Alexis Advisors fees and pricing
Financial planner in Richmond, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 11, 2026, Alexis Advisors charges $150-$350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$350/hr
“Workshops & Education Sessions Alexis Advisors, LLC may charge $150 - $350 per hour for educational presentations, workshops or programs.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Alexis Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are invoiced quarterly in arrears based on the rate outlined in the Advisory Agreement.”
- “Investment Advisory Services are paid quarterly in arrears pursuant to the terms of the Advisory Agreement.”
- “Rates may be negotiable depending on the nature and complexity of each Client’s circumstances and based on the Client’s ability to pay.”
How Alexis Advisors’ fees compare
- Its hourly rate of $150-$350 spans the Virginia median of $260. 30% of the 203 other Virginia planners that publish an hourly rate charge less.
- 3 of the 15 other planners in Richmond that publish an hourly rate charge less.
About Alexis Advisors
- Firm size: 2 employees.
- Registered as an adviser: 2013 (13 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $500,000 in assets (stated in brochure)
- Clients
- 89
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $66,248,719
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 167075
- Phone
- (804) 625-3290
Can advise clients in 2 states: Pennsylvania, Virginia
Other planners in Richmond that publish fees
- Ark Financial Strategies LLCRichmond$2,000-$10,000
- Beale Healy Investment Advisors IncRichmond$100-$225/hr
- Bonwell Capital Management, LLCRichmond$250/hr, $250-$50,000
- Covenant Wealth AdvisorsRichmond$300/hr, $2,000-$30,000
- EvoadvisorsRichmond$10,000/yr
- Firstfruits Wealth ManagementRichmond$500-$5,000
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.