Advisors Financial, Inc. fees and pricing
Financial planner in Mclean, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 30, 2026, Advisors Financial, Inc. charges $250-$500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$500/hr
“AFI Clients governed by our Financial Planning Agreement are billed on an hourly basis at a rate ranging from $250 - $500 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Advisors Financial, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If the termination is in the middle of a billing period, AFI will reimburse the Client the pro-rata portion of unearned fees.”
- “The fees are payable in two installments over the term of the annual contract.”
- “Fees for the Financial Planning Agreement are payable in two or four installments depending on the value, half of which is due at the time of signing the agreement and the other half upon delivery of the financial plan document.”
How Advisors Financial, Inc.’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 10 other planners in Mclean that publish an hourly rate charge less.
About Advisors Financial, Inc.
- Firm size: 7 employees.
- Credentials named in the brochure: CFP®.
- Founded: 1985 (41 years).
Planning areas mentioned in the brochure
- Estate planning
- Insurance analysis
- 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
- 1.5% a year
- Clients
- 220
- Employees
- 7
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $321,172,446
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 144837
- Phone
- (703) 883-0300
Can advise clients in 7 states: California, District of Columbia, Florida, Louisiana, Maryland, Texas, Virginia
Other planners in Mclean that publish fees
- Activ8 Family Office LLCMclean$400/hr, $2,500-$100,000
- Acts Financial AdvisorsMclean$450/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.