Bond Financial Planning, LLC fees and pricing
Financial planner in Hampton, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 29, 2026, Bond Financial Planning, LLC charges $300 an hour, a flat or project fee of $2,400-$30,000, and a quarterly fee of $600-$7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Hourly fees are $300 per hour.”
- Flat or project fee
- $2,400-$30,000
“Fixed fee engagements range from $2,400 to $30,000.”
- Quarterly fee
- $600-$7,500/qtr
“Ongoing financial planning services are offered at a quarterly rate, ranging from $600 to $7,500 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bond Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Wealth management fees are paid in arrears of each calendar quarter, pursuant to the terms of the wealth management agreement.”
- “Fees are negotiable at the sole discretion of the Advisor.”
- “Fees are negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
How Bond Financial Planning, LLC’s fees compare
- Its hourly rate of $300 is above the Virginia median of $260. 53% of the 203 other Virginia planners that publish an hourly rate charge less.
- Its flat or project fee of $2,400-$30,000 spans the Virginia median of $4,250. 92% of the 168 other Virginia planners that publish a flat or project fee charge less.
About Bond Financial Planning, LLC
“Wealth Management Services Bond Financial provides customized wealth management services for its Clients. This is achieved through continuous personal Client contact and interaction while providing discretionary investment management services and a broad range of comprehensive financial planning.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Charitable giving
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
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 339667
- Phone
- (757) 204-1417
Other planners in Virginia that publish fees
- 8TH Street Investments, LLCAlexandria$250-$500/hr, $2,000-$7,000
- Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
- Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr
- Acorn Financial Advisory Services, Inc.Reston$175-$1,295/hr, $3,750
- Activ8 Family Office LLCMclean$400/hr, $2,500-$100,000
- Acts Financial AdvisorsMclean$450/hr
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.