CJM Wealth Advisers, LTD. fees and pricing

Published fees

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

Flat or project fee

$2,000⁠-⁠$10,000

“Registrant’s planning and consulting fees are negotiable, but generally range from $2,000 to $10,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

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

How CJM Wealth Advisers, LTD. bills

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

• “Program fees are generally charged to a separate managed investment management account maintained by the client, or the client may be invoiced directly.”
• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
• “For accounts opened during the quarter and for aggregate quarterly deposits or withdrawals totaling $200,000 or more, fees are prorated and clients will pay the additional amount or receive a credit in the following quarter.”

How CJM Wealth Advisers, LTD.’s fees compare

• Its flat or project fee of $2,000-$10,000 spans the Virginia median of $4,250. 67% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Falls Church that publish a flat or project fee charge less.

About CJM Wealth Advisers, LTD.

• Firm size: 13 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 1979 (47 years).

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

0.75% a year

Clients

860

Employees

13

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$1,466,177,587

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

107750

Website

facebook.com/cjmwealthadvisersltd (opens in new tab)

Phone

(703) 425-0700

Can advise clients in 24 states: Alabama, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Louisiana, Massachusetts, Maryland, Michigan, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, West Virginia

Other planners in Falls Church that publish fees

• Cocozza Financial Planning, LTD.Falls Church$220/hr, $3,520
• Crescent Meridian Capital LLCFalls Church$150⁠-⁠$300/hr
• Investment & Resource PlanningFalls Church$200⁠-⁠$250/hr
• Neat Financial PlanningFalls Church$300/hr, $5,000
• Pov Wealth LLCFalls Church$250/hr, $250⁠-⁠$350/mo

Compare all 9 planners in Falls Church