Houlihan Financial Resource Group, LTD. fees and pricing

Financial planner in Ashburn, Virginia. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 24, 2026, Houlihan Financial Resource Group, LTD. charges $125 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $125/hr; “Fees range from $125 per hour to $400 per hour, depending upon the staff member performing the work.”

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

“Fees for financial planning will be billed to each client unless the client engages HFRG for asset management services.”
“If a client becomes a client during a quarter, that client will pay a management fee for the number of days left in that quarter.”

Its hourly rate of $125 is below the Virginia median of $260. 5% of the 203 other Virginia planners that publish an hourly rate charge less.
None of the 5 other planners in Ashburn that publish an hourly rate charge less.

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
Clients: 171
Employees: 4
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $357,188,973
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 116670
Website: linkedin.com/company/houlihan-financial-resource-group-ltd (opens in new tab)
Phone: (703) 796-0800

Is something on this page wrong or out of date?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.