Dudley Capital Management LLC fees
Financial planner in Middleburg, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Dudley Capital Management LLC (Middleburg, VA) charges up to $250 an hour and a flat or project fee of up to $5,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change.
- Hourly rate
- Up to $250/hr
Capped at $250, at or below the Virginia median of $300.
“Our hourly fee ranges up to $250 and our fixed fees may range up to $5,000, and in certain instances may exceed this limit where the services requested require more time and are complex in nature.”
- Flat or project fee
- Up to $5,000
Capped at $5,000, at or below the Virginia median of $5,188.
From the same sentence as above.
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
- Team size
- 3 employees
How Dudley Capital Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fee is billed quarterly in arrears based on the average daily balance of your account.”
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “If advanced fee paying arrangements are negotiated and we have received pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 97
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $292 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of April 28, 2026
- CRD number
- 282958 (opens in new tab)
- Phone
- (540) 687-4600
Registered or notice filed in 4 states: Delaware, New Hampshire, Texas, Virginia
Other planners in Middleburg that publish fees
- Phin WealthMiddleburgAnnual $5,000/yr
More planners in Virginia that publish fees
- Formynder Wealth Management, LLCFredericksburgHourly $200-$500/hr, Annual $2,400-$10,000/yr
- Taylor Hoffman Capital ManagementRichmondHourly $250-$500/hr
- Intentional-Growth Advisors LLCSuffolkHourly $200/hr, Monthly $150-$500/mo
- FNJ 3, LLCAlexandriaHourly $350/hr
- U.S. Advisors, Inc.ArlingtonFlat from $2,000
- Chase Investment Counsel CorporationCharlottesvilleHourly $500-$750/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.