Firm
Childfree Wealth
Mount Juliet, Tennessee
Fee-only
Childfree Wealth at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 10 employees and 10 individual clients, 10 of them high net worth.
- Its average account is about $370,000 (assets it manages divided by its 56 accounts).
- Its ongoing planning fee starts at $5,000 a year, above 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 | Mount Juliet, Tennessee |
|---|---|
| Website | childfreewealth.com |
| [email protected] | |
| Phone | (662) 222-1227 |
Childfree Wealth 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 $5,000 a year |
|---|---|
| One-time plan | From $250 |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$5,000/year" source
"Click here to learn more about the Childfree Wealth Checkup and book yours for $250 today." source
"No matter your net worth, you pay an annual fee for our services — so there are no surprises." source
"Quarterly meetings that follow a structured service calendar" 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $21 million |
| High-net-worth clients | 10 |
| Accounts managed | 56 |
| Employees | 10 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-126460) |
| Financial planning | Offered |
| Form ADV filed | January 13, 2026 |
| SEC record | CRD 316489 |