Penny Earned Financial fees and pricing
Financial planner in Fort Belvoir, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Penny Earned Financial charges a flat or project fee of $1,500-$8,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$8,000
“Fixed fee rates range from $1,500 to $8,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Penny Earned Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid monthly in advance ranging from $250 to $1,000.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How Penny Earned Financial’s fees compare
- Its flat or project fee of $1,500-$8,000 spans the Virginia median of $4,250. 54% of the 168 other Virginia planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Penny Earned Financial
“We offer Financial Planning services.”
- Principal: Dedrick Curtis
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Clients
- 8
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 330919
- Phone
- (202) 240-8922
Other planners in Virginia that publish fees
- 8TH Street Investments, LLCAlexandria$250-$500/hr, $2,000-$7,000
- Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
- Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr
- Acorn Financial Advisory Services, Inc.Reston$175-$1,295/hr, $3,750
- Activ8 Family Office LLCMclean$400/hr, $2,500-$100,000
- Acts Financial AdvisorsMclean$450/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Is something on this page wrong or out of date?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.