Apforia fees
Financial planner in Virginia Beach, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 10, 2026, Apforia (Virginia Beach, VA) charges up to $500 an hour and an annual fee of up to $30,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 10, 2026. Fees can change.
- Hourly rate
- Up to $500/hr
Can go up to $500; the Virginia median is $300.
“The maximum fee for project-based financial planning is $500 per hour, and is determined by the Tenant Firm/IAR providing the service.”
- Annual fee
- Up to $30,000/yr
Can go up to $30,000; the Virginia median is $7,650.
“APFORIA has established a maximum annual fee for comprehensive financial planning at $30,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 19 employees
- Registered since
- 2023 (3 years)
How Apforia bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are not negotiable, but each Tenant Firm/IAR reserves the right to discount their posted fees on a case-by-case basis.”
- “Fees are not negotiable, but each APFORIA Tenant Firm/IAR reserves the right to discount posted fees on a case-by-case basis.”
- “The fee is billed either monthly or quarterly in arrears and is prorated for accounts opened or closed during a calendar month or quarter.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 368
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $102 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of October 7, 2026
- CRD number
- 327176 (opens in new tab)
- Phone
- (757) 752-8055
Registered or notice filed in 20 states: Alabama, California, Colorado, Florida, Louisiana, Maryland, Massachusetts, Missouri, Nebraska, New Hampshire, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Virginia, Washington
Other planners in Virginia Beach that publish fees
- Nautilus Financial Group, Inc.Virginia BeachHourly $250/hr
- Martello Retirement and Wealth, LLCVirginia BeachAnnual $3,600/yr
- Beacon Harbor Wealth AdvisorsVirginia BeachFlat $1,000-$50,000
- Kanten Financial ServicesVirginia BeachHourly $75/hr
- Wealthix CapitalVirginia BeachHourly $250/hr, Flat $500-$10,000
- Bay Capital Advisors, LLCVirginia BeachHourly up to $500/hr, Flat $3,500-$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.