Histor Investing, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The fee is $300 per hour.”

Flat or project fee

$7,500

“Total Client Assets Financial Planning Analysis Fee Less than $5,000,000 $7,500.00 Less than $10,000,000 $10,000.00 Over $10,000,000 Custom Fee Should projects require invoicing, fees are billed monthly in arrears (with clients billed on the first and/or fifteenth of the month for the previous month’s work).”

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

How Histor Investing, LLC bills

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

• “Engagement as an investment adviser is concluded upon delivery of the financial plan or advice to a client unless the relationship agreement states that HistorInvesting is retained for future services.”
• “Clients who elect non-discretionary portfolio management may be billed directly for fees incurred or, with clients’ preference and direction, fees may be deducted from clients’ investment accounts.”
• “For direct billing, after an initial deposit, fees are billed monthly or quarterly in arrears.”

How Histor Investing, 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.
• 5 of the 9 other planners in Williamsburg that publish an hourly rate charge less.
• Its flat or project fee of $7,500 is above the Virginia median of $4,250. 74% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 6 of the 8 other planners in Williamsburg that publish a flat or project fee charge less.

About Histor Investing, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2007 (19 years).

Planning areas mentioned in the brochure

• College planning
• Business owners
• 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

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

16

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, newsletters and publications, educational seminars and workshops, and other services

Assets managed

$28,552,517

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

156866

Website

historcompanies.com (opens in new tab)

Phone

(757) 808-5153

Other planners in Williamsburg that publish fees

• B Hive Financial, LLCWilliamsburg$250/hr, $200⁠-⁠$2,000
• Bay Rivers Group Wealth PartnersWilliamsburg$250⁠-⁠$500/hr, $500⁠-⁠$5,000
• Beacon Freedom Advisory, LLCWilliamsburg$350/hr, $2,000⁠-⁠$3,500
• Blue Rock Financial Services, Inc.Williamsburg$200/hr
• Capitol Landing WealthWilliamsburg$250⁠-⁠$500/hr, $1,500⁠-⁠$10,000
• Dominguez Wealth Management Solutions, Inc.Williamsburg$225/hr

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