Halo Capital Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Fees for consultation services are offered on an hourly fee of $300 per hour.”

Flat or project fee

$2,000⁠-⁠$5,000

“Fees for a full financial plan are offered on a flat fee basis from $2,000 to $5,000.”

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

How Halo Capital Management bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of each quarter.”
• “If margin is utilized, the fees will be billed based on the net asset value of the account.”
• “Clients may terminate their account within five business days of signing the Investment Advisory Agreement for a full refund.”

How Halo Capital Management’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.
• 1 of the 6 other planners in Fairfax that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$5,000 spans the Virginia median of $4,250. 42% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 1 of the 7 other planners in Fairfax that publish a flat or project fee charge less.

About Halo Capital Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

53

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services

Assets managed

$55,045,575

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

154898

Website

halocap.com (opens in new tab)

Phone

(703) 873-7591

Can advise clients in 2 states: Maryland, Virginia

Other planners in Fairfax that publish fees

• Aspect Partners, LLCFairfax$50,000
• Auburn Skies Financial AdvisorsFairfax$5,000
• Campion Asset Management, LLCFairfax$500/hr
• David N. Hainsworth, C.P.A., P.C.Fairfax$440/hr, $5,000⁠-⁠$11,200
• Family Ai! FinancialFairfax$500/hr, $5,000⁠-⁠$10,000
• Jason Howell CompanyFairfax$500/hr, $1,000⁠-⁠$25,000

Compare all 16 planners in Fairfax