PlannerFees

Cocozza Financial Planning, LTD. fees and pricing

Financial planner in Falls Church, Virginia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Cocozza Financial Planning, LTD. charges $220 an hour and a flat or project fee of $3,520 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$220/hr
“- Fact Finding Meeting Plan Analysis and Design Presentation of the Financial Plan Advisor’s current hourly rate is $220/hr.”
Flat or project fee
$3,520
“The minimum charge for Comprehensive Financial Planning is $3,520.”

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

How Cocozza Financial Planning, LTD. bills

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

  • “Either party may terminate an Investment Advisory Agreement 3 upon 5 days written notice and a refund will be made for the value of any services paid for but not yet rendered.”
  • “Note that fees are not paid 6 months or more in advance of the completion of the services.”
  • “If the client terminates the agreement or fails to provide information necessary to complete the plan, a refund will be made for the value of services paid for but not yet performed.”

How Cocozza Financial Planning, LTD.’s fees compare

  • Its hourly rate of $220 is below the Virginia median of $260. 26% of the 203 other Virginia planners that publish an hourly rate charge less.
  • None of the 4 other planners in Falls Church that publish an hourly rate charge less.
  • Its flat or project fee of $3,520 is below the Virginia median of $4,250. 45% of the 168 other Virginia planners that publish a flat or project fee charge less.
  • None of the 2 other planners in Falls Church 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 Cocozza Financial Planning, LTD.

“The company’s principal business is providing objective financial planning advice and services to individuals. The Advisor provides investment advice on a broad basis, typical to traditional financial planning.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2000 (26 years).

Planning areas mentioned in the brochure

  • Estate planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees
Charges a % of assets
No
Clients
25
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning and selecting other advisers
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
117316
Phone
(703) 276-1243

Other planners in Falls Church that publish fees

Compare all 9 planners in Falls Church

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.