Piedmont Wealth Advisory fees and pricing

Financial planner in Reston, Virginia. Registered with the SEC.

According to its Form ADV Part 2A brochure dated January 22, 2026, Piedmont Wealth Advisory charges an annual fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $2,500/yr; “All Clients will be charged a minimum annual fee of $2,500.”

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

“Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
“The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
“Fees may be negotiable at the sole discretion of the Advisor.”

Its annual fee of $2,500 is below the Virginia median of $6,350. 20% of the 55 other Virginia planners that publish an annual fee charge less.
1 of the 4 other planners in Reston that publish an annual fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Minimum: $2,500 minimum fee (stated in brochure)
Clients: 215
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $353,748,214
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 333693
Website: piedmontwealthadvisory.com (opens in new tab)
Phone: (571) 313-5125

Is something on this page wrong or out of date?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.