Sanchez & Zures, LLC fees and pricing

Financial planner in Mclean, Virginia. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 30, 2026, Sanchez & Zures, LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “Fees for financial planning services are based on a rate of $200.00 per hour.”

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

“In special circumstances, fees rates may be negotiable.”
“Our fees are paid monthly in arrears, with payment due within 10 days from the date of the invoice.”
“Hourly financial planning fees are paid upon completion of the project.”

Its hourly rate of $200 is below the Virginia median of $260. 15% of the 203 other Virginia planners that publish an hourly rate charge less.
1 of the 10 other planners in Mclean that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 142
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $241,940,448
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 139898
Website: szadvisors.com (opens in new tab)
Phone: (703) 349-0330

Can advise clients in 4 states: District of Columbia, Florida, Texas, Virginia

Is something on this page wrong or out of date?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.