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
Website
arisalpha.com (opens in new tab)
Phone
(571) 666-4065

Other planners in Ashburn that publish fees

Compare all 11 planners in Ashburn

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