Firm
Ithaca Wealth
Memphis, Tennessee
Fee-only
Ithaca Wealth 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 76 individual clients.
- Its average account is about $106,000 (assets it manages divided by its 198 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Memphis, Tennessee |
|---|---|
| Website | ithacawealth.com |
| Phone | (607) 882-1434 |
Ithaca Wealth 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.
| Asset-based fee | 0.85% a year on the first tier of assets |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets |
In the firm's words
"It starts at 0.85% of the assets we manage" source
"No. We have no account minimums." source
"It starts at 0.85% of the assets we manage, drops to 0.80% at your 2-year anniversary" 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 · Fixed fees |
|---|---|
| Assets managed | $21 million |
| Individual clients | 76 |
| Accounts managed | 198 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 307643 |