Firm
LeConte Wealth
Maryville, Tennessee
Fee-only
LeConte Wealth at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 7 advisors are listed here.
- Its Form ADV reports 11 employees and 332 individual clients, 78 of them high net worth.
- Its average account is about $397,000 (assets it manages divided by its 874 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Maryville, Tennessee |
|---|---|
| Website | lecontewealth.com |
| Phone | (865) 379-8200 |
LeConte 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 | 1.5% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"First $500,000 1.50% 1.50%" source
"all with one comprehensive, asset-based fee." 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 | $347 million |
| Individual clients | 254 |
| High-net-worth clients | 78 |
| Accounts managed | 874 |
| Employees | 11 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-78438) |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 168539 |