Lodestar Financial Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“LFM may in rare circumstances charge a $200 hourly fee instead of a flat-fee.”

Annual fee

$4,000⁠-⁠$25,000/yr

“Open Engagement Annual fee ranges from $4,000 to $25,000.”

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

How Lodestar Financial Management, LLC bills

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

• “Fees are calculated and quoted in annual terms and payable quarterly, in advance.”
• “Fees are always disclosed in advance of entering a client agreement.”
• “Fees may be recalculated at the contract anniversary and communicated in advance of rollover.”

How Lodestar Financial Management, LLC’s fees compare

• Its hourly rate of $200 is below the Virginia median of $260. 15% of the 203 other Virginia planners that publish an hourly rate charge less.
• 3 of the 16 other planners in Arlington that publish an hourly rate charge less.
• Its annual fee of $4,000-$25,000 spans the Virginia median of $6,350. 82% of the 55 other Virginia planners that publish an annual fee charge less.
• 5 of the 6 other planners in Arlington that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Lodestar Financial Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2010 (16 years).

Planning areas mentioned in the brochure

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

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Clients

21

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$48,600,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

155689

Website

lodestarfm.com (opens in new tab)

Phone

(571) 249-5536

Other planners in Arlington that publish fees

• Arlington Wealth Planning, LLCArlington$289/hr, $6,128⁠-⁠$10,128
• Astra Investment AdvisersArlington$100/hr
• Braswell Capital, LLCArlington$30⁠-⁠$50/hr
• Clarity Financial PlanningArlington$500, $4,000⁠-⁠$20,000/yr
• Cope ConnellyArlington$99⁠-⁠$25,000
• Coretegic Capital, LLCArlington$400/hr, $500

Compare all 26 planners in Arlington