Fi-Nancial Planner LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$425/hr

“The fee includes a flat fee of $425 plus an hourly rate of $425 per hour and will be agreed upon before the start of any work.”

Flat or project fee

$1,500

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1,500.00 and an ongoing fee that is paid monthly, in advance, at the rate of $750-$1,250 per month, depending on the complexity and needs of the client.”

Monthly fee

$750⁠-⁠$1,250/mo

From the same sentence as above.

Quarterly fee

$312/qtr

“For clients with less than $250,000 in assets under management, they will be charged a flat fee of $1,250 per year ($312.50 per quarter).”

Annual fee

$1,250/yr

From the same sentence as above.

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

How Fi-Nancial Planner LLC bills

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

• “They will be pro-rated and paid in arrears on a quarterly basis.”
• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check or electronic debit.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Fi-Nancial Planner LLC’s fees compare

• Its hourly rate of $425 is above the Virginia median of $260. 89% of the 203 other Virginia planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the Virginia median of $4,250. 15% of the 168 other Virginia planners that publish a flat or project fee charge less.
• Its annual fee of $1,250 is below the Virginia median of $6,350. 13% of the 55 other Virginia planners that publish an annual fee charge less.

About Fi-Nancial Planner LLC

• Principal: Daniel Kenny
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

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

0.5% a year

Clients

44

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$22,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

299675

Phone

(571) 207-5071

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

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