Reframe Wealth, LLC fees
Financial planner in Vienna, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated October 7, 2026, Reframe Wealth, LLC (Vienna, VA) charges an annual fee of up to $10,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 7, 2026. Fees can change.
- Annual fee
- Up to $10,000/yr
Can go up to $10,000; the Virginia median is $7,650.
“ReFrame Wealth offers financial planning services for an annual subscription fee or a fixed fee engagement ranging up to $10,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 5 employees
- Registered since
- 2021 (5 years)
How Reframe Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 235
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $395 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of October 7, 2026
- CRD number
- 313386 (opens in new tab)
- Phone
- (571) 354-8471
Registered or notice filed in 9 states and DC: California, Florida, Maryland, New Jersey, New York, North Carolina, Pennsylvania, Texas, Virginia, DC
Other planners in Vienna that publish fees
- Kirk Capital Advisors LLCViennaHourly $300/hr
- Rembert Pendleton JacksonViennaFlat $3,000-$15,000
- McKinney Financial Planning & ManagementViennaHourly $150/hr
- Discovery Wealth Planning LLCViennaHourly $395/hr
- Glassman Wealth Services, LLCViennaFlat $500-$10,000
- Lifelaidout LLCViennaFlat $4,000-$25,000
Is something on this page wrong or out of date?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.