Iconic Wealth Management fees and pricing
Financial planner in Alexandria, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Iconic Wealth Management charges a flat or project fee of $1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500
“Should a client choose not to participate in the Discretionary Investment Management Services offered through Iconic Wealth Management, Financial Plans are offered for a flat fee of $1,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Iconic Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid monthly in arrears, and clients may terminate their account with three days written notice.”
- “Because fees are charged in arrears, no refund policy is necessary.”
- “Clients may terminate their accounts without penalty, for full refund, within 5 business days of signing the advisory contract.”
How Iconic Wealth Management’s fees compare
- Its flat or project fee of $1,500 is below the Virginia median of $4,250. 15% of the 168 other Virginia planners that publish a flat or project fee charge less.
- 4 of the 14 other planners in Alexandria that publish a flat or project fee charge less.
About Iconic Wealth Management
“Iconic Wealth Management LLC offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. Iconic Wealth Management LLC works with Riskalyze to evaluate client risk comfort in order to develop portfolio recommendations.”
- Firm size: 2 employees.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Divorce
Firm details from Form ADV
- How the firm is paid
- 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
- 14
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $18,609,247
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 287846
- Phone
- (703) 891-9518
Other planners in Alexandria that publish fees
- 8TH Street Investments, LLCAlexandria$250-$500/hr, $2,000-$7,000
- American Executive Advisors, LLCAlexandria$250/hr, $500-$10,000
- Core Fiduciary AdvisorsAlexandria$250/hr, $350
- Craftwork Capital LLCAlexandria$500-$8,000
- D'agaro Financial Advisory LLCAlexandria$225/hr, $1,500-$2,250
- Fischer Wealth Advisors, LLCAlexandria$150/hr, $800
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.