Firm
LoneTree Wealth Management
Memphis, Tennessee
Fee-only
LoneTree Wealth Management at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 4 employees and 95 individual clients, 29 of them high net worth.
- Its average account is about $130,000 (assets it manages divided by its 361 accounts).
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Memphis, Tennessee |
|---|---|
| Website | lonetreewealth.com |
| [email protected] | |
| Phone | (502) 432-7373 |
LoneTree Wealth Management fees
LoneTree Wealth Management 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 · Fixed fees |
|---|---|
| Assets managed | $47 million |
| Individual clients | 66 |
| High-net-worth clients | 29 |
| Accounts managed | 361 |
| Employees | 4 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | February 9, 2026 |
| SEC record | CRD 322711 |