Cedar Grove Financial Planning, LLC fees and pricing
Financial planner in Oakton, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Cedar Grove Financial Planning, LLC charges $200 an hour and a flat or project fee of $1,500-$3,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Additional followup meetings and annual updates will be charged at rate of $200 per hour, unless otherwise agreed upon.”
- Flat or project fee
- $1,500-$3,500
“Clients pay a flat rate ranging from $1,500-$3,500 for the development and presentation of a comprehensive financial plan with pricing based on the complexity and priorities of the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cedar Grove Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Payment for follow-up meetings and annual updates will be invoiced during or immediately after the meeting and due within 14 days of work being completed.”
- “Client will be invoiced at the end of the meeting and payment collected at that time.”
- “Rates are negotiable only in extenuating circumstances such as significant client financial need.”
How Cedar Grove Financial Planning, LLC’s fees compare
- Its hourly rate of $200 is below the Virginia median of $260. 15% of the 203 other Virginia planners that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$3,500 is below the Virginia median of $4,250. 26% of the 168 other Virginia planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Cedar Grove Financial Planning, LLC
“Cedar Grove Financial Planning, LLC provides planning services at an hourly and/or per-plan rate.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Military and veterans
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 35
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 324097
- Phone
- (571) 317-1660
Other planners in Oakton that publish fees
- The Knowles Company, LLCOakton$300/hr
- 8TH Street Investments, LLCAlexandria$250-$500/hr, $2,000-$7,000
- Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
- Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr
- Acorn Financial Advisory Services, Inc.Reston$175-$1,295/hr, $3,750
- Activ8 Family Office LLCMclean$400/hr, $2,500-$100,000
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.