B.g. Kaserman & Associates L.L.C. fees and pricing
Financial planner in Vienna, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 3, 2026, B.g. Kaserman & Associates L.L.C. charges a flat or project fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500
“Estate Planning Services BGK Financial provides Estate Planning services for a project-based fee of $500 per preparation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How B.g. Kaserman & Associates L.L.C. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “Asset Management Services Investment advisory fees are paid quarterly in advance of each calendar quarter pursuant to the terms of the investment advisory agreement.”
- “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
How B.g. Kaserman & Associates L.L.C.’s fees compare
- Its flat or project fee of $500 is below the Virginia median of $4,250. 3% of the 168 other Virginia planners that publish a flat or project fee charge less.
- None of the 6 other planners in Vienna that publish a flat or project fee charge less.
About B.g. Kaserman & Associates L.L.C.
- Firm size: 2 employees.
- Founded: 2021 (5 years).
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% a year
- Employees
- 2
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $574,159
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334031
- Phone
- (703) 242-3659
Other planners in Vienna that publish fees
- Allegiance Financial GroupVienna$300-$600/hr, $1,000-$100,000/yr
- Alphaplus Wealth Management LLCVienna$595/hr
- Birch Street Financial AdvisorsVienna$350-$450/hr, $1,500
- Capitol Private Wealth Group LLCVienna$350/hr, $10,000
- Discovery Wealth Planning LLCVienna$395/hr, $7,800-$9,900/yr
- Glassman Wealth Services, LLCVienna$500-$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.