Phin Wealth fees and pricing
Financial planner in Middleburg, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 3, 2026, Phin Wealth charges an annual fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $5,000/yr
“Tier Annual Fee Core $5,000 Advanced $7,500 9 Investment Management Services Investment Management Services are included without an additional fee for Clients engaged in the Firm's Financial Planning Services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Phin Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Fees are paid monthly, quarterly, or annually in advance.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How Phin Wealth’s fees compare
- Its annual fee of $5,000 is below the Virginia median of $6,350. 33% of the 55 other Virginia planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Phin Wealth
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 343067
- Phone
- (571) 480-3330
Other planners in Middleburg that publish fees
- The Hoerner Planning Group, LLCMiddleburg$10,000-$150,000
- 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
Is something on this page wrong or out of date?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.