Crescent Meridian Capital LLC fees and pricing
Financial planner in Falls Church, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 29, 2026, Crescent Meridian Capital LLC charges $150-$300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$300/hr
“Standalone financial planning services are charged at an hourly rate of $150 to $300 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Crescent Meridian Capital LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are assessed based on the value of assets under management and are billed in advance on a monthly basis, unless otherwise agreed with the client.”
- “For new accounts opened during a billing month, fees are prorated from the date the account is funded through the end of the month.”
- “For accounts terminated during a billing month, prepaid fees are refunded on a prorated basis from the date of termination through the end of the month.”
How Crescent Meridian Capital LLC’s 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.
- 1 of the 4 other planners in Falls Church that publish an hourly rate charge less.
About Crescent Meridian Capital LLC
“Crescent Meridian Capital LLC is an independent investment advisory firm that provides investment management and financial planning services to individuals, families, and small businesses.”
- Firm size: 3 employees.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Minimum
- No minimum stated in brochure
- Employees
- 3
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 341276
- Phone
- (408) 396-7238
Can advise clients in 2 states: California, Virginia
Other planners in Falls Church that publish fees
- CJM Wealth Advisers, LTD.Falls Church$2,000-$10,000
- Cocozza Financial Planning, LTD.Falls Church$220/hr, $3,520
- Investment & Resource PlanningFalls Church$200-$250/hr
- Neat Financial PlanningFalls Church$300/hr, $5,000
- Pov Wealth LLCFalls Church$250/hr, $250-$350/mo
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.