PlannerFees

Arch Financial Advisors LLC fees and pricing

Financial planner in Bethesda, Maryland. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 23, 2026, Arch Financial Advisors LLC charges a flat or project fee of $1,500⁠-⁠$8,000 and an annual fee of $2,000⁠-⁠$20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,500⁠-⁠$8,000
“The cost for a Project Retainer ranges from $1,500 - $8,000.”
Annual fee
$2,000⁠-⁠$20,000/yr
“Open Retainer Range of Open Retainer Fees: $2,500 - $20,000 Renewal Years of Open Retainer: $2,000 - $15,000 Fees are calculated based on the client(s) total income, assets, and overall complexity of their financial situation and paid in quarterly installments.”

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

How Arch Financial Advisors LLC bills

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

  • “Half of the fee is due at the beginning of process and the remainder is due at completion of work, however, Arch Financial will not bill an amount above $500.00 more than 6 months in advance.”
  • “The fee is due in full at the beginning of the engagement, however Arch Financial will not bill an amount above $500.00 more than 6 months in advance.”
  • “At AFA’s discretion, fees may be paid in two installments: one-half upon execution of the agreement and one-half upon completion.”

How Arch Financial Advisors LLC’s fees compare

  • Its flat or project fee of $1,500-$8,000 spans the Maryland median of $4,335. 53% of the 133 other Maryland planners that publish a flat or project fee charge less.
  • 1 of the 7 other planners in Bethesda that publish a flat or project fee charge less.
  • Its annual fee of $2,000-$20,000 spans the Maryland median of $5,000. 86% of the 28 other Maryland planners that publish an annual fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Arch Financial Advisors LLC

“Arch Financial Advisors, LLC (“AFA”) is a fee-only financial planning firm that specializes in providing comprehensive financial planning and investment advisory services to individuals and families. Open Retainer An Open Retainer provides comprehensive financial planning for a fixed fee over the course of one year.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Founded: 2012 (14 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Employees
1
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
166272
Website
archfinancialadvisors.com (opens in new tab)
Phone
(301) 500-2079

Other planners in Bethesda that publish fees

Compare all 28 planners in Bethesda

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