Aspect Partners, LLC fees and pricing
Financial planner in Fairfax, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 28, 2026, Aspect Partners, LLC charges a flat or project fee of $50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $50,000
“Our maximum flat fee to be charged will not exceed $50,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Aspect Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm bills on cash unless indicated otherwise in writing.”
- “Annualized fees are billed on a pro-rata basis monthly in arrears based on the value of the account(s) on the time-weighted daily average of the month.”
- “Fees are negotiable and will be deducted from client account(s).”
How Aspect Partners, LLC’s fees compare
- Its flat or project fee of $50,000 is above the Virginia median of $4,250. 98% of the 168 other Virginia planners that publish a flat or project fee charge less.
- 7 of the 7 other planners in Fairfax that publish a flat or project fee charge less.
About Aspect Partners, LLC
“Our firm provides individuals, non-profits, institutions and retirement plans, and other types of clients with a wide array of investment advisory services.”
- Principal: Bard Malovany
- Firm size: 8 employees.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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
- 2.25% a year
- Clients
- 280
- Employees
- 8
- 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
- $418,184,288
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 307273
- Phone
- (703) 916-8400
Can advise clients in 10 states: California, District of Columbia, Florida, Maryland, North Carolina, New York, Pennsylvania, South Carolina, Texas, Virginia
Other planners in Fairfax that publish fees
- Auburn Skies Financial AdvisorsFairfax$5,000
- Campion Asset Management, LLCFairfax$500/hr
- David N. Hainsworth, C.P.A., P.C.Fairfax$440/hr, $5,000-$11,200
- Family Ai! FinancialFairfax$500/hr, $5,000-$10,000
- Halo Capital ManagementFairfax$300/hr, $2,000-$5,000
- Jason Howell CompanyFairfax$500/hr, $1,000-$25,000
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.