Cope Connelly fees and pricing

Financial planner in Arlington, Virginia. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 23, 2026, Cope Connelly charges a flat or project fee of $99⁠-⁠$25,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $99⁠-⁠$25,000; “Fixed fees ranging from $99 to $25,000 depending on plan complexity.”

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

“Clients may terminate within five business days of signing for a full refund.”
“Financial planning clients receive the completed financial plan upon delivery; no ongoing reports thereafter.”

Its flat or project fee of $99-$25,000 spans the Virginia median of $4,250. 88% of the 168 other Virginia planners that publish a flat or project fee charge less.
8 of the 9 other planners in Arlington that publish a flat or project fee charge less.

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: 1.75% a year
Clients: 139
Employees: 6
Works with: Individuals, high net worth individuals, pooled investment vehicles, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services
Assets managed: $151,094,700
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 311665
Website: copeconnelly.com (opens in new tab)
Phone: (888) 336-8402

Is something on this page wrong or out of date?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.