East West Investment Advisors, LLC fees and pricing
Financial planner in Kinsale, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, East West Investment Advisors, LLC charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Services are available based on an hourly rate, generally $350 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How East West Investment Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are asset-based management fees that are charged quarterly, in arrears, based on the market value of a client’s assets under management at 6 the end of the calendar quarter.”
- “In the event the client terminates the advisory relationship, our investment management fee is prorated through the effective date of termination.”
- “Advisory fees payable to us do not include all the fees you will pay when we purchase or sell securities for your account(s).”
How East West Investment Advisors, LLC’s fees compare
- Its hourly rate of $350 is above the Virginia median of $260. 72% of the 203 other Virginia planners that publish an hourly rate charge less.
About East West Investment Advisors, LLC
“East West provides Investment Advisory Services and Financial Planning to individuals, high net worth clients and charitable organizations.”
- Firm size: 2 employees.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Charitable giving
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
- 1.5% a year
- Clients
- 47
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $95,387,902
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 159038
- Phone
- 703-883-0770 X208
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.