Family Ai! Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Our hourly rate is $500.”

Flat or project fee

$5,000⁠-⁠$10,000

“We charge an annual recurring fixed fee for Ongoing Financial Planning ranging from $5,000 to $10,000.”

Annual fee

$10,000/yr

“Our minimum annual fee is $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Family Ai! Financial bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The annual advisory fee is paid quarterly in arrears based on the average daily balance of the Client’s account(s).”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract. 7 Project-Based Financial Planning FAF charges either a fixed or hourly fee for Project-Based Financial Planning.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Family Ai! Financial’s fees compare

• Its hourly rate of $500 is above the Virginia median of $260. 92% of the 203 other Virginia planners that publish an hourly rate charge less.
• 4 of the 6 other planners in Fairfax that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$10,000 is above the Virginia median of $4,250. 74% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 4 of the 7 other planners in Fairfax that publish a flat or project fee charge less.
• Its annual fee of $10,000 is above the Virginia median of $6,350. 62% of the 55 other Virginia planners that publish an annual fee charge less.

About Family Ai! Financial

• Principal: Jason Su
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners

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

2% a year

Minimum

$10,000 minimum fee (stated in brochure)

Clients

7

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$12,580,066

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330689

Website

familyaifin.com (opens in new tab)

Phone

(202) 681-7202

Other planners in Fairfax that publish fees

• Aspect Partners, LLCFairfax$50,000
• Auburn Skies Financial AdvisorsFairfax$5,000
• Campion Asset Management, LLCFairfax$500/hr
• David N. Hainsworth, C.P.A., P.C.Fairfax$440/hr, $5,000⁠-⁠$11,200
• Halo Capital ManagementFairfax$300/hr, $2,000⁠-⁠$5,000
• Jason Howell CompanyFairfax$500/hr, $1,000⁠-⁠$25,000

Compare all 16 planners in Fairfax