Lynchburg Wealth Management fees and pricing
Financial planner in Lynchburg, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 16, 2026, Lynchburg Wealth Management charges a flat or project fee of $1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500
“For returning financial planning clients, we offer a “Financial Check-up” (limited one-time evaluation), which involves receiving a brief written summary describing the highlights of their current situation and builds off previous “Financial Planning Engagements.” This service will be assessed a $1,500 fee that is…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lynchburg Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our published fees may be discounted with the final determination made by our firm, but they are not negotiable.”
- “Fees are to be paid by check or draft from US-based financial institutions.”
- “Advisory fees for partial quarters will be prorated based on the remaining days in the reporting period in which our firm services the account.”
How Lynchburg Wealth Management’s fees compare
- Its flat or project fee of $1,500 is below the Virginia median of $4,250. 15% of the 168 other Virginia planners that publish a flat or project fee charge less.
- None of the 2 other planners in Lynchburg that publish a flat or project fee charge less.
About Lynchburg Wealth Management
“We also provide educational workshops involving a broad range of financial planning and investing topics.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Equity compensation
- 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
- Clients
- 100
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $77,770,812
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 284344
- Phone
- (434) 515-0380
Other planners in Lynchburg that publish fees
- Arrow Wealth AdvisorsLynchburg$225/hr, $1,250-$8,000
- Kenneth Dean BennettLynchburg$100-$2,500/hr, $1,000-$2,500
- 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.