Splizer Invest fees and pricing

Published fees

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

Flat or project fee

$250⁠-⁠$1,000

“The negotiated fixed rate for creating client standard financial plans is between $250 and $1,000.”

Monthly fee

$300/mo

“For RPS Participants there is a reduced planning fee of $300 per month for comprehensive financial planning services.”

Annual fee

$1,000/yr

“One off plan $3,500 + 750 for an update within 24 Months Annual Financial Planning to include quarterly check-ins, annual review: $4,500 Initial Plan Fee (IPF) and $1,000 Annual Plan Fee (APF).”

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

How Splizer Invest bills

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

• “Portfolio management fees are negotiable. 5 These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of SIL's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of SIL’s fees, within five business days of signing the Financial Planning Agreement.”

How Splizer Invest’s fees compare

• Its flat or project fee of $250-$1,000 is below the Virginia median of $4,250. 8% of the 168 other Virginia planners that publish a flat or project fee charge less.
• Its annual fee of $1,000 is below the Virginia median of $6,350. 5% of the 55 other Virginia planners that publish an annual fee charge less.

About Splizer Invest

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

41

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$6,081,963

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331718

Phone

(571) 207-7604

Can advise clients in 4 states: District of Columbia, Maryland, Virginia, West Virginia

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