Glover Park Wealth Management, LLC fees and pricing
Financial planner in Arlington, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 23, 2026, Glover Park Wealth Management, LLC charges $300 an hour and a flat or project fee of $2,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Hourly engagements are billed at a rate of $300 per hour.”
- Flat or project fee
- $2,500-$5,000
“Fixed engagement fees typically range from $2,500 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Glover Park Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees are negotiable and are based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
How Glover Park Wealth Management, LLC’s 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.
- 9 of the 16 other planners in Arlington that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$5,000 spans the Virginia median of $4,250. 46% of the 168 other Virginia planners that publish a flat or project fee charge less.
- 5 of the 9 other planners in Arlington that publish a flat or project fee charge less.
About Glover Park Wealth Management, LLC
“Glover Park offers investment advisory services to: individuals, high net worth individuals, trusts, estates, corporations, and retirement plans (each referred to as a “Client”). Investment Management Services Glover Park provides customized wealth management solutions for its Clients.”
- Firm size: 3 employees.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Charitable giving
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
- 1.25% a year
- Clients
- 162
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $144,252,021
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 309793
- Phone
- (202) 926-3636
Can advise clients in 4 states: District of Columbia, Louisiana, Maryland, Virginia
Other planners in Arlington that publish fees
- Arlington Wealth Planning, LLCArlington$289/hr, $6,128-$10,128
- Astra Investment AdvisersArlington$100/hr
- Braswell Capital, LLCArlington$30-$50/hr
- Clarity Financial PlanningArlington$500, $4,000-$20,000/yr
- Cope ConnellyArlington$99-$25,000
- Coretegic Capital, LLCArlington$400/hr, $500
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.