Renew Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Hourly fees are $400 per hour.”

Flat or project fee

$1,800⁠-⁠$10,000

“Fixed fees range between $1,800 and $10,000.”

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

How Renew Wealth Management LLC bills

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

• “Fees for Advisory Services Wealth Management Services Wealth management fees are paid monthly in arrears, pursuant to the terms of the wealth management agreement.”
• “The Wealth management fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Renew Wealth Management LLC’s fees compare

• Its hourly rate of $400 is above the Virginia median of $260. 83% of the 203 other Virginia planners that publish an hourly rate charge less.
• 9 of the 9 other planners in Alexandria that publish an hourly rate charge less.
• Its flat or project fee of $1,800-$10,000 spans the Virginia median of $4,250. 66% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 11 of the 14 other planners in Alexandria that publish a flat or project fee charge less.

About Renew Wealth Management LLC

• Firm size: 3 employees.
• Credentials named in the brochure: CFP® and CPA.
• Founded: 2023 (3 years).

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

Minimum

$6,000 minimum fee (stated in brochure)

Clients

35

Employees

3

Works with

High net worth individuals

Services reported to regulators

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

Assets managed

$57,045,575

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329069

Website

renewwealthmgmt.com (opens in new tab)

Phone

(703) 737-2220

Can advise clients in 3 states: Florida, Maryland, Virginia

Other planners in Alexandria that publish fees

• 8TH Street Investments, LLCAlexandria$250⁠-⁠$500/hr, $2,000⁠-⁠$7,000
• American Executive Advisors, LLCAlexandria$250/hr, $500⁠-⁠$10,000
• Core Fiduciary AdvisorsAlexandria$250/hr, $350
• Craftwork Capital LLCAlexandria$500⁠-⁠$8,000
• D'agaro Financial Advisory LLCAlexandria$225/hr, $1,500⁠-⁠$2,250
• Fischer Wealth Advisors, LLCAlexandria$150/hr, $800

Compare all 24 planners in Alexandria