Couric Financial fees and pricing
Financial planner in Lynch Station, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 16, 2026, Couric Financial charges $125 an hour and a monthly fee of $125 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $125/hr
“Hourly fees are $125 per hour.”
- Monthly fee
- $125/mo
“Fixed annual fees are $125/month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Couric Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment management fees are paid quarterly in advance pursuant to the terms of the investment advisory agreement.”
- “The investment management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
How Couric Financial’s fees compare
- Its hourly rate of $125 is below the Virginia median of $260. 5% of the 203 other Virginia planners that publish an hourly rate charge less.
About Couric Financial
- Firm size: 2 employees.
- Credentials named in the brochure: EA.
- Founded: 2015 (11 years).
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% a year
- Clients
- 80
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $47,008,369
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 317137
- Phone
- (877) 523-8372
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
Is something on this page wrong or out of date?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.