Capitol Private Wealth Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The maximum hourly fee to be charged will not exceed $350, with a minimum two-hour charge.”

Flat or project fee

$10,000

“Flat fees will not exceed $10,000.”

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

How Capitol Private Wealth Group LLC bills

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

• “Annualized fees are billed on a pro-rata basis monthly in arrears based on the value of the account(s) on the timeweighted daily average of the month.”
• “Our firm bills on cash unless otherwise agreed.”
• “Fees are negotiable and will be deducted from client account(s).”

How Capitol Private Wealth Group LLC’s fees compare

• Its hourly rate of $350 is above the Virginia median of $260. 72% of the 203 other Virginia planners that publish an hourly rate charge less.
• 3 of the 8 other planners in Vienna that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the Virginia median of $4,250. 82% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 6 of the 6 other planners in Vienna that publish a flat or project fee charge less.

About Capitol Private Wealth Group LLC

• Firm size: 8 employees.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Tax planning

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

1.5% a year

Clients

570

Employees

8

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$562,135,138

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

283257

Website

capitolpwg.com (opens in new tab)

Phone

(703) 226-0008

Can advise clients in 16 states: Arizona, California, District of Columbia, Florida, Georgia, Massachusetts, Maryland, Minnesota, North Carolina, New Hampshire, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia

Other planners in Vienna that publish fees

• Allegiance Financial GroupVienna$300⁠-⁠$600/hr, $1,000⁠-⁠$100,000/yr
• Alphaplus Wealth Management LLCVienna$595/hr
• B.g. Kaserman & Associates L.L.C.Vienna$500
• Birch Street Financial AdvisorsVienna$350⁠-⁠$450/hr, $1,500
• Discovery Wealth Planning LLCVienna$395/hr, $7,800⁠-⁠$9,900/yr
• Glassman Wealth Services, LLCVienna$500⁠-⁠$10,000

Compare all 18 planners in Vienna