Firm
Family Tree Wealth Advisors
Mt Juliet, Tennessee
Fee-only
Family Tree Wealth Advisors 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.
- Its average account is about $196,000 (assets it manages divided by its 63 accounts).
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Mt Juliet, Tennessee |
|---|---|
| Phone | (615) 553-2704 |
Family Tree Wealth Advisors fees
Family Tree Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $12 million |
| Individual clients | 24 |
| Accounts managed | 63 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-72567) |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 157777 |