Monsour Advisory Services, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Targeted If you desire only targeted financial planning – review, analysis and evaluation of a core area of financial need – the fee will be billed at a rate not to exceed $250 per hour.”

Flat or project fee

$30,000

“All coordinated financial planning services are offered on a fixed fee basis and will not exceed $30,000.00 for the initial engagement.”

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

How Monsour Advisory Services, Inc. bills

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

• “Such retainer fee will be equal to one-half of the coordinated financial planning fee we original charged and billed on a quarterly basis.”
• “If you have prepaid any fees, such fees will be returned on a pro-rata basis.”
• “Negotiable We have the option to require a minimum initial investment of $50,000 or higher to open any managed account.”

How Monsour Advisory Services, Inc.’s fees compare

• Its hourly rate of $250 is below the Virginia median of $260. 30% of the 203 other Virginia planners that publish an hourly rate charge less.
• 1 of the 4 other planners in Roanoke that publish an hourly rate charge less.
• Its flat or project fee of $30,000 is above the Virginia median of $4,250. 97% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 4 of the 4 other planners in Roanoke that publish a flat or project fee charge less.

About Monsour Advisory Services, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2005 (21 years).

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

2.5% a year

Clients

113

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

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

Assets managed

$98,822,358

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

134333

Website

monsouradvisory.com (opens in new tab)

Phone

(540) 989-6578

Other planners in Roanoke that publish fees

• American Financial Planning, Inc.Roanoke$215/hr, $2,450
• Greenbrier FinancialRoanoke$300/hr, $2,500⁠-⁠$30,000
• Kommon Wealth, LLCRoanoke$1,000⁠-⁠$5,000
• Og Advisory Group, LLCRoanoke$300⁠-⁠$1,200
• Peakvalley Wealth, LLCRoanoke$250/hr
• Waynefirebaugh, Inc.Roanoke$500/hr

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