Firm
Values First Advisors
Johnson City, Tennessee
Fee-only
Values First Advisors at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 7 advisors are listed here; 3 of 7 hold the CFP.
- Its Form ADV reports 12 employees and 967 individual clients, 73 of them high net worth.
- Its average account is about $148,000 (assets it manages divided by its 1,455 accounts).
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Johnson City, Tennessee |
|---|---|
| Website | valuesfirstadvisors.com |
| Phone | (877) 832-3847 |
Values First Advisors fees
Values First Advisors 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 · Fixed fees |
|---|---|
| Assets managed | $215 million |
| Individual clients | 894 |
| High-net-worth clients | 73 |
| Accounts managed | 1,455 |
| Employees | 12 |
| Planning clients | 0 |
| Registered with | The SEC (801-70391) |
| Financial planning | Offered |
| Form ADV filed | July 23, 2026 |
| SEC record | CRD 148532 |