Ataraxia Advisory Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$180/hr

“The hourly fee for these services is $180.”

Flat or project fee

$2,500⁠-⁠$9,500

“The fixed rate for creating client financial plans is between $2,500 and $9,500.”

Annual fee

$10,000⁠-⁠$60,000/yr

“Clients may elect to pay an annual flat fee between $10,000 and $60,000 instead of an asset-based percentage for Portfolio Management.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Ataraxia Advisory Services, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of AASL's fees within five business days of signing the Investment Advisory Contract.”
• “These fees are negotiable, and the fixed fee schedule is attached as Exhibit II of the Investment Advisory Contract.”

How Ataraxia Advisory Services, LLC’s fees compare

• Its hourly rate of $180 is below the Virginia median of $260. 14% of the 203 other Virginia planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$9,500 spans the Virginia median of $4,250. 67% of the 168 other Virginia planners that publish a flat or project fee charge less.
• Its annual fee of $10,000-$60,000 is above the Virginia median of $6,350. 98% of the 55 other Virginia planners that publish an annual fee charge less.

About Ataraxia Advisory Services, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, 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

44

Employees

1

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$50,594,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

174214

Website

ataraxiaadvisory.com (opens in new tab)

Phone

(540) 808-8828

Other planners in Radford that publish fees

• Cultivate Financial PlanningRadford$500⁠-⁠$5,000, $1,000⁠-⁠$20,000/yr
• 8TH Street Investments, LLCAlexandria$250⁠-⁠$500/hr, $2,000⁠-⁠$7,000
• Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
• Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr
• Acorn Financial Advisory Services, Inc.Reston$175⁠-⁠$1,295/hr, $3,750
• Activ8 Family Office LLCMclean$400/hr, $2,500⁠-⁠$100,000

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