Piedmont Wealth Management fees and pricing

Published fees

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

Hourly rate

$200/hr

“Our hourly charge is $200 per hour.”

Flat or project fee

$750⁠-⁠$5,000

“Fixed fees will be between $750 and $5,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Piedmont Wealth Management bills

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

• “The annual retainer is billed either monthly, quarterly or annual based on the client’s request.”
• “Fees are negotiable and will depend on the anticipated complexity of your plan.”
• “If a client elects to terminate the Financial Planning Agreement, any earned fee will be billed to the client.”

How Piedmont Wealth Management’s fees compare

• Its hourly rate of $200 is below the Virginia median of $260. 15% of the 203 other Virginia planners that publish an hourly rate charge less.
• 1 of the 9 other planners in Alexandria that publish an hourly rate charge less.
• Its flat or project fee of $750-$5,000 spans the Virginia median of $4,250. 36% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 6 of the 14 other planners in Alexandria that publish a flat or project fee charge less.

About Piedmont Wealth Management

• Firm size: 4 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2026.

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

237

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$156,063,257

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

340285

Website

piedmontwm.com (opens in new tab)

Phone

(703) 518-8361

Can advise clients in 3 states: New Hampshire, Texas, Virginia

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

Compare all 24 planners in Alexandria