Mehta Services Company fees and pricing
Financial planner in Reston, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 15, 2025, Mehta Services Company charges $50 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 15, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $50/hr
“The hourly rate is $50 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mehta Services Company bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Compensation is payable quarterly at one-fourth of the above schedule and based on the net asset value of the quarterly statement.”
- “Pro-rata fees are payable by the client upon receipt.”
- “Hourly fees and the fee to initially position the portfolio for investment management are payable upon completion of the work.”
How Mehta Services Company’s fees compare
- Its hourly rate of $50 is below the Virginia median of $260. None of the 203 other Virginia planners that publish an hourly rate charge less.
- None of the 10 other planners in Reston that publish an hourly rate charge less.
About Mehta Services Company
“The primary services that it offers are Financial Planning for individuals, investment advisory services for individuals and tax preparation The owner is Ketan (Keets) Mehta.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2008 (18 years).
Planning areas mentioned in the brochure
- Tax planning
- Insurance analysis
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
- 0.5% a year
- Minimum
- $250 minimum fee (stated in brochure)
- Clients
- 8
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $14,619,918
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 144140
- Phone
- (703) 623-8230
Other planners in Reston that publish fees
- Acorn Financial Advisory Services, Inc.Reston$175-$1,295/hr, $3,750
- Brighter Financial Capital Management, LLCReston$150/hr
- Buchanan Wealth ManagementReston$300/hr
- Grey Kirwan FinancialReston$400/hr, $20,000
- Guidepoint Financial PlanningReston$1,000, $300-$600/mo
- Hopwood Financial Services, Inc.Reston$250/hr
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.