RGC Wealth Planning Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“Hourly financial consulting is generally billed at rates ranging from $250 to $500 per hour, depending on complexity.”

Flat or project fee

$5,000⁠-⁠$10,000

“Comprehensive financial planning engagements are generally charged as fixed fees ranging from $5,000 to $10,000, depending on the scope and complexity of the engagement.”

Monthly fee

$500⁠-⁠$3,000/mo

“Ongoing planning retainer arrangements are generally charged as fixed monthly fees ranging from $500 to $3,000 per month, depending on the scope of services.”

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

How RGC Wealth Planning Group bills

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

• “Fees may be negotiable in appropriate circumstances.”
• “Retainers are generally billed 6 monthly or quarterly, as stated in the client agreement.”

How RGC Wealth Planning Group’s fees compare

• Its hourly rate of $250-$500 spans the Virginia median of $260. 79% of the 203 other Virginia planners that publish an hourly rate charge less.
• 4 of the 5 other planners in Ashburn that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$10,000 is above the Virginia median of $4,250. 74% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 3 of the 4 other planners in Ashburn 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 RGC Wealth Planning Group

• Firm size: 2 employees.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

2

Services reported to regulators

Financial planning and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342396

Website

smartmoneywhispers.com (opens in new tab)

Phone

(571) 416-0398

Other planners in Ashburn that publish fees

• Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
• Aris Alpha LLCAshburn$250⁠-⁠$300/hr, $4,000
• Hillebrand Financial Planning LLCAshburn$400/hr, $500
• Houlihan Financial Resource Group, LTD.Ashburn$125/hr
• Next Play FinancialAshburn$300/hr, $3,500⁠-⁠$7,000

Compare all 11 planners in Ashburn