Green View Advisors LLC fees and pricing

Published fees

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

Hourly rate

$300/hr

“A rate of $300 per hour is charged for both hourly and a fixed fee financial plan.”

Flat or project fee

$2,750⁠-⁠$4,000

“Clients who sign up for a financial plan pay a fixed fee quoted in advance in a range of $2,750 to $4,000.”

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

How Green View Advisors LLC bills

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

• “The balance is due upon delivery of the final analysis and recommendations.”
• “Advance Fees GVA charges in advance for its services.”
• “For financial planning clients and hourly clients, a refund of all unearned fees will be provided within 10 business days including the first three hours if unearned.”

How Green View Advisors LLC’s fees compare

• Its hourly rate of $300 matches the Maryland median of $300. 42% of the 156 other Maryland planners that publish an hourly rate charge less.
• 2 of the 5 other planners in Chevy Chase that publish an hourly rate charge less.
• Its flat or project fee of $2,750-$4,000 is below the Maryland median of $4,335. 43% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Chevy Chase that publish a flat or project fee charge less.

About Green View Advisors LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2008 (18 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

2% a year

Clients

18

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$25,205,241

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

148082

Website

greenviewadvisors.com (opens in new tab)

Phone

(301) 655-4970

Can advise clients in 3 states: Maryland, New Hampshire, Vermont

Other planners in Chevy Chase that publish fees

• Binnacle Financial Group LLCChevy Chase$400/hr
• Inaltis Capital Management, LLCChevy Chase$165/hr
• Intervest LTDChevy Chase$400/hr, $4,000/yr
• Peakstone Financial AdvisorsChevy Chase$1,500/yr
• Personal Financial PartnersChevy Chase$5,000, $5,000/yr
• Tritonpoint Partners, LLCChevy Chase$350/hr, $2,500⁠-⁠$10,000

Compare all 12 planners in Chevy Chase