Ark Financial Strategies LLC fees and pricing
Financial planner in Richmond, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 12, 2025, Ark Financial Strategies LLC charges a flat or project fee of $2,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 12, 2025. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000-$10,000
“The negotiated fixed rate for creating client financial plans is between $2,000 and $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ark Financial Strategies LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of AFSL's fees within five business days of signing the Investment Advisory Contract.”
- “Refunds for fees paid in advance but not yet earned will be refunded on a prorated basis and returned within fourteen days to the client via check, or return deposit back into the client’s account.”
How Ark Financial Strategies LLC’s fees compare
- Its flat or project fee of $2,000-$10,000 spans the Virginia median of $4,250. 67% of the 168 other Virginia planners that publish a flat or project fee charge less.
- 10 of the 15 other planners in Richmond that publish a flat or project fee charge less.
About Ark Financial Strategies 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
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 335145
- Phone
- (804) 600-9907
Other planners in Richmond that publish fees
- Alexis AdvisorsRichmond$150-$350/hr
- Beale Healy Investment Advisors IncRichmond$100-$225/hr
- Bonwell Capital Management, LLCRichmond$250/hr, $250-$50,000
- Covenant Wealth AdvisorsRichmond$300/hr, $2,000-$30,000
- EvoadvisorsRichmond$10,000/yr
- Firstfruits Wealth ManagementRichmond$500-$5,000
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.