Birks Financial Corp. fees
Financial planner in Herndon, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 10, 2026, Birks Financial Corp. (Herndon, VA) charges up to $1,000 an hour and a flat or project fee of $1,900-$30,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2026. Fees can change.
- Hourly rate
- Up to $1,000/hr
Can go up to $1,000; the Virginia median is $300.
“Fees (Other) Instead of the fixed Financial Plan fees above, BFC's hourly rate to provide Financial Planning Services is up to $1,000 per hour.”
- Flat or project fee
- $1,900-
$30,000 Runs from below the Virginia median of $5,188 to above it.
“The fee for the Financial Plan may range from $1,900 to $30,000 depending on the size and scope of the project.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- $1,000,000 in assets (stated in the brochure)
- Team size
- 3 employees
How Birks Financial Corp. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is a flat fee and is quoted in advance within the client's Financial Plan Agreement.”
- “Our advisory fee may be negotiable, depending on individual client circumstances.”
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
About Birks Financial Corp.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 159
- 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
- $291 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of June 10, 2026
- CRD number
- 118623 (opens in new tab)
- Phone
- (703) 481-6202
Registered or notice filed in 6 states: Louisiana, Maryland, Massachusetts, New Hampshire, Texas, Virginia
Other planners in Herndon that publish fees
- CedarStream Wealth, LLCHerndonFlat $2,000-$4,500, Annual $2,000-$4,500/yr
- Dream Financial PlanningHerndonHourly $400/hr, Flat $4,800-$6,500
- FinPowered Female LLCHerndonHourly $100/hr
- Gilmore Financial PlanningHerndonHourly $300/hr, Flat $3,000-$9,600
More planners in Virginia that publish fees
- Taylor Turner Wealth Management LLCRichmondHourly $300/hr, Flat $3,000
- Mohar Financial PlanningOilvilleAnnual $1,500-$10,000/yr
- Oakleigh Wealth ServicesCrozetHourly $450/hr, Flat $500-$24,000
- Blue Rock Financial Services, Inc.WilliamsburgHourly $200/hr
- Berg Faircloth Investment AdvisorsLeesburgHourly $150-$250/hr
- SteadyRise Financial LLCArlingtonHourly $250/hr, Flat from $3,000
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.