Korving & Company LLC fees and pricing
Financial planner in Suffolk, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 20, 2026, Korving & Company LLC charges $250 an hour and a flat or project fee of $1,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“AND CONSULTING SERVICES (STAND-ALONE) Korving & Co.’s financial planning and consulting fees are negotiable but generally range from $1,500 to $10,000 on a fixed fee basis, or $250 on an hourly rate basis, depending upon the level and scope of the services required.”
- Flat or project fee
- $1,500-$10,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Korving & Company LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We generally require at least $250 to be paid in advance, with the remainder due upon completion of the engagement and delivery of the advice or financial plan.”
- “In the limited event that Korving & Co. bills the client directly, payment is due upon receipt of the invoice.”
- “Korving & Co. deducts fees or bills clients quarterly in advance, based on the market value of the assets on the last business day of the previous quarter or the beginning value of a new account.”
How Korving & Company LLC’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.
- 1 of the 2 other planners in Suffolk that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$10,000 spans the Virginia median of $4,250. 64% of the 168 other Virginia planners that publish a flat or project fee charge less.
About Korving & Company LLC
“If Korving & Co. determines in its sole discretion that a client is seeking or requires financial planning and consultation services that exceed the anticipated scope of the engagement, Korving & Co. may seek to provide those services to the client under the terms and conditions of a separate agreement.”
- Firm size: 3 employees.
- Founded: 2010 (16 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Equity compensation
- Insurance analysis
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
- 1.25% a year
- Clients
- 278
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $137,537,282
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 152095
- Phone
- (757) 638-5490
Can advise clients in 10 states: California, Florida, Georgia, North Carolina, Nebraska, New Hampshire, Pennsylvania, Tennessee, Texas, Virginia
Other planners in Suffolk that publish fees
- Intentional-Growth Advisors LLCSuffolk$200/hr, $150-$500/mo
- River Crescent Advisors, LLCSuffolk$300/hr
- 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
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.