S
Stinson Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$27,946,428
Clients
7
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
Very LowAverage account size
$3,992,347
About
Stinson Financial Planning provides financial planning and investment advisory and portfolio management services to individuals and families who are in a financial position to afford the firm’s typical annual fees. The firm provides regular in‑person updates, uses Schwab Advisor Services for custody and execution, and gives clients continuous account access via the Schwab/AdvisorClient portal.
The firm’s investment approach emphasizes appropriate asset allocation and typically implements portfolios using mutual funds, monitoring each holding against its benchmark and making adjustments as needed. Fees are negotiated with each client and billed semiannually in arrears rather than charged as a percentage of assets; the firm generally exercises discretionary trading authority but will agree to non‑discretionary relationships on request.
The brochure discloses a prior regulatory examination that identified compliance deficiencies (expired client agreements, fee and brochure delivery issues, and improper handling of account access) that were remediated through new agreements, returned fees and a consent order with a $5,000 civil penalty. The advisor also devotes substantial time to other business activities, including management of investment real estate and bookkeeping, and the combination of a negotiated‑fee model and a focused client base distinguishes its operating profile from many peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Real estate investing
Fee options
Hourly charges are available, specific rates not stated.
Fee-only: Generally between $3,000 and $5,000 annually, negotiated with each client, paid every six months in arrears.
Main office location
Stinson Financial Planning
Nashville TN, United States
Number of offices
1
Most active in
Stinson Financial Planning has reported serving >5 clients in these states in the last 12 months.
Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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