PlannerFees

Formynder Wealth Management, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated May 11, 2026, Formynder Wealth Management, LLC charges $200⁠-⁠$500 an hour, a flat or project fee of $2,400⁠-⁠$10,000, and an annual fee of $2,400⁠-⁠$10,000 for financial planning.

Published fees

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

Hourly rate
$200⁠-⁠$500/hr
“Client Type Annual Fee Invoiced Monthly in Arrears One Client, low complexity Two Clients, high complexity $2,400.00 $7,200.00 $200.00 $600.00 Project-Based Financial Planning We offer project-based financial planning engagements ranging between $200 - $500 per hour.”
Flat or project fee
$2,400⁠-⁠$10,000
“The annual flat investment advisory fee ranges from $2,400 to $10,000 depending on client complexity (see “Client Complexity” below).”
Annual fee
$2,400⁠-⁠$10,000/yr
“The annual fee ranges from $2,400 to $10,000, depending on the complexity of the Client’s financial situation (see “Client Complexity” below).”

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

How Formynder Wealth Management, LLC bills

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

  • “Fees may be negotiable at the sole discretion of FWM.”
  • “Comprehensive financial planning is included as part of the investment advisory engagement and is not billed separately.”
  • “Clients will initially be billed through Monthly Direct Billing as described below.”

How Formynder Wealth Management, 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 2 other planners in Fredericksburg that publish an hourly rate charge less.
  • Its flat or project fee of $2,400-$10,000 spans the Virginia median of $4,250. 70% of the 168 other Virginia planners that publish a flat or project fee charge less.
  • 2 of the 2 other planners in Fredericksburg that publish a flat or project fee charge less.
  • Its annual fee of $2,400-$10,000 spans the Virginia median of $6,350. 49% of the 55 other Virginia planners that publish an annual fee charge less.

About Formynder Wealth Management, LLC

“We offer financial planning consultations to evaluate a client’s financial situation, goals, and risk tolerance.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Omen Quelvog
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CPA, ChFC®, and CFA.
  • Registered as an adviser: 2025.

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • Equity compensation
  • 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
1% a year
Minimum
No minimum stated in brochure
Clients
8
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$215,825
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
335858
Website
podcasts.apple.com/us/podcast/fiscal-foxhole/id1847827674 (opens in new tab)
Phone
(540) 360-3572

Other planners in Fredericksburg that publish fees

Compare all 4 planners in Fredericksburg

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.