PlannerFees

Royal Wealth Management fees and pricing

Financial planner in Chesapeake, Virginia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 7, 2026, Royal Wealth Management charges $125 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$125/hr
“Fees are charged at $125.00 per hour.”

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

How Royal Wealth Management bills

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

  • “Fees are the stated Royal Wealth Management Fee unless a charged on the payment term and type of client which notice is provided 10 days in advance to account are as follows: holder(s).”
  • “Clients are invoiced and payment is expected upon completion of work.”
  • “Clients may terminate their $0.00 - $90,000.00 contracts without penalty within five (5) business days of signing our Advisory Client Agreement for a full Fees are billed in advance and can be one time or refund. monthly.”

How Royal Wealth Management’s fees compare

  • Its hourly rate of $125 is below the Virginia median of $260. 5% of the 203 other Virginia planners that publish an hourly rate charge less.
  • 2 of the 3 other planners in Chesapeake that publish an hourly rate charge less.

About Royal Wealth Management

“Description of the Advisory Firm Royal Wealth Management, Inc. (hereinafter “Royal Wealth Management” or “Royal Wealth” or “Adviser”) is an investment advisor that provides clients with investment advisory, goals-based portfolio management services. planning, and The was firm established in July of 2007.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Registered as an adviser: 2008 (18 years).

Planning areas mentioned in the brochure

  • College planning

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management, performance based fees
Charges a % of assets
Yes
Highest asset based fee in brochure
1.95% a year
Clients
124
Employees
3
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, newsletters and publications, market timing, and educational seminars and workshops
Assets managed
$36,450,485
Registered with
State securities regulators
Disciplinary disclosures
Yes. Read them on the SEC site (opens in new tab)
SEC CRD number
147636
Website
royalwealth.com (opens in new tab)
Phone
(434) 609-4262

Can advise clients in 3 states: North Carolina, Ohio, Virginia

Other planners in Chesapeake that publish fees

Compare all 7 planners in Chesapeake

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.