Firstfruits Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“Fixed fee rates range from $500 to $5,000.”

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

How Firstfruits Wealth Management bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Our annual fee for Wealth Management Services is based on a percentage of assets under management and is negotiable.”
• “If the calculated asset-based fee is less than $1,200 for the quarter, we will invoice the Client for the difference between the calculated fee and the minimum fee.”

How Firstfruits Wealth Management’s fees compare

• Its flat or project fee of $500-$5,000 spans the Virginia median of $4,250. 29% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 3 of the 15 other planners in Richmond that publish a flat or project fee charge less.

About Firstfruits Wealth Management

• Principal: Josiah Martin
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$4,800 minimum fee (stated in brochure)

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

341241

Website

youtube.com/@josiah.martin (opens in new tab)

Phone

(804) 972-4239

Other planners in Richmond that publish fees

• Alexis AdvisorsRichmond$150⁠-⁠$350/hr
• Ark Financial Strategies LLCRichmond$2,000⁠-⁠$10,000
• Beale Healy Investment Advisors IncRichmond$100⁠-⁠$225/hr
• Bonwell Capital Management, LLCRichmond$250/hr, $250⁠-⁠$50,000
• Covenant Wealth AdvisorsRichmond$300/hr, $2,000⁠-⁠$30,000
• EvoadvisorsRichmond$10,000/yr

Compare all 42 planners in Richmond