American Executive Advisors, LLC fees and pricing

Financial planner in Alexandria, Virginia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 27, 2026, American Executive Advisors, LLC charges $250 an hour and a flat or project fee of $500⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“We also offer financial planning services at an hourly rate of $250.”
Flat or project fee
$500⁠-⁠$10,000
“The fixed fee ranges between $500 to $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How American Executive Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “The fee and collection schedule are negotiable.”
  • “The fee is negotiable based upon the type of planning selected and the amount of research to be conducted.”
  • “At the final meeting we will present you with an invoice for the total fee and collect it.”

How American Executive Advisors, LLC’s fees compare

  • Its hourly rate of $250 is below the Virginia median of $260. 30% of the 203 other Virginia planners that publish an hourly rate charge less.
  • 4 of the 9 other planners in Alexandria that publish an hourly rate charge less.
  • Its flat or project fee of $500-$10,000 spans the Virginia median of $4,250. 57% of the 168 other Virginia planners that publish a flat or project fee charge less.
  • 9 of the 14 other planners in Alexandria that publish a flat or project fee charge less.

About American Executive Advisors, LLC

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

  • Tax planning
  • 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% a year
Clients
39
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$8,550,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
306477
Website
aeadvisors.io (opens in new tab)
Phone
(202) 769-1202

Other planners in Alexandria that publish fees

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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.