Aria Wealth Partners fees and pricing
Financial planner in Charlottesville, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 6, 2026, Aria Wealth Partners charges a flat or project fee of $2,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$10,000
“For standalone Financial Planning, our fixed fee is from $2,500 to $10,000 per plan and is based on the complexity or detail of the services requested.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Aria Wealth Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Each time the Advisory Fee is debited, Aria Wealth will send the client an invoice showing the formula used to calculate the fee, the amount of assets under management the fee is based on, and the time-period covered by the fee.”
- “In the event of termination, clients will be rebated the unearned portion of the advisory fee that was billed in advance by crediting their account or sending them a personal check.”
- “Advisory Fees are typically debited directly from the client account, although in some situations we can send the client an invoice which could be paid by personal check.”
How Aria Wealth Partners’ fees compare
- Its flat or project fee of $2,500-$10,000 spans the Virginia median of $4,250. 70% of the 168 other Virginia planners that publish a flat or project fee charge less.
- 3 of the 4 other planners in Charlottesville that publish a flat or project fee charge less.
About Aria Wealth Partners
“Aria Wealth provides Financial Planning where we engage clients in conversations around the family goals, objectives, priorities, vision, and legacy – both for the near term as well as for future generations.”
- Firm size: 3 employees.
- Founded: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Cash flow and budgeting
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
- 1.5% a year
- Clients
- 86
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $112,343,257
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334270
- Phone
- (434) 338-6840
Other planners in Charlottesville that publish fees
- Broadpark Advisors, LLCCharlottesville$250/hr, $300
- High Top Growth PartnersCharlottesville$500/hr, $10,000
- Marotta Wealth Management, Inc.Charlottesville$500/hr, $1,000/qtr
- Miller Asset Solutions LLCCharlottesville$1,000/yr
- Nicolette Financial Advisors LLCCharlottesville$150-$200/hr, $150/qtr
- Rede Wealth, LLCCharlottesvilleUp to $10,000/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.