B&l Wealth Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Those clients pay $250 per hour for financial planning services; a fixed fee agreement may also be arranged.”

Flat or project fee

$2,000⁠-⁠$10,000

“The fixed fee will be between $2,000 and $10,000 as agreed upon with the client.”

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

How B&l Wealth Group, LLC bills

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

• “The firm will invoice the client separately for these fees and requires payment within 30 days.”
• “Page | 8 Disclosure Brochure B&L Wealth Group, LLC If assets are deposited into or withdrawn from an account after the inception of a billing period, the fee payable with respect to such assets is adjusted to reflect the interim change in portfolio value.”
• “In the event the advisory agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.”

How B&l Wealth Group, LLC’s fees compare

• Its hourly rate of $250 is below the Virginia median of $260. 30% of the 203 other Virginia planners that publish an hourly rate charge less.
• 2 of the 10 other planners in Mclean that publish an hourly rate charge less.
• 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.
• 2 of the 6 other planners in Mclean that publish a flat or project fee charge less.

About B&l Wealth Group, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

11

Employees

2

Works with

High net worth individuals and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$25,615,789

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332083

Website

bandlwealth.com (opens in new tab)

Phone

(703) 381-2991

Other planners in Mclean that publish fees

• Activ8 Family Office LLCMclean$400/hr, $2,500⁠-⁠$100,000
• Acts Financial AdvisorsMclean$450/hr
• Advisors Financial, Inc.Mclean$250⁠-⁠$500/hr
• Alpha Financial Advisors, LLCMclean$250/hr
• Argo Wealth Advisory, LLCMclean$500⁠-⁠$50,000
• Bluesail Advisors LLCMclean$1,500⁠-⁠$6,000/yr

Compare all 21 planners in Mclean