PlannerFees

Lifelaidout LLC fees and pricing

Financial planner in Vienna, Virginia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 26, 2026, Lifelaidout LLC charges $500 an hour, a flat or project fee of $6,000, and an annual fee of $6,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$500/hr
“The refund or additional amount due will be calculated based on an hourly rate of $500/hour. 15”
Flat or project fee
$6,000
“Individual Client with Assets < $400,000 An individual client subject to the minimum Comprehensive Financial Planning Fee of $6,000, and assets to be managed by lifelaidout of $350,000 would have the following fees:”
Annual fee
$6,000/yr
“The fee ranges from $6,000 to $50,000, subject to minimum annual fees of $6,000 for individuals, $8,000 for couples, and $10,000 for small business owners.”

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

How Lifelaidout LLC bills

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

  • “Fees could be negotiable based on factors, such as the complexity of the client’s financial situation or total assets under management.”
  • “The fee for our Comprehensive Financial Planning services is an annual fee paid monthly or quarterly in advance, upon invoice issued to the client.”
  • “Fees could be negotiable in some circumstances.”

How Lifelaidout LLC’s fees compare

  • Its hourly rate of $500 is above the Virginia median of $260. 92% of the 203 other Virginia planners that publish an hourly rate charge less.
  • 7 of the 8 other planners in Vienna that publish an hourly rate charge less.
  • Its flat or project fee of $6,000 is above the Virginia median of $4,250. 67% of the 168 other Virginia planners that publish a flat or project fee charge less.
  • 3 of the 6 other planners in Vienna that publish a flat or project fee charge less.
  • Its annual fee of $6,000 is below the Virginia median of $6,350. 45% of the 55 other Virginia planners that publish an annual fee charge less.
  • None of the 3 other planners in Vienna that publish an annual fee charge less.

About Lifelaidout LLC

“We offer Comprehensive Financial Planning, Project-Based Financial Planning, and Investment Management services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Roger Ma
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting

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
Minimum
$6,000 minimum fee (stated in brochure)
Clients
6
Employees
1
Works with
High net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed
$28,572,112
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
332992
Website
lifelaidout.com (opens in new tab)
Phone
(412) 334-3748

Other planners in Vienna that publish fees

Compare all 18 planners in Vienna

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.