Norseman Advisory Group, Inc. fees and pricing
Financial planner in Newport News, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 9, 2026, Norseman Advisory Group, Inc. charges $250 an hour and a monthly fee of $300-$1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“FINANCIAL PLANNING and CONSULTING ONE TIME FINANCIAL PLANNING/CONSULTINGFEES One-time financial planning services are offered at an hourly rate of $250 with a minimum of ½ hour.”
- Monthly fee
- $300-$1,000/mo
“ONGOING FINANCIAL PLANNING FEES Ongoing financial planning services are offered for a negotiable monthly fixed fee between $300 and $1000 for ongoing financial advice based on complexity and unique Client needs.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Norseman Advisory Group, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid quarterly in arrears based on the average daily net assets held in the Client’s Account during the prior quarter.”
- “The fees must be paid within ten (10) days following the beginning of the quarter which the account is being billed for.”
- “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
How Norseman Advisory Group, 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.
- 2 of the 2 other planners in Newport News that publish an hourly rate charge less.
About Norseman Advisory Group, Inc.
- Firm size: 4 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2007 (19 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
- 3% a year
- Clients
- 142
- Employees
- 4
- 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
- $60,482,898
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 143691
- Phone
- (757) 223-1559
Can advise clients in 5 states: Florida, Louisiana, North Carolina, Pennsylvania, Virginia
Other planners in Newport News that publish fees
- Haas Investment Management LLCNewport News$200/hr, $2,500
- Mason & Associates, LLCNewport News$3,000-$20,000, $100-$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
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.