Firm
Imagine Financial Security
Chattanooga, Tennessee
Fee-only
Imagine Financial Security 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 1 employee and 52 individual clients, 27 of them high net worth.
- Its average account is about $352,000 (assets it manages divided by its 160 accounts).
- Its ongoing planning fee starts at $10,000 a year, above the Tennessee median of $4,200.
- 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 | Chattanooga, Tennessee |
|---|---|
| Website | imaginefinancialsecurity.com |
| [email protected] | |
| Phone | (904) 323-2069 |
Imagine Financial Security 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 $10,000 a year |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"We have a minimum fee of $10k/year" source
"we encourage a minimum total portfolio value of $1million" source
"We have a minimum fee of $10k/year" source
"Fees are debited quarterly from the investment accounts we manage through Charles Schwab." 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 | $56 million |
| Individual clients | 25 |
| High-net-worth clients | 27 |
| Accounts managed | 160 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 311694 |