Buchanan Wealth Management fees and pricing
Financial planner in Reston, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 10, 2026, Buchanan Wealth Management charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“The fee for financial planning is based on an hourly rate of $300 a hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Buchanan Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If the advisory agreement is terminated before the end of the quarterly period, Client is entitled to a prorated refund of any pre-paid quarterly advisory fee based on the number of days remaining in the quarter after the termination date.”
- “Clients will be given this brochure form ADV Part 2A, forty-eight hours in advance of signing an agreement or they will have five business days to unconditionally cancel the agreement.”
How Buchanan Wealth Management’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.
- 6 of the 10 other planners in Reston that publish an hourly rate charge less.
About Buchanan Wealth Management
“He serves as the company’s founder and Chief Executive Officer, and specializes in wealth management and insurance planning. Buchanan Wealth Management, LLC provides financial planning and fee-based investment advisory services primarily to individual Clients and high-net worth individuals with a focus on retirement.”
- Firm size: 4 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2010 (16 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.35% a year
- Clients
- 164
- Employees
- 4
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $212,012,187
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 316629
- Phone
- (703) 956-2633
Can advise clients in 6 states: District of Columbia, Florida, Maryland, Pennsylvania, Texas, Virginia
Other planners in Reston that publish fees
- Acorn Financial Advisory Services, Inc.Reston$175-$1,295/hr, $3,750
- Brighter Financial Capital Management, LLCReston$150/hr
- Grey Kirwan FinancialReston$400/hr, $20,000
- Guidepoint Financial PlanningReston$1,000, $300-$600/mo
- Hopwood Financial Services, Inc.Reston$250/hr
- Kaplan Wealth Management, Inc.Reston$150-$250/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.