Portfolio Advisory Group, Inc. fees and pricing
Financial planner in Alexandria, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 25, 2026, Portfolio Advisory Group, Inc. charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“For its investment consulting and financial planning services, unless otherwise negotiated, our firm charges an hourly fee of $200.00.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Portfolio Advisory Group, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Unless otherwise negotiated, fees are charged quarterly, in arrears.”
- “Portfolio Advisory Group sends invoices for fees to the client detailing the account value on which the fee is based, the agreed upon percentage fee(s), and the amount due.”
- “Clients are billed monthly with fees due promptly after receipt of the bill.”
How Portfolio Advisory Group, Inc.’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.
About Portfolio Advisory Group, Inc.
“Portfolio Advisory Group, Inc. (hereinafter referred to as “Portfolio Advisory Group”, “firm” or “we”) provides investment advisory services, investment consulting services and financial planning services and has been in business since 1998. Our firm provides financial planning services.”
- Firm size: 2 employees.
- Founded: 1998 (28 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 71
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $115,833,952
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 116011
- Phone
- (703) 461-9193
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
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.