Flatiron Wealth Advisors, LLC fees and pricing
Financial planner in Henrico, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 7, 2026, Flatiron Wealth Advisors, LLC charges $200-$500 an hour, a flat or project fee of $500-$5,000, and a monthly fee of $100-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$500/hr
“Any completed deliverables of the project will be provided to the Client and no further fees will be charged. ● Hourly Financial Planning - Financial Planning engagements are offered at the rate of $200 - $500 per hour.”
- Flat or project fee
- $500-$5,000
“Financial Planning ● Ongoing Financial Planning - Ongoing Financial Planning consists of an upfront charge of $500 - $5,000 which will be collected half up front and remaining due upon delivery of the financial plan.”
- Monthly fee
- $100-$2,000/mo
“Upon delivery 7 of the financial plan, our ongoing fee is paid monthly, in advance, at the rate of $100 - $2,000 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Flatiron Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Accounts initiated during a billing period will be charged a prorated fee based on the amount of time remaining in the billing period.”
- “After 5 days after the agreement has been signed, an account may be terminated with written notice at least 30 calendar days in advance.”
- “Since fees are paid in arrears, no refund will be needed upon termination of the account but any earned unpaid fee will be due from the client on a pro-rata basis upon termination.”
How Flatiron Wealth Advisors, LLC’s fees compare
- Its hourly rate of $200-$500 spans the Virginia median of $260. 72% of the 203 other Virginia planners that publish an hourly rate charge less.
- 2 of the 3 other planners in Henrico that publish an hourly rate charge less.
- 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.
About Flatiron Wealth Advisors, LLC
“Investment Management Investment Management is only available to clients who utilize Financial Planning Services.Our firm provides continuous advice to a Client regarding the investment of Client funds based on the individual needs of the Client.”
- Principal: Stephen Trojan
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- 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
- Highest asset based fee in brochure
- 0.9% a year
- Clients
- 9
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops
- Assets managed
- $2,673,762
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 318513
- Phone
- (720) 598-1020
Other planners in Henrico that publish fees
- Health & Wealth Works LLCHenrico$60/hr
- Impact Financial, LLCHenrico$300/hr, $1,250/qtr
- Virginia Investment Advisory, Inc.Henrico$400/hr
- 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
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.