Firm
EFinancial Alliance
Franklin, Tennessee
Fee-only
EFinancial Alliance at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 5 employees and 208 individual clients, 85 of them high net worth.
- Its average account is about $334,000 (assets it manages divided by its 873 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Franklin, Tennessee |
|---|---|
| Website | efinancialalliance.com |
| [email protected] | |
| Phone | (615) 567-5867 |
EFinancial Alliance 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.
| One-time plan | From $2,000 |
|---|---|
| How it charges | One-time plans or projects · Percentage of assets |
In the firm's words
"the cost generally ranges between $2,000 and $2,500." source
"For clients who only need a financial plan, the cost generally ranges between $2,000 and $2,500." source
"It is complementary for our asset management clients who have over $250,000 invested." 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 | $292 million |
| Individual clients | 123 |
| High-net-worth clients | 85 |
| Accounts managed | 873 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-127547) |
| Financial planning | Offered |
| Form ADV filed | April 16, 2026 |
| SEC record | CRD 161352 |