Ad Deum Funds, LLC fees and pricing
Financial planner in South Riding, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 2, 2026, Ad Deum Funds, LLC charges $125-$300 an hour, a flat or project fee of $2,000-$2,500, a monthly fee of $50, and an annual fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $125-$300/hr
“Such services would be offered at a rate of $125-$300 per hour depending on the complexity of the client organization or strategy.”
- Flat or project fee
- $2,000-$2,500
“Depending on client’s needs and asset profile we can provide an allencompassing financial plan for a flat fee of $2,000-$2,500 for an individual or family; or $2,500-$5,000 for a small business.”
- Monthly fee
- $50/mo
“The subscription cost for premium content is $50 per month or $500 per year.”
- Annual fee
- $500/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ad Deum Funds, LLC’s fees compare
- Its hourly rate of $125-$300 spans the Virginia median of $260. 25% of the 203 other Virginia planners that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$2,500 is below the Virginia median of $4,250. 24% of the 168 other Virginia planners that publish a flat or project fee charge less.
- Its annual fee of $500 is below the Virginia median of $6,350. None of the 55 other Virginia planners that publish an annual fee charge less.
About Ad Deum Funds, LLC
- Principal: Daniel DeLorenzo
- Firm size: 2 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Equity compensation
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 13
- Employees
- 2
- Works with
- Individuals and pooled investment vehicles
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, newsletters and publications, and other services
- Assets managed
- $1,244,732
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 293323
- Phone
- (515) 523-3386
Other planners in South Riding that publish fees
- Bour GroupSouth Riding$300/hr, $900
- 8TH Street Investments, LLCAlexandria$250-$500/hr, $2,000-$7,000
- Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
- Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr
- Acorn Financial Advisory Services, Inc.Reston$175-$1,295/hr, $3,750
- Activ8 Family Office LLCMclean$400/hr, $2,500-$100,000
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.