Origin Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Financial Consulting Services are offered based on an hourly fee of $200 per hour.”

Flat or project fee

$2,000⁠-⁠$6,000

“Full Financial Plans are offered based on a flat fee between $2,000-$6,000.”

Annual fee

$900⁠-⁠$3,600/yr

“Ongoing Financial Planning Ongoing Financial Planning Services are offered based on an annual flat fee between $900 $3,600, based on complexity and unique Client needs for financial planning, paid semiannually in advance.”

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

How Origin Wealth Management LLC bills

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

• “Fees are billed monthly in arrears based on an average daily balance of the account for the previous month.”
• “If cash and/or securities are deposited into or withdrawn from an existing account mid-billing period a prorated fee will be charged for that portion of the account.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given - 6- period.”

How Origin Wealth Management LLC’s fees compare

• Its hourly rate of $200 is below the Virginia median of $260. 15% of the 203 other Virginia planners that publish an hourly rate charge less.
• 2 of the 10 other planners in Reston that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$6,000 spans the Virginia median of $4,250. 48% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 4 of the 6 other planners in Reston that publish a flat or project fee charge less.
• Its annual fee of $900-$3,600 is below the Virginia median of $6,350. 18% of the 55 other Virginia planners that publish an annual fee charge less.
• None of the 4 other planners in Reston that publish an annual fee charge less.

About Origin Wealth Management 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: 2025.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

4

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$770,895

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

337488

Website

originwealthmanagement.com (opens in new tab)

Phone

(703) 386-7088

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