Investment & Resource Planning fees and pricing
Financial planner in Falls Church, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 13, 2026, Investment & Resource Planning charges $200-$250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$250/hr
“Marson charges $250/hour for Divorce Planning and $200/hour for Financial Planning unless special arrangements have been made for seminar attendees, referrals or group contracts.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Investment & Resource Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Page 7 of 15 You will pay a quarterly account fee, in advance, based upon the market value of the assets held in your account as of the last business day of the preceding calendar quarter.”
- “If you terminate your account, the quarterly fee will be credited back to you on a pro-rata basis for the unused portion of the quarter.”
- “Fees are generally deducted directly from your account on a monthly or quarterly basis either in arrears or in advance, depending on the manager chosen.”
How Investment & Resource Planning’s fees compare
- Its hourly rate of $200-$250 is below the Virginia median of $260. 26% of the 203 other Virginia planners that publish an hourly rate charge less.
- 1 of the 4 other planners in Falls Church that publish an hourly rate charge less.
About Investment & Resource Planning
“The firm is owned 100% by DeborahMarson as of May 2022 and was established in March 1987 to provide clients with a wide variety of financial planning and investment advisory services to individuals, families and small businesses.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 1987 (39 years).
Planning areas mentioned in the brochure
- Divorce
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, selecting other advisers, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 117604
- Phone
- (703) 890-0410
Other planners in Falls Church that publish fees
- CJM Wealth Advisers, LTD.Falls Church$2,000-$10,000
- Cocozza Financial Planning, LTD.Falls Church$220/hr, $3,520
- Crescent Meridian Capital LLCFalls Church$150-$300/hr
- Neat Financial PlanningFalls Church$300/hr, $5,000
- Pov Wealth LLCFalls Church$250/hr, $250-$350/mo
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.