Sovereign fees and pricing
Financial planner in Vienna, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 9, 2026, Sovereign charges $300 an hour and an annual fee of $18,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“In consideration for providing financial planning service and pursuant to the financial planning agreement, our Firm charges a fixed hourly rate of $300 an hour.”
- Annual fee
- $18,000/yr
“Sovereign pays Orion Advisor Tech $18,000 a year for its service.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sovereign bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Although we prefer direct fee deduction, for clients who do not authorize direct fee deduction from their managed accounts, we accept payments via credit cards or ACH.”
- “These fees are calculated daily, but billed and payable monthly in arrears.”
- “Although we prefer direct fee deduction, for clients who do not authorize direct fee deduction from their managed accounts, we accept payments via credit cards or ACH.”
How Sovereign’s fees compare
- Its hourly rate of $300 is above the Virginia median of $260. 53% of the 203 other Virginia planners that publish an hourly rate charge less.
- 1 of the 8 other planners in Vienna that publish an hourly rate charge less.
- Its annual fee of $18,000 is above the Virginia median of $6,350. 84% of the 55 other Virginia planners that publish an annual fee charge less.
- 2 of the 3 other planners in Vienna that publish an annual fee charge less.
About Sovereign
“Sovereign provides investment management and financial planning services to our clients.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFA.
- Founded: 2016 (10 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
Firm details from Form ADV
- 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
- 205
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $70,735,741
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 314859
- Phone
- (703) 713-2954
Other planners in Vienna that publish fees
- Allegiance Financial GroupVienna$300-$600/hr, $1,000-$100,000/yr
- Alphaplus Wealth Management LLCVienna$595/hr
- B.g. Kaserman & Associates L.L.C.Vienna$500
- Birch Street Financial AdvisorsVienna$350-$450/hr, $1,500
- Capitol Private Wealth Group LLCVienna$350/hr, $10,000
- Discovery Wealth Planning LLCVienna$395/hr, $7,800-$9,900/yr
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.