G, G, & M Financial Goals fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Planning fees are $300 on an hourly rate, minimum of two hours.”

Flat or project fee

$1,500⁠-⁠$10,000

“Our consulting fees are negotiable, but generally range from $1,500 to $10,000 on a fixed fee basis and/or $300 on an hourly rate basis, depending upon the level and scope of the services.”

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

How G, G, & M Financial Goals bills

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

• “For investment management services, planning services and consulting services, the client is billed directly, vice charging the individuals account.”
• “All fees are negotiable at our sole discretion.”
• “All fees are negotiable at our sole discretion.”

How G, G, & M Financial Goals’ fees compare

• Its hourly rate of $300 is above the Virginia median of $260. 53% of the 203 other Virginia planners that publish an hourly rate charge less.
• 6 of the 9 other planners in Alexandria that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the Virginia median of $4,250. 64% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 10 of the 14 other planners in Alexandria that publish a flat or project fee charge less.

About G, G, & M Financial Goals

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2013 (13 years).

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

Clients

10

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$14,707,400

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

117731

Phone

(703) 549-5208

Other planners in Alexandria that publish fees

• 8TH Street Investments, LLCAlexandria$250⁠-⁠$500/hr, $2,000⁠-⁠$7,000
• American Executive Advisors, LLCAlexandria$250/hr, $500⁠-⁠$10,000
• Core Fiduciary AdvisorsAlexandria$250/hr, $350
• Craftwork Capital LLCAlexandria$500⁠-⁠$8,000
• D'agaro Financial Advisory LLCAlexandria$225/hr, $1,500⁠-⁠$2,250
• Fischer Wealth Advisors, LLCAlexandria$150/hr, $800

Compare all 24 planners in Alexandria