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
Website
argowealthadvisory.com (opens in new tab)
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

Compare all 21 planners in Mclean

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