Capital Fiduciary Advisors fees
Financial planner in Ashburn, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 19, 2025, Capital Fiduciary Advisors (Ashburn, VA) charges up to $250 an hour for financial planning.
- Website: capitalfiduciaryadvisors.com (opens in new tab)
- Call (703) 568-2071
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 19, 2025. Fees can change.
- Hourly rate
- Up to $250/hr
Capped at $250, at or below the Virginia median of $300.
“Fees for Planning Services will range up to $250.00 per hour or, in lieu of an hourly fee, the client may request a fixed fee arrangement.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2021 (5 years)
How Capital Fiduciary Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The compensation method is explained and agreed with the clients in advance before any services are rendered.”
- “Fees for clients are billed quarterly in advance of one fourth of the annual rate based on the average of the month end values taken on the last business day of each month.”
- “Alternatively, CFA may, at the client's request, send the client an invoice for the fee.”
About Capital Fiduciary Advisors
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 37
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
- Assets managed
- $72 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of August 19, 2025
- CRD number
- 312704 (opens in new tab)
- Phone
- (703) 568-2071
Other planners in Ashburn that publish fees
- Aris Alpha LLCAshburnHourly $250-$300/hr, Flat $4,000
- Hillebrand Financial Planning LLCAshburnHourly from $400/hr
- Houlihan Financial Resource Group, Ltd.AshburnHourly from $125/hr
- Next Play FinancialAshburnHourly $300/hr, Flat $3,500-$7,000
- RGC Wealth Planning GroupAshburnHourly $250-$500/hr, Flat $5,000-$10,000
More planners in Virginia that publish fees
- Ethos Strategic InvestmentsNorfolkHourly $350/hr, Flat $3,500-$7,000
- Harrison Capital ManagementKeswickHourly $100-$250/hr, Flat $200-$2,500
- Foundations Financial Planning, LLCWilliamsburgHourly $250/hr, Flat from $2,250
- FI-Nancial Planner LLCHamiltonHourly $425/hr, Flat $425
- Swift Creek Wealth ManagementMoseleyHourly $225/hr, Flat $3,000-$5,000
- Piedmont Wealth ManagementAlexandriaHourly $200/hr, Flat $750-$5,000
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.