Noteworthy Financial LLC fees
Financial planner in Fairfax Station, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 4, 2026, Noteworthy Financial LLC (Fairfax Station, VA) charges $300 an hour, a flat or project fee of $3,000-$20,000, and an annual fee of $7,000-$20,000 for financial planning.
- Website: noteworthy-financial.com (opens in new tab)
- Call (469) 333-1820
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change.
- Hourly rate
- $300/hr
Matches the Virginia median of $300; 50% of the 132 other planners in Virginia that publish an hourly rate charge less. Neither of the 2 other planners in Fairfax Station charges less.
“Financial Planning engagements are offered at an hourly rate of $300 per hour, depending on complexity.”
- Flat or project fee
- $3,000-
$20,000 Runs from below the Virginia median of $5,188 to above it.
“The fixed fee is negotiable and can range between $3,000 and $20,000 depending on the complexity and scope of the project.”
- Annual fee
- $7,000-
$20,000/yr Runs from below the Virginia median of $7,650 to above it.
“Ongoing Financial Planning consists of an upfront fee ranging from $1,000 - $3,000 followed by an annual fee of $7,000 - $20,000 payable monthly, in arrears.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2024 (2 years)
How Noteworthy Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee may be negotiable in certain cases.”
- “Ongoing Financial Planning fees are negotiable and are determined based on the complexity and scope of services to be performed.”
- “Fees for this service may be paid by electronic funds transfer or check.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and annual planning fees
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 4, 2026
- CRD number
- 331946 (opens in new tab)
- Phone
- (469) 333-1820
Other planners in Fairfax Station that publish fees
- Acadia Financial Services, LLCFairfax StationHourly $400/hr, Annual from $600/yr
- Everman ProsperityFairfax StationHourly $320/hr, Flat $1,770-$4,470
More planners in Virginia that publish fees
- Aris Alpha LLCAshburnHourly $250-$300/hr, Flat $4,000
- Wills Financial Group, LLCRichmondHourly $300/hr
- Professional Financial Solutions, LLCFairfaxHourly $200-$500/hr, Flat $2,000-$5,000
- Massie Financial Planning Inc.AlexandriaHourly up to $500/hr, Flat $6,000-$12,000
- Nautilus Financial Group, Inc.Virginia BeachHourly $250/hr
- David N. Hainsworth, C.P.A., P.C.FairfaxHourly $440/hr, Flat $5,000-$11,200
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.