Glassman Wealth Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 22, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$10,000

“GWS’ negotiable financial planning and consulting fees generally range between $500 and $10,000 on a fixed-fee basis subject to the terms and conditions of the Financial Planning and Consulting Agreement, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

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

How Glassman Wealth Services, LLC bills

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

• “In the limited event that GWS bills the client directly, payment is due upon receipt of GWS’ invoice.”

How Glassman Wealth Services, LLC’s fees compare

• Its flat or project fee of $500-$10,000 spans the Virginia median of $4,250. 57% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 2 of the 6 other planners in Vienna that publish a flat or project fee charge less.

About Glassman Wealth Services, LLC

• Firm size: 21 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2009 (17 years).

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

$20,000 in assets (stated in brochure)

Clients

359

Employees

21

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, and selecting other advisers

Assets managed

$2,556,853,431

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

151478

Website

facebook.com/glassmanwealth (opens in new tab)

Phone

(703) 534-4444

Can advise clients in 17 states: California, Connecticut, District of Columbia, Florida, Illinois, Massachusetts, Maryland, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Texas, Utah, Virginia, Vermont

Other planners in Vienna that publish fees

• Allegiance Financial GroupVienna$300⁠-⁠$600/hr, $1,000⁠-⁠$100,000/yr
• Alphaplus Wealth Management LLCVienna$595/hr
• B.g. Kaserman & Associates L.L.C.Vienna$500
• Birch Street Financial AdvisorsVienna$350⁠-⁠$450/hr, $1,500
• Capitol Private Wealth Group LLCVienna$350/hr, $10,000
• Discovery Wealth Planning LLCVienna$395/hr, $7,800⁠-⁠$9,900/yr

Compare all 18 planners in Vienna