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Frequently Asked Questions
Every family’s financial situation is unique, but many of the questions we hear are similar. To make it easier to understand how Norvell PLLC works and what to expect, we put together a series of short videos answering some of the most common questions from families and business owners.
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These conversations cover topics like fractional CFO services, how we work alongside your existing advisors, our fee structure, and how we help bring clarity to complex financial decisions. Our goal is to give you a straightforward look at our approach and help you determine whether Norvell PLLC could be a good fit for your family.
Why did you start Norvell PLLC?
Across the industry, it’s common for firms to optimize for growth, outside capital, or maximizing revenue per client. Norvell PLLC was built with a different focus: long-term relationships, clear and independent advice, and financial decisions aligned with your family’s goals.
What is a Fractional CFO?
Many families and business owners need high-level financial guidance without the commitment of a full-time CFO. That’s where a fractional CFO comes in.
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A fractional CFO provides expert support on cash flow management, tax planning, investment oversight, and long-term financial strategy on a flexible, as-needed basis. It’s the same level of expertise you’d expect from a full-time CFO, tailored to your unique situation and goals.
Who do you typically work with?
I primarily work with high-net-worth families, family offices, and business owners who face complex financial decisions. Many of my clients are navigating estate planning, business succession, or managing investments across multiple platforms and institutions.
What services do you provide?
Our services span strategic financial planning, investment oversight, estate and tax planning, and guiding family businesses through growth or succession. Sometimes that means building a long-term strategy. Other times, it’s stepping in to support a specific project.​
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How is Norvell PLLC different from other advisors?
With a dual background as both an attorney and a CPA, I help families navigate the legal, tax, and financial complexities of managing generational wealth. By intentionally keeping my client list small, I’m able to provide truly personal, customized guidance tailored to each family’s unique goals and circumstances. No one-size-fits-all plans, just thoughtful, fiduciary-first advice.
Do you only work with families in Tennessee?
While I’m based in Nashville, I work with families and business owners across the region and beyond. Many clients come through referrals, so geography is never a barrier to building strong, effective partnerships.​
How do families usually start working with you?
It often starts with a conversation. We take time to understand your family’s goals, current challenges, and where you need support most. From there, we create a plan that fits your situation.
Do you charge fees based off
assets under management (AUM)?
We do not charge fees based on assets under management. Instead, our work is focused on advisory services billed on a flat-fee or hourly basis.
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This structure keeps our advice objective and independent, with no financial incentive tied to the size of your investment accounts. Our role is to provide clear, strategic financial guidance… not traditional AUM-based investment management. Most families already work with trusted RIAs or trust companies, and we value collaborating closely with those partners.
Can you do my taxes?
I’m a partner in @Price Consulting, a boutique tax firm in Green Hills that has served families and business owners for more than 30 years. Families today are looking for a local CPA firm that values in-person relationships, offers proactive guidance, and keeps all work in-house, no overseas outsourcing.
Do you provide expert witness services in litigation?
In addition to advisory work, I serve as an expert witness in complex litigation, primarily involving closely held businesses. My work includes forensic accounting, financial analysis, and damages assessments where a clear, objective financial perspective is critical.
Can you draft an estate plan for my family?
While I’m a licensed attorney in Tennessee, I don’t draft documents for families. Instead, I serve as a quarterback—helping coordinate goals and ensure all moving pieces are aligned.
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That often means working closely with a family’s existing advisors, attorneys, and CPAs so everyone is on the same page. And if you need help finding the right drafting attorney, I’m always happy to make a trusted referral.