Bay Rivers Group Wealth Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“The negotiated hourly fee for these services is between $250 and $500.”

Flat or project fee

$500⁠-⁠$5,000

“The negotiated fixed rate for creating client financial plans is between $500 and $5,000.”

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

How Bay Rivers Group Wealth Partners 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 BRGWP’s fees within five business days of signing the Investment Advisory Contract.”
• “This fee is generally negotiable and the final fee will be memorialized as Exhibit II of the Investment Advisory Contract.”

How Bay Rivers Group Wealth Partners’ fees compare

• Its hourly rate of $250-$500 spans the Virginia median of $260. 79% of the 203 other Virginia planners that publish an hourly rate charge less.
• 8 of the 9 other planners in Williamsburg that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Virginia median of $4,250. 29% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 2 of the 8 other planners in Williamsburg that publish a flat or project fee charge less.

About Bay Rivers Group Wealth Partners

• Firm size: 4 employees.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• College planning

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

395

Employees

4

Works with

Individuals, high net worth individuals, charities, 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

$326,205,349

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

290095

Website

facebook.com/bayriversgroup/?view_public_for=2263112867234088 (opens in new tab)

Phone

(757) 259-2450

Can advise clients in 8 states: California, Florida, Maryland, North Carolina, New Jersey, New York, Texas, Virginia

Other planners in Williamsburg that publish fees

• B Hive Financial, LLCWilliamsburg$250/hr, $200⁠-⁠$2,000
• Beacon Freedom Advisory, LLCWilliamsburg$350/hr, $2,000⁠-⁠$3,500
• Blue Rock Financial Services, Inc.Williamsburg$200/hr
• Capitol Landing WealthWilliamsburg$250⁠-⁠$500/hr, $1,500⁠-⁠$10,000
• Dominguez Wealth Management Solutions, Inc.Williamsburg$225/hr
• Foundations Financial Planning, LLCWilliamsburg$250/hr, $2,250

Compare all 12 planners in Williamsburg