Capitol Landing Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“For limited-scope engagements, CLWM may charge an hourly rate of $250 to $500 per hour.”

Flat or project fee

$1,500⁠-⁠$10,000

“CLWM charges a flat fee ranging from $1,500 to $10,000, depending on the complexity of the client’s financial situation and the scope of the project. ●​ Hourly Consulting:”

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

How Capitol Landing Wealth bills

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

• “Advisory fees and fees for standalone services (such as financial planning) are negotiable or may be waived at the sole discretion of CLWM.”
• “The exact hourly fee is negotiated in advance and is determined by the complexity of the client’s financial situation, the scope of the services requested, and the estimated time required to complete the plan.”
• “Standalone financial planning fees are generally negotiable.”

How Capitol Landing Wealth’s fees compare

• Its hourly rate of $250-$500 spans the Virginia median of $260. 79% of the 203 other Virginia planners that publish an hourly rate charge less.
• 8 of the 9 other planners in Williamsburg that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the Virginia median of $4,250. 64% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 5 of the 8 other planners in Williamsburg that publish a flat or project fee charge less.

About Capitol Landing Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement 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, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Minimum

$100,000 in assets (stated in brochure)

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

335770

Website

capitollandingwealth.com (opens in new tab)

Phone

(757) 427-4000

Other planners in Williamsburg that publish fees

• B Hive Financial, LLCWilliamsburg$250/hr, $200⁠-⁠$2,000
• Bay Rivers Group Wealth PartnersWilliamsburg$250⁠-⁠$500/hr, $500⁠-⁠$5,000
• Beacon Freedom Advisory, LLCWilliamsburg$350/hr, $2,000⁠-⁠$3,500
• Blue Rock Financial Services, Inc.Williamsburg$200/hr
• Dominguez Wealth Management Solutions, Inc.Williamsburg$225/hr
• Foundations Financial Planning, LLCWilliamsburg$250/hr, $2,250

Compare all 12 planners in Williamsburg