Beale Healy Investment Advisors Inc fees and pricing
Financial planner in Richmond, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Beale Healy Investment Advisors Inc charges $100-$225 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$225/hr
“The fee for specialized reports will be the planner's time at his hourly rate (usually in the range of $100-$225), plus computer, telephone, postage, and any miscellaneous expenses.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Beale Healy Investment Advisors Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients will be invoiced quarterly in arrears.”
- “Variable Annuities that are managed through the Program will be billed a Program Fee.”
- “At no time will Program Fees be billed directly from the Variable Annuity.”
How Beale Healy Investment Advisors Inc’s fees compare
- Its hourly rate of $100-$225 is below the Virginia median of $260. 11% of the 203 other Virginia planners that publish an hourly rate charge less.
- None of the 15 other planners in Richmond that publish an hourly rate charge less.
About Beale Healy Investment Advisors Inc
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
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% a year
- Minimum
- $5,000 minimum fee (stated in brochure)
- Clients
- 43
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $102,826,226
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 110969
- Website
- bhia.com (opens in new tab)
- Phone
- (804) 355-0223
Other planners in Richmond that publish fees
- Alexis AdvisorsRichmond$150-$350/hr
- Ark Financial Strategies LLCRichmond$2,000-$10,000
- Bonwell Capital Management, LLCRichmond$250/hr, $250-$50,000
- Covenant Wealth AdvisorsRichmond$300/hr, $2,000-$30,000
- EvoadvisorsRichmond$10,000/yr
- Firstfruits Wealth ManagementRichmond$500-$5,000
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.