Pine Harbor Wealth Management LLC fees
Financial planner in Fairfax, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 23, 2026, Pine Harbor Wealth Management LLC (Fairfax, VA) charges $395 an hour and a flat or project fee of $1,000-$10,000 for financial planning.
- Website: pineharborwealth.com (opens in new tab)
- Call (703) 589-9100
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change.
- Hourly rate
- $395/hr
Above the Virginia median of $300; 83% of the 132 other planners in Virginia that publish an hourly rate charge less. 2 of the 6 other planners in Fairfax charge less.
“For hourly financial planning, we will charge $395 an hour.”
- Flat or project fee
- $1,000-
$10,000 Runs from below the Virginia median of $5,188 to above it.
“Fixed fees are based on the complexity of your financial situation and the scope of the financial plan needed, and they can range between $1,000 and $10,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 2 employees
How Pine Harbor Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “Prior to entering into the agreement we will estimate the number of hours needed for the project and upon completion of the project and delivery of the financial plan will invoice you for the hours used.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 159
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $507 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of February 23, 2026
- CRD number
- 317352 (opens in new tab)
- Phone
- (703) 589-9100
Registered or notice filed in 8 states and DC: California, Florida, Illinois, Maryland, New York, Texas, Virginia, Wisconsin, DC
Other planners in Fairfax that publish fees
- Family AI! FinancialFairfaxHourly $500/hr, Flat $1,000-$5,000
- Professional Financial Solutions, LLCFairfaxHourly $200-$500/hr, Flat $2,000-$5,000
- Reliable Alliance FinancialFairfaxHourly $250/hr, Flat from $900
- Jason Howell CompanyFairfaxHourly $500/hr, Flat $1,000-$25,000
- David N. Hainsworth, C.P.A., P.C.FairfaxHourly $440/hr, Flat $5,000-$11,200
- Campion Asset Management, LLCFairfaxHourly $500/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.