Financial Advisors of Virginia fees and pricing

Financial planner in Midlothian, Virginia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 11, 2026, Financial Advisors of Virginia charges $50 an hour for financial planning.

Published fees

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

Hourly rate: $50/hr; “Type of Work Services Included Hourly Charge Clerical Copying, filing, phone, etc. $50 Professional All services provided by the firm’s IARs $150 - 2Financial Advisors of Virginia Fee Billing Investment management fees are billed quarterly, in arrears, meaning that we invoice you after the three-month billing…”

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

“Payment in full is expected upon invoice presentation.”
“Clients may also elect to pay by check, if that is more convenient.”
“Fees for financial plans are billed and payable by check upon delivery of the financial plan.”

Its hourly rate of $50 is below the Virginia median of $260. None of the 203 other Virginia planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 1998 (28 years).

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: 1.5% a year
Clients: 38
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: $56,044,564
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 118869
Phone: (804) 320-9780

Is something on this page wrong or out of date?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.