Alna Wealth Management fees and pricing
Financial planner in Fredericksburg, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 15, 2026, Alna Wealth Management charges a flat or project fee of $3,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000-$5,000
“ALNA Wealth Management offers financial planning services for a fixed engagement fee ranging from $3,000 to $5,000 per engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Alna Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be billed monthly or quarterly (“Billing Period”) in advance or arrears pursuant to the terms of the retirement plan advisory agreement.”
How Alna Wealth Management’s fees compare
- Its flat or project fee of $3,000-$5,000 spans the Virginia median of $4,250. 48% of the 168 other Virginia planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Fredericksburg that publish a flat or project fee charge less.
About Alna Wealth Management
“Wealth Management offers investment advisory services to individuals, high net worth individuals, businesses, and retirement plans (each referred to as a “Client”). Investment Management Services ALNA Wealth Management provides customized investment advisory solutions for its Clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and EA.
- Founded: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $5,000 minimum fee (stated in brochure)
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340941
- Phone
- (540) 642-1204
Other planners in Fredericksburg that publish fees
- Formynder Wealth Management, LLCFredericksburg$200-$500/hr, $2,400-$10,000
- Petra Wealth ManagementFredericksburg$250/hr
- The Retirement Smith LLCFredericksburg$200/hr, $1,400-$2,100
- 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
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.