District Capital Management, LLC fees
Financial planner in Arlington, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 25, 2026, District Capital Management, LLC (Arlington, VA) charges $500 an hour, a flat or project fee of $600-$1,500, a monthly fee of $500-$1,200, and an annual fee of $6,000-$9,600 for financial planning.
- Website: districtcapitalmanagement.com (opens in new tab)
- Call (571) 210-2121
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 25, 2026. Fees can change.
- Hourly rate
- $500/hr
Above the Arlington median of $313; 9 of the 11 other planners in Arlington that publish an hourly rate charge less. Above the Virginia median of $300; 90% of the 132 other planners in Virginia charge less.
“The setup fee is based on an hourly rate of $500.”
- Flat or project fee
- $600-
$1,500 Below the Virginia median of $5,188; 5% of the 93 other planners in Virginia that publish a flat or project fee charge less. 1 of the 5 other planners in Arlington charges less.
“New Clients are billed a one-time setup fee ranging from $600 to $1,500, payable in advance.”
- Monthly fee
- $500-
$1,200/mo “Fees are billed monthly in arrears at a rate of $500 to $1,200 per month.”
- Annual fee
- $6,000-
$9,600/yr Runs from below the Virginia median of $7,650 to above it.
“Comprehensive financial planning services are provided at an annual fee of $6,000 to $9,600 for individuals and $6,000 to $14,400 for couples.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab), ChFC®, and CFA
- Team size
- 5 employees
How District Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly in arrears pursuant to the terms of the investment advisory agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees are negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
About District Capital Management, LLC
- Founded: 2013 (13 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, monthly planning fees, annual planning fees, and a percentage of assets under management
- Clients
- 40
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $29.6 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 25, 2026
- CRD number
- 167317 (opens in new tab)
- Phone
- (571) 210-2121
Registered in 5 states and DC: California, Colorado, Maryland, North Carolina, Virginia, DC
Other planners in Arlington that publish fees
- Layered Financial, LLCArlingtonFlat up to $10,000, Annual up to $10,000/yr
- U.S. Advisors, Inc.ArlingtonFlat from $2,000
- Munoz GroupArlingtonHourly $595/hr, Monthly $1,000/mo
- Jade & Cowry LLCArlingtonHourly $500/hr, Monthly $525-$1,260/mo
- Clarity Financial PlanningArlingtonFlat $2,000, Annual $4,000-$20,000/yr
- Pacesetter Planning LLCArlingtonHourly $325/hr, Flat $1,000-$30,000
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.