Bour Group fees and pricing

Financial planner in South Riding, Virginia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 16, 2026, Bour Group charges $300 an hour and a flat or project fee of $900 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“BourGroup and the Client work together on specific financial planning issues and investment advisory services that may be needed and how much time it will take based on a rate of $300 per hour or a flat, fixed fee.”
Flat or project fee
$900
“All fees are negotiable; however, a suggested minimum for a full, comprehensive financial plan remains at $900.”

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

How Bour Group bills

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

  • “Any changes in time required or amounts charged are agreed upon in advance.”
  • “The minimum of $900 for a full, comprehensive plan is still negotiable, though, and is only a suggested minimum.”

How Bour Group’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 $900 is below the Virginia median of $4,250. 10% of the 168 other Virginia planners that publish a flat or project fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Bour Group

“He also contributes to the community through public speaking and offers complimentary financial advice through a local church ministry.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2005 (21 years).

Planning areas mentioned in the brochure

  • Tax planning
  • Estate planning
  • College planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Clients
15
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning and educational seminars and workshops
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
132913
Website
9simplesteps.com (opens in new tab)
Phone
(703) 407-6697

Other planners in South Riding that publish fees

Compare all 435 planners in Virginia

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.