Sovereign Capital Vantage, Inc. fees and pricing

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

According to its Form ADV Part 2A brochure dated February 10, 2026, Sovereign Capital Vantage, Inc. charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “Financial planning and consulting services are offered on an hourly rate of $150.”

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

“Client will receive a detailed invoice with delivery showing any refund of unused fees, or additional fees due.”
“Fees are billed monthly in arrears based on the amount of assets managed as of the last business day of the month.”
“The annual fee is negotiable and may be reduced for combined household accounts.”

Its hourly rate of $150 is below the Virginia median of $260. 6% of the 203 other Virginia planners 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: 1.75% a year
Clients: 68
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: $26,756,037
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 288492
Website: scvwealthmangement.com (opens in new tab)
Phone: (804) 299-3747

Can advise clients in 3 states: Mississippi, Tennessee, 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Is something on this page wrong or out of date?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.