Firm
The Pacific Financial Group
Nashville, Tennessee
Fee-only
The Pacific Financial Group at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 15 advisors are listed here.
- Its Form ADV reports 62 employees and 16,818 individual clients, 304 of them high net worth.
- Its average account is about $301,000 (assets it manages divided by its 16,832 accounts).
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Nashville, Tennessee |
|---|---|
| Website | tpfg.com |
| Phone | (425) 451-7722 |
The Pacific Financial Group fees
The Pacific Financial Group 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 |
|---|---|
| Assets managed | $5.1 billion |
| Individual clients | 16,514 |
| High-net-worth clients | 304 |
| Accounts managed | 16,832 |
| Employees | 62 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-18151) |
| Financial planning | Offered |
| Form ADV filed | May 15, 2026 |
| SEC record | CRD 105203 |