Nashville Financial Planning 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 12 individual clients, 2 of them high net worth.
- Its average account is about $191,000 (assets it manages divided by its 52 accounts).
- Its ongoing planning fee starts at $3,000 a year, below the Tennessee median of $4,200.
- Its website says it's taking new clients.
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Franklin, Tennessee |
|---|---|
| Website | nashvillefp.com |
| [email protected] | |
| Phone | (419) 277-5544 |
Questions about Nashville Financial Planning
How much does Nashville Financial Planning charge?
Nashville Financial Planning publishes these prices: ongoing planning: from $3,000 a year; one-time plan: from $2,000. We found this on its website, checked October 28, 2026.
How is Nashville Financial Planning paid?
Nashville Financial Planning's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Nashville Financial Planning have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Nashville Financial Planning.
What is the average account at Nashville Financial Planning?
Nashville Financial Planning's average account is about $191,000. That's the assets on its Form ADV divided by its 52 accounts.
What does Nashville Financial Planning specialize in?
Nashville Financial Planning's advisors and website list retirement planning, estate & legacy planning, tax planning and small business owners.
Is Nashville Financial Planning accepting new clients?
Yes, according to Nashville Financial Planning's website, checked October 28, 2026.
Nashville Financial Planning 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 $3,000 a year |
|---|---|
| One-time plan | From $2,000 |
| How it charges | One-time plans or projects · Ongoing planning fee |
In the firm's words
"$2,000 minimum" source
"$250-$500" source
"$250-$500" source
"The monthly fee works as an ongoing retainer" 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 | $10 million |
| Individual clients | 10 |
| High-net-worth clients | 2 |
| Accounts managed | 52 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 12, 2026 |
| SEC record | CRD 328315 |