Argo Wealth Advisory, LLC fees and pricing
Financial planner in Mclean, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated December 8, 2025, Argo Wealth Advisory, LLC charges a flat or project fee of $500-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed December 8, 2025. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$50,000
“The Advisor also offers standalone financial planning for a fixed engagement fee ranging from $500 to $50,000 per engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Argo Wealth Advisory, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly in advance pursuant to the terms of the wealth management agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
How Argo Wealth Advisory, LLC’s fees compare
- Its flat or project fee of $500-$50,000 spans the Virginia median of $4,250. 95% of the 168 other Virginia planners that publish a flat or project fee charge less.
- 4 of the 6 other planners in Mclean that publish a flat or project fee charge less.
About Argo Wealth Advisory, LLC
- Firm size: 2 employees.
- Credentials named in the brochure: CFP® and ChFC®.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 90
- Employees
- 2
- 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 selecting other advisers
- Assets managed
- $256,168,541
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334041
- Phone
- (703) 914-3830
Can advise clients in 11 states: California, Delaware, Florida, Louisiana, Maryland, North Carolina, New Hampshire, Nevada, South Carolina, Texas, Virginia
Other planners in Mclean that publish fees
- Activ8 Family Office LLCMclean$400/hr, $2,500-$100,000
- Acts Financial AdvisorsMclean$450/hr
- Advisors Financial, Inc.Mclean$250-$500/hr
- Alpha Financial Advisors, LLCMclean$250/hr
- B&l Wealth Group, LLCMclean$250/hr, $2,000-$10,000
- Bluesail Advisors LLCMclean$1,500-$6,000/yr
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.