Ltplanners fees and pricing
Financial planner in Virginia Beach, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 31, 2026, Ltplanners charges a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000
“The minimum fee is $1500, and the maximum fixed fee is $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ltplanners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our annual fee is prorated and charged monthly in arrears, based on the average daily balance of the account.”
- “The fee is considered earned upon completion and delivery of the financial plan reports or analysis of agreed upon consulting services.”
- “If there is a remaining balance of any fees paid in advance after deducting fees from the final invoice, those remaining proceeds will be refunded to the Client.”
How Ltplanners’ fees compare
- Its flat or project fee of $5,000 is above the Virginia median of $4,250. 54% of the 168 other Virginia planners that publish a flat or project fee charge less.
- 2 of the 9 other planners in Virginia Beach that publish a flat or project fee charge less.
About Ltplanners
“Our Firm offers a variety of advisory services, which include discretionary and non-discretionary investment management, financial planning, consulting services and assets under advisement, independent third-party money management, and retirement services.”
- Firm size: 2 employees.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Divorce
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Minimum
- $250,000 in assets (stated in brochure)
- Employees
- 2
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 343517
- Phone
- (757) 618-6040
Other planners in Virginia Beach that publish fees
- Altura Wealth AdvisorsVirginia Beach$4,000-$25,000, $350-$2,500/mo
- Bay Capital Advisors, LLCVirginia Beach$500/hr, $3,500-$10,000
- Beacon Harbor Wealth AdvisorsVirginia Beach$300/hr, $1,000-$50,000
- Bellars Harris Wealth ManagementVirginia Beach$5,000-$25,000
- Compton Wealth Advisory Group, LLCVirginia Beach$150-$450/hr
- Cook Financial Designs, Inc.Virginia Beach$4,000-$40,000/yr
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.