Hopwood Financial Services, Inc. fees and pricing
Financial planner in Reston, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Hopwood Financial Services, Inc. charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Calculation of distributions, issuance of checks, special reports and other services, which are not routine investment management services, may be billed on an hourly basis at the then prevailing rates (current maximum of $250/hour).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hopwood Financial Services, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients choose from various allocations of equities, fixed income, and cash, and can impose reasonable restrictions on the Firm’s management of their accounts, which are mutually agreed upon in advance.”
- “For the beginning calendar quarter, fees will be adjusted pro-rata based upon the number of calendar days in the calendar quarter that the agreement was effective.”
- “All fees are to be billed and are due after services are rendered.”
How Hopwood Financial Services, Inc.’s fees compare
- Its hourly rate of $250 is below the Virginia median of $260. 30% of the 203 other Virginia planners that publish an hourly rate charge less.
- 4 of the 10 other planners in Reston that publish an hourly rate charge less.
About Hopwood Financial Services, Inc.
“We Are Hopwood Financial Services, Inc. (“the Firm”, “we,” “us,” “our”) is an independent, fee-only financial planning and investment management firm that provides a range of financial advisory services designed to assist clients in pursuing their financial goals, including long-term financial stability and…”
- Firm size: 11 employees.
- Credentials named in the brochure: CFP® and CFA.
- Registered as an adviser: 2003 (23 years).
Planning areas mentioned in the brochure
- Estate planning
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% a year
- Clients
- 283
- Employees
- 11
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $750,255,685
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 127927
- Phone
- (703) 787-0008
Can advise clients in 10 states: California, Colorado, District of Columbia, Florida, Massachusetts, Maryland, North Carolina, New Hampshire, Texas, Virginia
Other planners in Reston that publish fees
- Acorn Financial Advisory Services, Inc.Reston$175-$1,295/hr, $3,750
- Brighter Financial Capital Management, LLCReston$150/hr
- Buchanan Wealth ManagementReston$300/hr
- Grey Kirwan FinancialReston$400/hr, $20,000
- Guidepoint Financial PlanningReston$1,000, $300-$600/mo
- Kaplan Wealth Management, Inc.Reston$150-$250/hr
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.