Firm
Tennessee Valley Investment Management
Huntsville, Alabama
Fee-only
Tennessee Valley Investment Management at a glance
- One of 65 fee-only firms based in Alabama in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 34 individual clients.
- Its average account is about $303,000 (assets it manages divided by its 36 accounts).
Fee-only advisors in Alabama · What fee-only advisors charge in Alabama
Facts
| Based in | Huntsville, Alabama |
|---|---|
| Website | tviminc.com |
| Phone | (256) 424-3971 |
Tennessee Valley Investment Management fees
Tennessee Valley Investment 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 · Hourly |
|---|---|
| Assets managed | $11 million |
| Individual clients | 34 |
| Accounts managed | 36 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 305228 |