8TH Street Investments, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“On an hourly basis calculated on a charge ranging from $250 to $500 per hour.”

Flat or project fee

$2,000⁠-⁠$7,000

“As a fixed fee, typically ranging from $2,000 to $7,000, depending on the nature and complexity of each client's circumstances. 2.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How 8TH Street Investments, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Negotiable 8th Street retains the right to modify fees in its sole and absolute discretion, on a client-byclient basis.”
• “Fees do not include the services of any professionals engaged by a client will be billed directly by such professional(s).”
• “Because fees are charged in arrears, the client will not be due a refund.”

How 8TH Street Investments, LLC’s fees compare

• Its hourly rate of $250-$500 spans the Virginia median of $260. 79% of the 203 other Virginia planners that publish an hourly rate charge less.
• 8 of the 9 other planners in Alexandria that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$7,000 spans the Virginia median of $4,250. 51% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 8 of the 14 other planners in Alexandria that publish a flat or project fee charge less.

About 8TH Street Investments, LLC

• Firm size: 3 employees.
• Founded: 2008 (18 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

58

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$166,893,863

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

148727

Website

8thstreetllc.com (opens in new tab)

Phone

(703) 519-0962

Can advise clients in 3 states: District of Columbia, South Carolina, Virginia

Other planners in Alexandria that publish fees

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• D'agaro Financial Advisory LLCAlexandria$225/hr, $1,500⁠-⁠$2,250
• Fischer Wealth Advisors, LLCAlexandria$150/hr, $800
• FNJ 3, LLCAlexandria$350/hr

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