Burkholder & Associates, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$400/hr

“The hourly fee for these services is between $150 and $400.”

Flat or project fee

$5,000⁠-⁠$50,000

“The negotiated fixed rate for creating client financial plans is between $5,000 and $50,000.”

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

How Burkholder & Associates, LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of B&A LLC's fees within five business days of signing the Investment Advisory Contract.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”

How Burkholder & Associates, LLC’s fees compare

• Its hourly rate of $150-$400 spans the District of Columbia median of $298. 18% of the 11 other District of Columbia planners that publish an hourly rate charge less.
• 2 of the 10 other planners in Washington that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$50,000 is above the District of Columbia median of $4,750. 90% of the 10 other District of Columbia planners that publish a flat or project fee charge less.
• 8 of the 9 other planners in Washington that publish a flat or project fee charge less.

About Burkholder & Associates, LLC

• Firm size: 4 employees.
• Registered as an adviser: 2021 (5 years).

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

1.35% a year

Clients

93

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting, and selecting other advisers

Assets managed

$287,361,178

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

313338

Website

linkedin.com/company/burkholder-associates (opens in new tab)

Phone

(301) 778-9970

Can advise clients in 6 states: District of Columbia, Delaware, Florida, Louisiana, Maryland, Virginia

Other planners in Washington that publish fees

• Bryspen, IncorporatedWashington$375⁠-⁠$575/hr, $3,750⁠-⁠$5,750
• Financial Advisor for You, LLCWashington$275/hr, $1,500⁠-⁠$2,500
• Holistic PlannersWashington$250/hr, $500⁠-⁠$25,000
• IllumintWashington$550/hr, $1,499
• Katz-Moses Financial LLCWashington$300/hr, Up to $10,000
• Mabery Consulting, LLCWashington$250/hr, $4,500⁠-⁠$5,500

Compare all 18 planners in Washington