Cedarstream Wealth, LLC fees and pricing
Financial planner in Herndon, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 9, 2026, Cedarstream Wealth, LLC charges a flat or project fee of $2,000-$4,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000-$4,500
“We charge an annual recurring fixed fee for Ongoing Financial Planning paid monthly in arrears, ranging from $2,000 to $4,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cedarstream Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Cedarstream Wealth, LLC’s fees compare
- Its flat or project fee of $2,000-$4,500 spans the Virginia median of $4,250. 42% of the 168 other Virginia planners that publish a flat or project fee charge less.
About Cedarstream Wealth, LLC
- Principal: Brian Abatemarco
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
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
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 343501
- Phone
- (703) 593-9558
Other planners in Herndon that publish fees
- Dream Financial PlanningHerndon$400/hr, $999
- Finpowered Female LLCHerndon$100/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
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.