Plandeavor fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Consultation Services Plandeavor charges an hourly fee of $300 per hour for consultation services.”

Flat or project fee

$500

“A one-time fee of $500 is due in advance upon signing this agreement. 5 2.”

Quarterly fee

$1,000⁠-⁠$2,250/qtr

“Fees range from $1,000 to $2,250 per quarter depending on client complexity.”

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

How Plandeavor bills

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

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”

How Plandeavor’s fees compare

• Its hourly rate of $300 is above the Virginia median of $260. 53% of the 203 other Virginia planners that publish an hourly rate charge less.
• 9 of the 16 other planners in Arlington that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Virginia median of $4,250. 3% of the 168 other Virginia planners that publish a flat or project fee charge less.
• None of the 9 other planners in Arlington that publish a flat or project fee charge less.

About Plandeavor

• Firm size: 3 employees.
• Registered as an adviser: 2024 (2 years).

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

11

Employees

3

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$2,802,562

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331046

Website

plandeavor.com (opens in new tab)

Phone

(202) 599-2331

Can advise clients in 3 states: Florida, Texas, Virginia

Other planners in Arlington that publish fees

• Arlington Wealth Planning, LLCArlington$289/hr, $6,128⁠-⁠$10,128
• Astra Investment AdvisersArlington$100/hr
• Braswell Capital, LLCArlington$30⁠-⁠$50/hr
• Clarity Financial PlanningArlington$500, $4,000⁠-⁠$20,000/yr
• Cope ConnellyArlington$99⁠-⁠$25,000
• Coretegic Capital, LLCArlington$400/hr, $500

Compare all 26 planners in Arlington