Aris Alpha LLC fees and pricing
Financial planner in Ashburn, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 20, 2026, Aris Alpha LLC charges $250-$300 an hour and a flat or project fee of $4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$300/hr
“The negotiated hourly fee for these services is between $250 and $300.”
- Flat or project fee
- $4,000
“For a fixed fee of $4,000, the adviser would charge $4,000 for a financial plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Aris Alpha LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty for a full refund of Aris Alpha LLC's fees within five business days of signing the Investment Advisory Contract.”
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients must pay the prorated performance-based fees for the billing period in which they terminate the Investment Advisory Contract up to and including the day of termination.”
How Aris Alpha LLC’s fees compare
- Its hourly rate of $250-$300 spans the Virginia median of $260. 51% of the 203 other Virginia planners that publish an hourly rate charge less.
- 1 of the 5 other planners in Ashburn that publish an hourly rate charge less.
- Its flat or project fee of $4,000 is below the Virginia median of $4,250. 48% of the 168 other Virginia planners that publish a flat or project fee charge less.
- 1 of the 4 other planners in Ashburn that publish a flat or project fee charge less.
About Aris Alpha LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $217,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 335361
- Phone
- (571) 666-4065
Other planners in Ashburn that publish fees
- Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
- Hillebrand Financial Planning LLCAshburn$400/hr, $500
- Houlihan Financial Resource Group, LTD.Ashburn$125/hr
- Next Play FinancialAshburn$300/hr, $3,500-$7,000
- RGC Wealth Planning GroupAshburn$250-$500/hr, $5,000-$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.