Acadia Financial Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Project-Based Financial Planning Fixed Fee Project-Based Financial Planning is offered at an hourly rate of $400 per hour.”

Annual fee

$600/yr

“Refunds will occur via payment to the Client’s account associated with AdvicePay. 6 Annual fees for Tier I - Advising start at $600 annually and are paid monthly, in advance.”

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

How Acadia Financial Services, LLC bills

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

• “The Client can accept or decline the new fee schedule addendum through their AdvicePay account.”
• “The Acadia fee is negotiable in certain cases.”
• “Fees for this service may be paid by electronic funds transfer via AdvicePay.”

How Acadia Financial Services, LLC’s fees compare

• Its hourly rate of $400 is above the Virginia median of $260. 83% of the 203 other Virginia planners that publish an hourly rate charge less.
• Its annual fee of $600 is below the Virginia median of $6,350. 2% of the 55 other Virginia planners that publish an annual fee charge less.

About Acadia Financial Services, LLC

• Principal: William P. Jensen
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

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

0.35% a year

Minimum

No minimum stated in brochure

Clients

20

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and newsletters and publications

Assets managed

$6,463,984

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

309270

Website

instagram.com/acadiafinancial (opens in new tab)

Phone

(571) 444-8696

Can advise clients in 2 states: Maryland, Virginia

Other planners in Fairfax Station that publish fees

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• 8TH Street Investments, LLCAlexandria$250⁠-⁠$500/hr, $2,000⁠-⁠$7,000
• Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
• Acorn Financial Advisory Services, Inc.Reston$175⁠-⁠$1,295/hr, $3,750
• Activ8 Family Office LLCMclean$400/hr, $2,500⁠-⁠$100,000
• Acts Financial AdvisorsMclean$450/hr

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