Rembert Pendleton Jackson fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 12, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$15,000

“Financial planning services are provided on a fixed fee basis, and rates typically vary from $3,000 to $15,000.”

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

How Rembert Pendleton Jackson bills

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

• “However, this fee range is a guide, and fees are negotiable.”
• “For fixed fee arrangements, fees will be due upon the client’s receipt of an invoice, and payment terms will 7 depend on the nature of the engagement.”
• “However, this fee range is a guide, and fees are negotiable.”

How Rembert Pendleton Jackson’s fees compare

• Its flat or project fee of $3,000-$15,000 spans the Virginia median of $4,250. 80% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 5 of the 6 other planners in Vienna that publish a flat or project fee charge less.

About Rembert Pendleton Jackson

• Firm size: 20 employees.
• Founded: 2019 (7 years).

Planning areas mentioned in the brochure

• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$500,000 in assets (stated in brochure)

Clients

1,434

Employees

20

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$2,725,709,202

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

306510

Website

linkedin.com/company/rembert-pendleton-jackson (opens in new tab)

Phone

(703) 821-6655

Can advise clients in 29 states: Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Illinois, Louisiana, Massachusetts, Maryland, Michigan, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Vermont, Washington, Wisconsin, West Virginia

Other planners in Vienna that publish fees

• Allegiance Financial GroupVienna$300⁠-⁠$600/hr, $1,000⁠-⁠$100,000/yr
• Alphaplus Wealth Management LLCVienna$595/hr
• B.g. Kaserman & Associates L.L.C.Vienna$500
• Birch Street Financial AdvisorsVienna$350⁠-⁠$450/hr, $1,500
• Capitol Private Wealth Group LLCVienna$350/hr, $10,000
• Discovery Wealth Planning LLCVienna$395/hr, $7,800⁠-⁠$9,900/yr

Compare all 18 planners in Vienna