Birch Street Financial Advisors fees and pricing

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.

Hourly rate

$350⁠-⁠$450/hr

“Financial Planning engagements are offered at an hourly rate between $350.00 and $450.00 per hour, depending on complexity and needs of the Client.”

Flat or project fee

$1,500

“Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge starting at $1,500 and a minimum ongoing fee starting at $600 per month or $1,800 per quarter.”

Monthly fee

$600/mo

From the same sentence as above.

Quarterly fee

$1,800/qtr

From the same sentence as above.

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

How Birch Street Financial Advisors bills

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

• “Annualized asset-based fees for investment supervisory services will be billed monthly, in arrears.”
• “Client accounts based on the household portfolio valued from $200,000 to $400,000 may be subject to a minimum annual advisory fee of $4,000 billed monthly ($333 billed monthly).”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Birch Street Financial Advisors’ fees compare

• Its hourly rate of $350-$450 is above the Virginia median of $260. 83% of the 203 other Virginia planners that publish an hourly rate charge less.
• 5 of the 8 other planners in Vienna that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the Virginia median of $4,250. 15% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 1 of the 6 other planners in Vienna that publish a flat or project fee charge less.

About Birch Street Financial Advisors

• Principal: Ehreth Burke
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

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

2% a year

Clients

30

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$63,648,269

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

305749

Website

birchstreetadvisors.com (opens in new tab)

Phone

(703) 319-8778

Other planners in Vienna that publish fees

• Allegiance Financial GroupVienna$300⁠-⁠$600/hr, $1,000⁠-⁠$100,000/yr
• Alphaplus Wealth Management LLCVienna$595/hr
• B.g. Kaserman & Associates L.L.C.Vienna$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

Compare all 18 planners in Vienna