Firm
Boulevard Money
Nashville, Tennessee
Fee-only
Boulevard Money at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 24 individual clients, 2 of them high net worth.
- Its average account is about $251,000 (assets it manages divided by its 41 accounts).
- Its ongoing planning fee starts at $1,200 a year, below the Tennessee median of $4,200.
- Its website says it's taking new clients.
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Nashville, Tennessee |
|---|---|
| Website | boulevardmoney.com |
| Phone | (615) 618-1234 |
Boulevard Money 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 $1,200 a year |
|---|---|
| Asset-based fee | 1.25% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee |
In the firm's words
"Fees begin at 1.25% annually of total assets, and go down." source
"Starting as low as $100/month." source
"Fees begin at 1.25% annually of total assets, and go down." source
"we are pleased to offer full-service financial planning for a flat fee, paid either upfront or on a recurring basis" 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 |
|---|---|
| Assets managed | $10 million |
| Individual clients | 22 |
| High-net-worth clients | 2 |
| Accounts managed | 41 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | July 9, 2026 |
| SEC record | CRD 316466 |