Firm
Joel Busboom Financial
Franklin, Tennessee
Fee-only
Joel Busboom Financial 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 12 individual clients, 2 of them high net worth.
- Its average account is about $246,000 (assets it manages divided by its 48 accounts).
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Franklin, Tennessee |
|---|---|
| Website | joelbusboomfinancial.com |
| Phone | (262) 909-4636 |
Joel Busboom Financial 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 | 1.2% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"My starting rate is 1.2% of Assets Under Management." source
"My starting rate is 1.2% of Assets Under Management." 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 | $12 million |
| Individual clients | 10 |
| High-net-worth clients | 2 |
| Accounts managed | 48 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 17, 2026 |
| SEC record | CRD 314481 |