R & J Financial Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$1,500⁠-⁠$5,000/yr

“There is no minimum fee required for financial planning services; however financial planning fees generally range from $1,500 - $5,000 annually.”

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

How R & J Financial Partners, LLC bills

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

• “Investment Management and Employee Benefit Plan clients will be invoiced in advance at the beginning of each calendar quarter based upon the value of the client’s account at the end of the previous quarter.”
• “New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted (date of first trade).”
• “Fees for financial planning services are billed on an hourly or fixed rate in advance.”

How R & J Financial Partners, LLC’s fees compare

• Its annual fee of $1,500-$5,000 is below the Virginia median of $6,350. 27% of the 55 other Virginia planners that publish an annual fee charge less.

About R & J Financial Partners, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

• Business owners
• Insurance analysis
• Cash flow and budgeting

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

1.5% a year

Minimum

No minimum stated in brochure

Clients

29

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$64,271,619

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

171917

Website

rjfinancialpartners.com (opens in new tab)

Phone

(540) 662-7070

Other planners in Winchester that publish fees

• Buttonwood WealthWinchester$300/hr
• 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

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