Aloft Financial fees and pricing
Financial planner in Doswell, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Aloft Financial charges $400 an hour and a flat or project fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Servicers are provided at an hourly fee not to exceed $400 per hour plus any costs paid to leverage services provided by LPL.”
- Flat or project fee
- $3,000
“Comprehensive Plan - $3,000;”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Aloft Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advanced Plan – $2,800 The Financial Planning Fee is collected in arrears upon the delivery of the Client’s Financial Plan.”
- “Upon delivery of the Financial Plan, Advisor will provide an invoice detailing the time spent on the Financial Plan by staff of the Advisor, as well as any costs paid to LPL for services provided by LPL.”
- “The invoice will be subject to the fee limits disclosed above.”
How Aloft Financial’s fees compare
- Its hourly rate of $400 is above the Virginia median of $260. 83% of the 203 other Virginia planners that publish an hourly rate charge less.
- Its flat or project fee of $3,000 is below the Virginia median of $4,250. 37% of the 168 other Virginia planners that publish a flat or project fee charge less.
About Aloft Financial
“Wealth Management Services Aloft Financial offers Wealth Management Services, which we define to be a combination of Financial Planning plus Investment Management Services. Aloft Financial provides Financial Planning services tailored to the needs and requests of our clients.”
- Firm size: 2 employees.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2024 (2 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
- 1.15% a year
- Clients
- 31
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $11,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332450
- Phone
- (425) 260-4558
Can advise clients in 2 states: Virginia, Washington
Other planners in Virginia that publish fees
- 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
- Acts Financial AdvisorsMclean$450/hr
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.