Rule72 Financial fees and pricing

Published fees

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

Hourly rate

$270/hr

“Limited-Scope Financial Planning Fixed Fee Limited-Scope Financial Planning engagements are offered at our hourly rate of $270 per hour.”

Flat or project fee

$2,000⁠-⁠$7,200

“For engagements provided as part of an employee benefit agreement between our firm and an employer, the fees will be paid for by the employer, in advance, at a fixed rate of $2000 - $7200 per participating employee.”

Quarterly fee

$600⁠-⁠$1,800/qtr

“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid quarterly, in arrears, at the rate of $600 - $1800 per quarter.”

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

How Rule72 Financial bills

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

• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How Rule72 Financial’s fees compare

• Its hourly rate of $270 is above the Virginia median of $260. 50% of the 203 other Virginia planners that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$7,200 spans the Virginia median of $4,250. 52% of the 168 other Virginia planners that publish a flat or project fee charge less.

About Rule72 Financial

• Principal: David A. Miller
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

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, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.76% a year

Clients

30

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$8,473,549

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

316922

Website

rule72financial.com (opens in new tab)

Phone

(571) 517-1246

Other planners in Virginia that publish fees

• 8TH Street Investments, LLCAlexandria$250⁠-⁠$500/hr, $2,000⁠-⁠$7,000
• Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
• Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr
• Acorn Financial Advisory Services, Inc.Reston$175⁠-⁠$1,295/hr, $3,750
• Activ8 Family Office LLCMclean$400/hr, $2,500⁠-⁠$100,000
• Acts Financial AdvisorsMclean$450/hr

Compare all 435 planners in Virginia