managed | 201 |
| Employees | 5 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-127937) |
| Financial planning | Offered |
| Form ADV filed | June 11, 2026 |
| SEC record | CRD 282582 |