Concord Wealth Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$300/hr

“Hourly fees range from $150 to $300 per hour.”

Flat or project fee

$500⁠-⁠$10,000

“Financial planning fees generally range from $500 to $10,000.”

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

How Concord Wealth Partners bills

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

• “Fees may be paid by check or by credit card either before or after services have been delivered to the client depending on the mutual agreement between us and the client.”
• “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
• “We will deduct our investment advisory fees from client assets, or the client can choose to be billed directly.”

How Concord Wealth Partners’ fees compare

• Its hourly rate of $150-$300 spans the Virginia median of $260. 26% of the 203 other Virginia planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Virginia median of $4,250. 57% of the 168 other Virginia planners that publish a flat or project fee charge less.

About Concord Wealth Partners

• Firm size: 20 employees.
• Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

• Tax planning

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

1,232

Employees

20

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, other investment advisers, and businesses

Services reported to regulators

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

Assets managed

$1,069,864,356

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

118643

Website

cavenessadvisory.com (opens in new tab)

Phone

(276) 628-5910

Can advise clients in 25 states: Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Louisiana, Massachusetts, Maryland, Minnesota, North Carolina, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin, West Virginia

Other planners in Virginia that publish fees

• 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
• Acts Financial AdvisorsMclean$450/hr

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