Financial Solutions fees and pricing
Financial planner in Onancock, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Financial Solutions charges a flat or project fee of $4,200-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $4,200-$25,000
“More complex, comprehensive plans may range from $4200 to $25,000 or more.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Solutions bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Billing Annual retainer and AUM fees are billed quarterly in advance, meaning that we invoice the client before the three-month billing period has begun.”
- “Payment in full is expected within 15 days upon invoice presentation.”
- “The client must consent in advance to direct debiting of their investment account.”
How Financial Solutions’ fees compare
- Its flat or project fee of $4,200-$25,000 spans the Virginia median of $4,250. 90% of the 168 other Virginia planners that publish a flat or project fee charge less.
About Financial Solutions
“Financial Solutions provides personalized, confidential financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides investment advice as an integral part of financial planning.”
- Principal: John W. Fiege
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: EA.
- Registered as an adviser: 2003 (23 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
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
- Clients
- 84
- Employees
- 1
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, newsletters and publications, and educational seminars and workshops
- Assets managed
- $64,686,606
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 124320
- Phone
- (757) 699-1968
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.