PlannerFees

Neat Financial Planning fees and pricing

Financial planner in Falls Church, Virginia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 21, 2026, Neat Financial Planning charges $300 an hour, a flat or project fee of $5,000, and an annual fee of $6,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“In the event you decide to terminate the services early, you will be responsible for payment of our services provided prior to termination, based on an hourly rate of $300 multiplied by the hours worked prior to termination.”
Flat or project fee
$5,000
“If you would like our Financial Planning Services on a project basis, we typically charge a fixed fee of $5,000, though the fee could be higher or lower depending on the complexity of the client’s financial planning needs.”
Annual fee
$6,500/yr
“The standard annual fixed fee for Ongoing Financial Planning is typically $6,500, depending on the complexity of the client’s financial planning needs, although we reserve the right to waive or discount fees at our discretion.”

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

How Neat Financial Planning bills

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

  • “Fees may be negotiable based on factors such as the complexity of your financial situation or total assets under management.”
  • “Because fees are paid in arrears, no refunds are due upon termination.”
  • “Typically, One-Time Project Planning Services will automatically terminate upon delivery of the final financial plan.”

How Neat Financial Planning’s fees compare

  • Its hourly rate of $300 is above the Virginia median of $260. 53% of the 203 other Virginia planners that publish an hourly rate charge less.
  • 4 of the 4 other planners in Falls Church that publish an hourly rate charge less.
  • Its flat or project fee of $5,000 is above the Virginia median of $4,250. 54% of the 168 other Virginia planners that publish a flat or project fee charge less.
  • 1 of the 2 other planners in Falls Church that publish a flat or project fee charge less.
  • Its annual fee of $6,500 is above the Virginia median of $6,350. 51% of the 55 other Virginia planners that publish an annual fee charge less.

About Neat Financial Planning

“We offer Financial Planning Services, Investment Management Services, Tax Preparation Services, and Educational Workshops and Seminars. Our Financial Planning Services consist of a series of steps to help you accomplish your goals.”
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® and EA.
  • Registered as an adviser: 2023 (3 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
1% a year
Minimum
$6,500 minimum fee (stated in brochure)
Clients
27
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, selecting other advisers, educational seminars and workshops, and other services
Assets managed
$21,303,834
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
328302
Website
neatfp.com (opens in new tab)
Phone
(703) 468-1810

Other planners in Falls Church 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.