Independent Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Additional state returns will be completed at an hourly rate of $200/hr.”

Flat or project fee

$3,000

“Our rate is $3,000 for the initial plan.”

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

How Independent Financial Planning bills

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

• “Fees are to be paid by check or teller’s draft from US-based financial institutions.”
• “Investment supervisory services accounts are assessed an annualized asset-based fee that is paid quarterly, in arrears, per the following table.”
• “Our valuation assessment will remain the same as described above, and the client’s direct payment must be received by our firm within 15 days of our invoice.”

How Independent Financial Planning’s fees compare

• Its hourly rate of $200 is below the Virginia median of $260. 15% of the 203 other Virginia planners that publish an hourly rate charge less.
• None of the 2 other planners in Great Falls that publish an hourly rate charge less.
• Its flat or project fee of $3,000 is below the Virginia median of $4,250. 37% of the 168 other Virginia planners that publish a flat or project fee charge less.

About Independent Financial Planning

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2014 (12 years).

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

0.4% a year

Clients

212

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops

Assets managed

$45,636,729

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

173917

Website

ifpinvesting.com (opens in new tab)

Phone

(571) 969-1458

Other planners in Great Falls that publish fees

• Locke Asset ManagementGreat Falls$240/hr, $400/qtr
• Potomac Wealth Management LLCGreat Falls$200/hr
• Trio Wealth Management, LLCGreat Falls$250⁠-⁠$10,000
• 8TH Street Investments, LLCAlexandria$250⁠-⁠$500/hr, $2,000⁠-⁠$7,000
• Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
• Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr

Compare all 5 planners in Great Falls