Berg Faircloth Investment Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$250/hr

“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $150 and $250.”

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

How Berg Faircloth Investment Advisors bills

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

• “Fees are paid quarterly in advance, and either party may terminate their contracts with thirty days’ written notice.”
• “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
• “Clients may terminate their contracts without penalty, for full refund, within 5 business days of signing the advisory contract.”

How Berg Faircloth Investment Advisors’ fees compare

• Its hourly rate of $150-$250 is below the Virginia median of $260. 15% of the 203 other Virginia planners that publish an hourly rate charge less.
• 1 of the 3 other planners in Leesburg that publish an hourly rate charge less.

About Berg Faircloth Investment Advisors

• Firm size: 2 employees.
• Registered as an adviser: 2011 (15 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Clients

105

Employees

2

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$40,982,762

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

118673

Website

b-f-i-a.com (opens in new tab)

Phone

(703) 821-1040

Can advise clients in 5 states: District of Columbia, Florida, Maryland, North Carolina, Virginia

Other planners in Leesburg that publish fees

• Amj Financial Wealth Management LLCLeesburg$250⁠-⁠$500/hr, $1,000⁠-⁠$10,000
• Brass CapitalLeesburgUp to $4,000
• Ko FinancialLeesburg$300/hr, $1,200⁠-⁠$2,000
• Noorvest LLCLeesburg$2,500⁠-⁠$7,500
• Steigerwald, Gordon & Koch - Wealth AdvisorsLeesburg$75⁠-⁠$300/hr

Compare all 8 planners in Leesburg