Mason & Associates, LLC fees and pricing

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

$3,000⁠-⁠$20,000

“For the delivery of an initial financial plan, Adviser typically charges a negotiable flat fee ranging from $3,000 to $20,000 depending on the nature and complexity of the particular client's financial situation (the "Initial Planning Fee").”

Monthly fee

$100⁠-⁠$1,000/mo

“The Initial Planning Fee may be waived in whole or in part in Adviser's sole discretion.​ ​ For the delivery of ongoing financial planning services, Adviser typically charges a recurring fixed fee ranging from $100 to $1,000 per month depending on the nature and complexity of the particular client’s financial…”

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

How Mason & Associates, LLC bills

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

• “This authority permits Adviser to buy, sell, and otherwise transact in clients’ accounts without receiving such clients’ approval in advance of each trade.”

How Mason & Associates, LLC’s fees compare

• Its flat or project fee of $3,000-$20,000 spans the Virginia median of $4,250. 86% of the 168 other Virginia planners that publish a flat or project fee charge less.

About Mason & Associates, LLC

• Firm size: 11 employees.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• 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

2% a year

Clients

414

Employees

11

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$471,360,944

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

307206

Website

linkedin.com/company/mason-&-associates-llc (opens in new tab)

Phone

(757) 223-9898

Can advise clients in 8 states: California, Colorado, Florida, North Carolina, New Hampshire, South Carolina, Texas, Virginia

Other planners in Newport News that publish fees

• Haas Investment Management LLCNewport News$200/hr, $2,500
• Norseman Advisory Group, Inc.Newport News$250/hr, $300⁠-⁠$1,000/mo
• Pathway Financial Planning, Inc.Newport News$200/hr
• 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

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