Firm
W Advisors
Germantown, Tennessee
Fee-only
W Advisors at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 3 employees and 95 individual clients, 27 of them high net worth.
- Its average account is about $490,000 (assets it manages divided by its 500 accounts).
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Germantown, Tennessee |
|---|---|
| Website | wadvisorsllc.com |
| Phone | (901) 410-8040 |
W Advisors fees
W 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 | $245 million |
| Individual clients | 68 |
| High-net-worth clients | 27 |
| Accounts managed | 500 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-78543) |
| Financial planning | Offered |
| Form ADV filed | September 14, 2026 |
| SEC record | CRD 168452 |