Oakton Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500

“Our fee for the financial plan is $2,500.”

Quarterly fee

$2,000/qtr

“Our fee is paid to our firm at the end of each calendar quarter per the following schedule: “Accumulators;” individuals and families who are 10 or more years from retirement will be assessed an annual fee of $8,000* ($2,000 per quarter).”

Annual fee

$8,000/yr

From the same sentence as above.

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

How Oakton Financial, LLC bills

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

• “Our published fees are negotiable, and we typically waive or discount our fee for associates of our advisory firm and their family members.”
• “We do not accept cash, check, money orders, or similar forms of payment for our engagements, nor do we assess an asset-based fee for our services.”
• “We do not require advance payment (deposit) for the financial plan; the entire fee is due upon our invoice which coincides with the delivery of your plan.”

How Oakton Financial, LLC’s fees compare

• Its flat or project fee of $2,500 is below the Virginia median of $4,250. 26% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 1 of the 6 other planners in Reston that publish a flat or project fee charge less.
• Its annual fee of $8,000 is above the Virginia median of $6,350. 56% of the 55 other Virginia planners that publish an annual fee charge less.
• 3 of the 4 other planners in Reston that publish an annual fee charge less.

About Oakton Financial, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

9

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$20,381,198

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

297609

Website

oaktonfinancial.com (opens in new tab)

Phone

(703) 871-5014

Other planners in Reston that publish fees

• Acorn Financial Advisory Services, Inc.Reston$175⁠-⁠$1,295/hr, $3,750
• Brighter Financial Capital Management, LLCReston$150/hr
• Buchanan Wealth ManagementReston$300/hr
• Grey Kirwan FinancialReston$400/hr, $20,000
• Guidepoint Financial PlanningReston$1,000, $300⁠-⁠$600/mo
• Hopwood Financial Services, Inc.Reston$250/hr

Compare all 21 planners in Reston