Acts Financial Advisors fees and pricing
Financial planner in Mclean, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 5, 2026, Acts Financial Advisors charges $450 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450/hr
“One-Time Financial Planning engagements can be offered at an hourly rate of $450 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Acts Financial Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The total fee, which may be negotiable in certain cases, will be estimated and outlined in the client contract.”
- “Thereafter, monthly bills will be provided, with the final balance due at completion.”
- “The total fee, which may be negotiable in certain cases, will be estimated and outlined in the client contract and based on scope and complexity.”
How Acts Financial Advisors’ fees compare
- Its hourly rate of $450 is above the Virginia median of $260. 90% of the 203 other Virginia planners that publish an hourly rate charge less.
- 10 of the 10 other planners in Mclean that publish an hourly rate charge less.
About Acts Financial Advisors
- Firm size: 2 employees.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- 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
- 1% a year
- Minimum
- $10,800 minimum fee (stated in brochure)
- Clients
- 23
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
- Assets managed
- $126,541,551
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 325930
- Phone
- (571) 749-5522
Other planners in Mclean that publish fees
- Activ8 Family Office LLCMclean$400/hr, $2,500-$100,000
- 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.