Amj Financial Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“If a client terminates the Agreement, the fee refunded will be the balance of the fees collected in advance minus the hourly rate of $250 - $500 times the number of hours of work that has been completed up to and including the day of termination.”

Flat or project fee

$1,000⁠-⁠$10,000

“Depending upon the complexity of the situation and the needs of the client, the fee range for creating client financial plans is $1,000 to $10,000.”

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

How Amj Financial Wealth Management LLC bills

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

• “The fees for advisory services are based on an annual percentage of assets under management and are applied to the account asset value billed monthly in advance.”
• “If termination occurs, advisory fees that are collected in advance will be refunded based on the prorated amount of work completed up to the day of termination within the month terminated.”
• “The fees are negotiable and the final fee schedule will be attached as Exhibit A of the Financial Planning Agreement.”

How Amj Financial Wealth Management LLC’s fees compare

• Its hourly rate of $250-$500 spans the Virginia median of $260. 79% of the 203 other Virginia planners that publish an hourly rate charge less.
• 3 of the 3 other planners in Leesburg that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Virginia median of $4,250. 63% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Leesburg that publish a flat or project fee charge less.

About Amj Financial Wealth Management LLC

• Firm size: 17 employees.
• Registered as an adviser: 2018 (8 years).

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

Minimum

$4,000 minimum fee (stated in brochure)

Clients

470

Employees

17

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$481,821,476

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

162878

Website

linkedin.com/company/amj-financial_2 (opens in new tab)

Phone

(703) 466-0477

Can advise clients in 11 states: California, Florida, Maryland, North Carolina, New Hampshire, New York, Pennsylvania, South Carolina, Texas, Virginia, West Virginia

Other planners in Leesburg that publish fees

• Berg Faircloth Investment AdvisorsLeesburg$150⁠-⁠$250/hr
• Brass CapitalLeesburgUp to $4,000
• Ko FinancialLeesburg$300/hr, $1,200⁠-⁠$2,000
• Noorvest LLCLeesburg$2,500⁠-⁠$7,500
• Steigerwald, Gordon & Koch - Wealth AdvisorsLeesburg$75⁠-⁠$300/hr

Compare all 8 planners in Leesburg