Dominguez Wealth Management Solutions, Inc. fees and pricing
Financial planner in Williamsburg, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, Dominguez Wealth Management Solutions, Inc. charges $225 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $225/hr
“The balance is due upon completion of the plan. 8 CONSULTING FEES Our Consulting Services fees are calculated and charged on an hourly basis at a rate of $225 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Dominguez Wealth Management Solutions, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm’s fees are billed on a pro-rata basis quarterly in arrears based on the value of your account on the last day of the previous quarter.”
- “Typically, these fees are debited directly from client accounts quarterly in arrears based upon the value (market value or fair market value in the absence of market value) of the account as of the last day of the quarter.”
- “In some circumstances, the client may elect to be billed directly for portfolio management services rendered.”
How Dominguez Wealth Management Solutions, Inc.’s fees compare
- Its hourly rate of $225 is below the Virginia median of $260. 26% of the 203 other Virginia planners that publish an hourly rate charge less.
- 1 of the 9 other planners in Williamsburg that publish an hourly rate charge less.
About Dominguez Wealth Management Solutions, Inc.
- Firm size: 2 employees.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Cash flow and budgeting
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
- 1.25% a year
- Clients
- 192
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $213,124,091
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 173083
- Phone
- (757) 645-9252
Can advise clients in 6 states: Florida, North Carolina, Nebraska, Pennsylvania, Texas, Virginia
Other planners in Williamsburg that publish fees
- B Hive Financial, LLCWilliamsburg$250/hr, $200-$2,000
- Bay Rivers Group Wealth PartnersWilliamsburg$250-$500/hr, $500-$5,000
- Beacon Freedom Advisory, LLCWilliamsburg$350/hr, $2,000-$3,500
- Blue Rock Financial Services, Inc.Williamsburg$200/hr
- Capitol Landing WealthWilliamsburg$250-$500/hr, $1,500-$10,000
- Foundations Financial Planning, LLCWilliamsburg$250/hr, $2,250
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.