Potomac Wealth Management LLC fees and pricing
Financial planner in Great Falls, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 2, 2026, Potomac Wealth Management LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“On occasions where an hourly fee may be a more appropriate method of charging for services rendered, an hourly charge of $200 applies.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Potomac Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “They also have the option of charging participant accounts on a pro-rata basis or paying the fees with assets outside of the plan.”
- “All fees are negotiable, and discounts may apply for multiple related accounts, or based on other services requested or required.”
- “Fees are pro-rated and taken quarterly in arrears based on account balances at the end of the quarter.”
How Potomac Wealth Management LLC’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.
- None of the 2 other planners in Great Falls that publish an hourly rate charge less.
About Potomac Wealth Management LLC
“We offer investment management services to individuals, trusts, company retirement plans and non-profit organizations. We provide financial planning services either formally or informally depending on the client's needs and desires.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2009 (17 years).
Planning areas mentioned in the brochure
- Estate planning
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
- 38
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $89,667,827
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 150482
- Phone
- (202) 236-9667
Other planners in Great Falls that publish fees
- Independent Financial PlanningGreat Falls$200/hr, $3,000
- Locke Asset ManagementGreat Falls$240/hr, $400/qtr
- Trio Wealth Management, LLCGreat Falls$250-$10,000
- 8TH Street Investments, LLCAlexandria$250-$500/hr, $2,000-$7,000
- Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
- Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr
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.