Alphaplus Wealth Management LLC fees and pricing
Financial planner in Vienna, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 1, 2026, Alphaplus Wealth Management LLC charges $595 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $595/hr
“In consideration for providing financial planning services and pursuant to the Financial Planning Agreement, our firm charges an hourly rate of $595.00.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Alphaplus Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable based on the amount invested with our firm and the client’s comfort.”
- “Performance-based fees are calculated and billed quarterly based on the account value as of the close of business on the last business day of each calendar quarter.”
- “AlphaPlus Wealth Management bills our fees on a quarterly basis in arrears.”
How Alphaplus Wealth Management LLC’s fees compare
- Its hourly rate of $595 is above the Virginia median of $260. 98% of the 203 other Virginia planners that publish an hourly rate charge less.
- 8 of the 8 other planners in Vienna that publish an hourly rate charge less.
About Alphaplus Wealth Management LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 89
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $23,019,787
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 316620
- Phone
- (703) 662-3206
Can advise clients in 3 states: California, Texas, Virginia
Other planners in Vienna that publish fees
- Allegiance Financial GroupVienna$300-$600/hr, $1,000-$100,000/yr
- B.g. Kaserman & Associates L.L.C.Vienna$500
- Birch Street Financial AdvisorsVienna$350-$450/hr, $1,500
- Capitol Private Wealth Group LLCVienna$350/hr, $10,000
- Discovery Wealth Planning LLCVienna$395/hr, $7,800-$9,900/yr
- Glassman Wealth Services, LLCVienna$500-$10,000
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.