Investment Leadership, LLC fees and pricing
Financial planner in Forest, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 6, 2026, Investment Leadership, LLC charges $275 an hour and a flat or project fee of $2,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $275/hr
“The hourly charge is $275 per hour.”
- Flat or project fee
- $2,000-$15,000
“Fixed fee rates vary from $2,000 to $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Investment Leadership, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Payment is due within 30 days of the billing invoice.”
- “Fees incurred by Investment Leadership for research, materials, software, mailing, shipping, other expenses customarily outside the costs of normal business operations, or hiring of outside consultants, attorneys, or CPA’s will be passed on and billed at cost.”
- “Fees are negotiable and will depend on the anticipated complexity of your plan.”
How Investment Leadership, LLC’s fees compare
- Its hourly rate of $275 is above the Virginia median of $260. 51% of the 203 other Virginia planners that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$15,000 spans the Virginia median of $4,250. 79% of the 168 other Virginia planners that publish a flat or project fee charge less.
About Investment Leadership, LLC
“Investment Leadership provides personalized investment management, financial planning services and consulting services. The firm provides financial advice to individuals, trusts, foundations, endowments and corporations.”
- Firm size: 4 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2013 (13 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
- 1% a year
- Clients
- 122
- Employees
- 4
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $86,372,025
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 167352
- Phone
- (434) 525-5250
Other planners in Virginia that publish fees
- 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
- Acorn Financial Advisory Services, Inc.Reston$175-$1,295/hr, $3,750
- Activ8 Family Office LLCMclean$400/hr, $2,500-$100,000
- Acts Financial AdvisorsMclean$450/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.