Activ8 Family Office LLC fees and pricing
Financial planner in Mclean, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 3, 2026, Activ8 Family Office LLC charges $400 an hour and a flat or project fee of $2,500-$100,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“The maximum hourly fee to be charged will not exceed $400.”
- Flat or project fee
- $2,500-$100,000
“Flat fees range from $2,500 to $100,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Activ8 Family Office LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Client vendor invoices or bills will be forwarded to our firm, and we will direct timely payments on the Client’s behalf.”
- “Our firm bills on cash unless indicated otherwise in writing.”
- “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
How Activ8 Family Office 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.
- 9 of the 10 other planners in Mclean that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$100,000 spans the Virginia median of $4,250. 99% of the 168 other Virginia planners that publish a flat or project fee charge less.
- 6 of the 6 other planners in Mclean that publish a flat or project fee charge less.
About Activ8 Family Office LLC
- Firm size: 25 employees.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
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
- Clients
- 299
- Employees
- 25
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $1,542,366,700
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 337753
- Phone
- (978) 870-0255
Can advise clients in 17 states: Arizona, California, Colorado, Florida, Illinois, Louisiana, Michigan, North Carolina, New Hampshire, Nevada, New York, Ohio, Pennsylvania, Tennessee, Texas, Virginia, Washington
Other planners in Mclean that publish fees
- Acts Financial AdvisorsMclean$450/hr
- Advisors Financial, Inc.Mclean$250-$500/hr
- Alpha Financial Advisors, LLCMclean$250/hr
- Argo Wealth Advisory, LLCMclean$500-$50,000
- B&l Wealth Group, LLCMclean$250/hr, $2,000-$10,000
- Bluesail Advisors LLCMclean$1,500-$6,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.