Firm
Rutterer Planning, LLC
Nashville, Tennessee
Fee-only
Rutterer Planning, LLC 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, 9 of them high net worth.
- Its average account is about $309,000 (assets it manages divided by its 51 accounts).
- Its ongoing planning fee starts at $4,200 a year, in line with the Tennessee median of $4,200.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Nashville, Tennessee |
|---|---|
| Website | ruttererplanning.com |
| [email protected] | |
| Phone | (615) 488-5500 |
Rutterer Planning, LLC 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 $4,200 a year |
|---|---|
| One-time plan | From $1,000 |
| Hourly | $250 an hour |
| Asset-based fee | 0.7% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"Starting at $350/month" source
"Blended pricing starting at 0.70% of investment assets" source
"Project-based: $1,000 - $5,000 depending on complexity." source
"Hourly: $250/hour." 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 | $16 million |
| Individual clients | 3 |
| High-net-worth clients | 9 |
| Accounts managed | 51 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 316771 |