Packard Wealth Strategies LLC fees and pricing
Financial planner in Alexandria, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 7, 2026, Packard Wealth Strategies LLC charges a flat or project fee of $8,400 and a monthly fee of $416 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $8,400
“The standard financial planning fee is $8,400.”
- Monthly fee
- $416/mo
“In all other cases, wealth management charges a fixed monthly fee of $416, payable in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Packard Wealth Strategies LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients will pay advisory fees in advance at the start of each calendar quarter.”
- “New accounts may incur a prorated fee for the quarter they are opened.”
- “The Advisory fee is agreed to in advance in the client's advisory agreement.”
How Packard Wealth Strategies LLC’s fees compare
- Its flat or project fee of $8,400 is above the Virginia median of $4,250. 79% of the 168 other Virginia planners that publish a flat or project fee charge less.
- 12 of the 14 other planners in Alexandria that publish a flat or project fee charge less.
About Packard Wealth Strategies LLC
“These designations emphasize a commitment to providing well-rounded, sophisticated financial advice.”
- Principal: Kyle D. Packard
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and ChFC®.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Estate planning
- College planning
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% a year
- Clients
- 32
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $12,945,560
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 330962
- Phone
- (571) 310-8215
Other planners in Alexandria that publish fees
- 8TH Street Investments, LLCAlexandria$250-$500/hr, $2,000-$7,000
- American Executive Advisors, LLCAlexandria$250/hr, $500-$10,000
- Core Fiduciary AdvisorsAlexandria$250/hr, $350
- Craftwork Capital LLCAlexandria$500-$8,000
- D'agaro Financial Advisory LLCAlexandria$225/hr, $1,500-$2,250
- Fischer Wealth Advisors, LLCAlexandria$150/hr, $800
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.