Present Value Financial Services LLC fees and pricing
Financial planner in Purcellville, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 11, 2026, Present Value Financial Services LLC charges $150 an hour, a flat or project fee of $1,000-$4,500, and a quarterly fee of $300-$1,050 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Present Value Financial Services® LLC charges $150 per hour for its financial planning services.”
- Flat or project fee
- $1,000-$4,500
“The firm’s fee for comprehensive financial plans ranges from $1000 to $4,500, depending on the complexity of the client’s financial situation.”
- Quarterly fee
- $300-$1,050/qtr
“The retainer program is billed quarterly at rates ranging from $300 to $1,050 per quarter, depending on the complexity of the client’s circumstances and the level of service desired: month-by-month financial action plan and reminders; unlimited access for day-to-day, routine financial questions; implementation of…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Present Value Financial Services LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Partial hours are billed as a percentage of a full hour.”
- “Whenever possible, however, the advisor recommends and uses the “Fixed Fee” compensation format described below so that the expense for financial advice is known by the client in advance.”
- “The client knows, in advance, the cost of this service for a year, and this method of compensation eliminates conflicts of interest that sometimes arise with the AUM fee structure.”
How Present Value Financial Services LLC’s fees compare
- Its hourly rate of $150 is below the Virginia median of $260. 6% of the 203 other Virginia planners that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$4,500 spans the Virginia median of $4,250. 29% of the 168 other Virginia planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Present Value Financial Services LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 297335
- Phone
- (703) 382-8060
Other planners in Purcellville that publish fees
- Helm Financial Advisors, LLCPurcellville$2,000-$20,000/yr
- 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
- Acorn Financial Advisory Services, Inc.Reston$175-$1,295/hr, $3,750
- Activ8 Family Office LLCMclean$400/hr, $2,500-$100,000
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.