Chatham Wealth Management. LLC fees and pricing
Financial planner in Mclean, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, Chatham Wealth Management. LLC charges $250 an hour and a flat or project fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly rate is $250 and is negotiable.”
- Flat or project fee
- $500
“Ongoing Financial Planning CWM collects an initial fee, no greater than $500, which may be waived at the discretion of the firm.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Chatham Wealth Management. LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are paid monthly in advance, ranging from $295 to $795.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How Chatham Wealth Management. LLC’s fees compare
- Its hourly rate of $250 is below the Virginia median of $260. 30% of the 203 other Virginia planners that publish an hourly rate charge less.
- 2 of the 10 other planners in Mclean that publish an hourly rate charge less.
- Its flat or project fee of $500 is below the Virginia median of $4,250. 3% of the 168 other Virginia planners that publish a flat or project fee charge less.
- None of the 6 other planners in Mclean that publish a flat or project fee charge less.
About Chatham Wealth Management. LLC
“We offer Investment Management, Financial Planning and Retirement Consulting Services.”
- Principal: Timothy Gardner
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- 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
- 1.5% a year
- Clients
- 8
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $6,389,525
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 331397
- Phone
- (703) 652-2503
Other planners in Mclean that publish fees
- Activ8 Family Office LLCMclean$400/hr, $2,500-$100,000
- Acts Financial AdvisorsMclean$450/hr
- Advisors Financial, Inc.Mclean$250-$500/hr
- Alpha Financial Advisors, LLCMclean$250/hr
- Argo Wealth Advisory, LLCMclean$500-$50,000
- B&l Wealth Group, LLCMclean$250/hr, $2,000-$10,000
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.