Firm
Woodmont Investment Counsel
Nashville, Tennessee
Fee-only
Facts
| Based in | Nashville, Tennessee |
|---|---|
| Website | woodmontcounsel.com |
| [email protected] | |
| Phone | (615) 297-6144 |
Woodmont Investment Counsel fees
Woodmont Investment Counsel 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 | $2.0 billion |
| Individual clients | 102 |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 109779 |