Brass Capital fees and pricing
Financial planner in Leesburg, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Brass Capital charges a flat or project fee of up to $4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- Up to $4,000
“The negotiated fixed rate for creating client financial plans is between $0 and $4,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Brass Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees charged are negotiable based upon the type of client, the complexity of the client's situation, the relationship of the client with the investment advisor representative, and the other services that BCL may provide to the client.”
- “Clients may terminate the agreement without penalty for a full refund of BCL's fees within five business days of signing the Investment Advisory Contract.”
- “Fees charged are negotiable based upon the type of client, the complexity of the client's situation, the relationship of the client with the investment advisor representative, and the other services that BCL may provide to the client.”
How Brass Capital’s fees compare
- Its flat or project fee of up to $4,000 is below the Virginia median of $4,250. 22% of the 168 other Virginia planners that publish a flat or project fee charge less.
- 1 of the 3 other planners in Leesburg that publish a flat or project fee charge less.
About Brass Capital
- Firm size: 5 employees.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 68
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $75,592,370
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333892
- Phone
- (352) 665-1780
Other planners in Leesburg that publish fees
- Amj Financial Wealth Management LLCLeesburg$250-$500/hr, $1,000-$10,000
- Berg Faircloth Investment AdvisorsLeesburg$150-$250/hr
- Ko FinancialLeesburg$300/hr, $1,200-$2,000
- Noorvest LLCLeesburg$2,500-$7,500
- Steigerwald, Gordon & Koch - Wealth AdvisorsLeesburg$75-$300/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.