Firm
Witt Financial Group
Crossville, Tennessee
Fee-only
Witt Financial Group at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 6 employees and 314 individual clients, 86 of them high net worth.
- Its average account is about $235,000 (assets it manages divided by its 684 accounts).
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Crossville, Tennessee |
|---|---|
| Website | wittfinancialgroup.com |
| Phone | (931) 484-4911 |
Witt Financial Group fees
Witt 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $160 million |
| Individual clients | 228 |
| High-net-worth clients | 86 |
| Accounts managed | 684 |
| Employees | 6 |
| Planning clients | 0 |
| Registered with | The SEC (801-134720) |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 156462 |