Flat fee financial advisors in District of Columbia
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in District of Columbia is $4,750, from 10 firms that filed as flat fee financial advisors and list a price. The middle half charge $2,000-$5,000. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $4,750 | $2,000-$5,000 | 10 firms |
Flat fee financial advisors in District of Columbia and their published fees
10 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Capital Investment AdvisorsWashington D.c. | $350-$500/hr | $500 | Not published |
| Holistic PlannersWashington | $250/hr | $500-$25,000 | Not published |
| IllumintWashington | $550/hr | $1,499 | Not published |
| Financial Advisor for You, LLCWashingtonNo AUM fee | $275/hr | $1,500-$2,500 | Not published |
| Mount Ararat Financial Services LLCWashingtonNo AUM fee | $295/hr | $1,795-$2,995 | $1,795-$2,995/qtr |
| Valor Wealth PartnersWashington | $450/hr | $2,500-$7,000 | $50/mo |
| Bryspen, IncorporatedWashington | $375-$575/hr | $3,750-$5,750 | Not published |
| Mabery Consulting, LLCWashington | $250/hr | $4,500-$5,500 | Not published |
| Burkholder & Associates, LLCWashington | $150-$400/hr | $5,000-$50,000 | Not published |
| Katz-Moses Financial LLCWashington | $300/hr | Up to $10,000 | Up to $1,667/mo |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (8)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Steward Inc., Washington
- Tyndale Investments, LLC, Washington
- Advocate Wealth, LLC, Washington
- Blu Capital, Washington
- Capital Area Planning Group, Washington
- Lynx Investment Advisory, LLC, Washington
- Moneybylisa LLC, Washington
- The Money Mission Limited Liability Company, Washington