Financial Advisor for You, LLC fees and pricing
Financial planner in Washington, District of Columbia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Financial Advisor for You, LLC charges $275 an hour and a flat or project fee of $1,500-$2,500 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
- $275/hr
“Hourly consultations fees are $275/hour.”
- Flat or project fee
- $1,500-$2,500
“The fee for comprehensive financial planning services is a fixed fee that can range between $1,500 and $2,500, depending on the complexity of the client’s circumstances and planning services required.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Advisor for You, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fifty percent of the fee is payable when the financial documents are delivered in order to prepare the written analysis and recommendations and the remaining fifty percent is payable with the delivery of the analysis and recommended plan.”
- “Fees are negotiable depending upon the specific client’s situation.”
- “If FAFY does not perform the personal financial planning services or seminar services agreed upon, FAFY will refund the fees paid under the signed client contract.”
How Financial Advisor for You, LLC’s fees compare
- Its hourly rate of $275 is below the District of Columbia median of $298. 18% of the 11 other District of Columbia planners that publish an hourly rate charge less.
- 2 of the 10 other planners in Washington that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$2,500 is below the District of Columbia median of $4,750. 20% of the 10 other District of Columbia planners that publish a flat or project fee charge less.
- 1 of the 9 other planners in Washington that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Financial Advisor for You, LLC
“FAFY’s revenues involve providing comprehensive financial planning advice (including retirement planning), in which investment advice is one component of the entire financial situation assessment.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Founded: 2014 (12 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 168
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 173815
- Phone
- (202) 257-6499
Can advise clients in 3 states: District of Columbia, Maryland, Virginia
Other planners in Washington that publish fees
- Bryspen, IncorporatedWashington$375-$575/hr, $3,750-$5,750
- Burkholder & Associates, LLCWashington$150-$400/hr, $5,000-$50,000
- Holistic PlannersWashington$250/hr, $500-$25,000
- IllumintWashington$550/hr, $1,499
- Katz-Moses Financial LLCWashington$300/hr, Up to $10,000
- Mabery Consulting, LLCWashington$250/hr, $4,500-$5,500
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.