Mab Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“We charge hourly fees, at the rate of $350 per hour, for non-project work.”

Flat or project fee

$6,500⁠-⁠$12,000

“Project fees for comprehensive financial planning projects typically range from $6,500 to $12,000.”

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

How Mab Financial Planning bills

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

• “MAB Financial Planning bills clients for fees incurred.”
• “Comprehensive financial planning project fees are due one-quarter at our first meeting, one-quarter at our third meeting, and the balance upon completion of the work.”
• “Project and hourly fees are due one-half in advance, with the balance due upon completion of the work.”

How Mab Financial Planning’s fees compare

• Its hourly rate of $350 is above the Virginia median of $260. 72% of the 203 other Virginia planners that publish an hourly rate charge less.
• 13 of the 16 other planners in Arlington that publish an hourly rate charge less.
• Its flat or project fee of $6,500-$12,000 is above the Virginia median of $4,250. 80% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 7 of the 9 other planners in Arlington that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Mab Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2004 (22 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

132925

Website

mabfinancial.com (opens in new tab)

Phone

(703) 528-3205

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