Groom Financial Advisory fees and pricing
Financial planner in Virginia Beach, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 25, 2026, Groom Financial Advisory charges $180 an hour, a quarterly fee of $375, and an annual fee of $1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $180/hr
“Fees for Financial Planning are $180 per hour.”
- Quarterly fee
- $375/qtr
“The minimum fee is $375 per quarter ($1,500 per year.) At termination, fees will be billed on a pro rata basis for the portion of the quarter completed.”
- Annual fee
- $1,500/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Groom Financial Advisory bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Hourly fees are billed in six (6) minute increments.”
- “Projects spanning more than three months will be billed quarterly.”
- “Fees are not collected for services to be provided more than 6 months in advance.”
How Groom Financial Advisory’s fees compare
- Its hourly rate of $180 is below the Virginia median of $260. 14% of the 203 other Virginia planners that publish an hourly rate charge less.
- None of the 6 other planners in Virginia Beach that publish an hourly rate charge less.
- Its annual fee of $1,500 is below the Virginia median of $6,350. 15% of the 55 other Virginia planners that publish an annual fee charge less.
- None of the 5 other planners in Virginia Beach that publish an annual fee charge less.
About Groom Financial Advisory
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Founded: 2004 (22 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $375 minimum fee (stated in brochure)
- Clients
- 58
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $97,500,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 129076
- Phone
- (757) 689-8866
Other planners in Virginia Beach that publish fees
- Altura Wealth AdvisorsVirginia Beach$4,000-$25,000, $350-$2,500/mo
- Bay Capital Advisors, LLCVirginia Beach$500/hr, $3,500-$10,000
- Beacon Harbor Wealth AdvisorsVirginia Beach$300/hr, $1,000-$50,000
- Bellars Harris Wealth ManagementVirginia Beach$5,000-$25,000
- Compton Wealth Advisory Group, LLCVirginia Beach$150-$450/hr
- Cook Financial Designs, Inc.Virginia Beach$4,000-$40,000/yr
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.