Pacific Landfall fees and pricing
Financial planner in Williamsburg, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 26, 2026, Pacific Landfall charges $250 an hour and a flat or project fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“1.1.2.1 Comprehensive Financial Planning is also available as an hourly charge at the rate of $250 per hour.”
- Flat or project fee
- $3,000
“Thereafter, clients may terminate the Investment Advisory Contract immediately upon written notice. 1.1.2 Comprehensive Financial Planning Fees Fixed Fees Comprehensive Financial Planning consists of an annual fixed charge of $3000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pacific Landfall bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable, collected in arrears, and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty for a full refund of PLL's fees within five business days of signing the Investment Advisory Contract.”
- “This annual retainer is billed on a monthly basis and paid in arrears.”
How Pacific Landfall’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 9 other planners in Williamsburg that publish an hourly rate charge less.
- Its flat or project fee of $3,000 is below the Virginia median of $4,250. 37% of the 168 other Virginia planners that publish a flat or project fee charge less.
- 4 of the 8 other planners in Williamsburg that publish a flat or project fee charge less.
About Pacific Landfall
- Firm size: 2 employees.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College 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
- 1.1% a year
- Clients
- 123
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $14,924,010
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 285135
- Phone
- (570) 244-6355
Can advise clients in 3 states: Arizona, Pennsylvania, Virginia
Other planners in Williamsburg that publish fees
- B Hive Financial, LLCWilliamsburg$250/hr, $200-$2,000
- Bay Rivers Group Wealth PartnersWilliamsburg$250-$500/hr, $500-$5,000
- Beacon Freedom Advisory, LLCWilliamsburg$350/hr, $2,000-$3,500
- Blue Rock Financial Services, Inc.Williamsburg$200/hr
- Capitol Landing WealthWilliamsburg$250-$500/hr, $1,500-$10,000
- Dominguez Wealth Management Solutions, Inc.Williamsburg$225/hr
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.