King George Capital MGMT, Inc. fees and pricing
Financial planner in King George, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 11, 2026, King George Capital MGMT, Inc. charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Fees for financial planning services are negotiable but generally are $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How King George Capital MGMT, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Any fees collected in advance of a financial planning assignment will be refunded on a pro-rata basis should that assignment be terminated before completion with a two week written notice of termination.”
- “Should either one of us terminate the advisory agreement we have entered into before the end of a billing period, any fees due would be calculated on a pro-rata basis up to the date of effective termination.”
- “We may require one-half of any financial planning fees be payable upon entering the written agreement.”
How King George Capital MGMT, Inc.’s fees compare
- Its hourly rate of $250 is below the Virginia median of $260. 30% of the 203 other Virginia planners that publish an hourly rate charge less.
About King George Capital MGMT, Inc.
“If you have less than $100,000 to invest we may offer investment planning services for a fee. We may provide financial planning services as well.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 1997 (29 years).
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
- Clients
- 56
- 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
- $40,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 115430
- Phone
- (540) 775-3254
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.