PlannerFees

Mount Ararat Financial Services LLC fees and pricing

Financial planner in Washington, District of Columbia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 9, 2026, Mount Ararat Financial Services LLC charges $295 an hour, a flat or project fee of $1,795⁠-⁠$2,995, and a quarterly fee of $1,795⁠-⁠$2,995 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$295/hr
“The fee for this service is $295 per hour.”
Flat or project fee
$1,795⁠-⁠$2,995
“The fee for the Comprehensive Financial Plan Development Service is between $1,795 and $2,995.”
Quarterly fee
$1,795⁠-⁠$2,995/qtr
“The fee for a quarterly subscription is between $1,795 per quarter and $2,995 per quarter.”

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

How Mount Ararat Financial Services LLC bills

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

  • “This fee may be negotiable upon request to Mount Ararat Fin Svc prior to the execution of the agreement for the Fractional Chief Investment Officer Service (“Fractional Chief Investment Officer Service Agreement”).”
  • “This fee may be negotiable upon request to Mount Ararat Fin Svc prior to the execution of the agreement for the Investment Fund Selection Service (“Investment Advisory Services Agreement”).”
  • “This fee may be negotiable upon request to Mount Ararat Fin Svc prior to the execution of the Investment Advisory Services Agreement for the Comprehensive Financial Plan Development Service.”

How Mount Ararat Financial Services LLC’s fees compare

  • Its hourly rate of $295 is below the District of Columbia median of $298. 45% of the 11 other District of Columbia planners that publish an hourly rate charge less.
  • 5 of the 10 other planners in Washington that publish an hourly rate charge less.
  • Its flat or project fee of $1,795-$2,995 is below the District of Columbia median of $4,750. 30% of the 10 other District of Columbia planners that publish a flat or project fee charge less.
  • 2 of the 9 other planners in Washington 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 Mount Ararat Financial Services LLC

“The firm was formed in March 2024, with the mission of offering premium quality financial planning and investment advisory services designed for Armenian-Americans.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2024 (2 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
Charges a % of assets
No
Clients
2
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed
$350,615
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
331136
Website
MountAraratFinancialServices.com (opens in new tab)
Phone
(202) 630-5992

Other planners in Washington that publish fees

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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.