Steigerwald, Gordon & Koch - Wealth Advisors fees and pricing
Financial planner in Leesburg, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 19, 2026, Steigerwald, Gordon & Koch - Wealth Advisors charges $75-$300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $75-$300/hr
“SGK’s planning and consulting fees are negotiable, but generally are $75 to $300 on an hourly rate basis depending upon the level and scope of the service required and the professionals rendering the service.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Steigerwald, Gordon & Koch - Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the limited event that SGK bills the client directly, payment is due upon receipt of SGK’s invoice.”
How Steigerwald, Gordon & Koch - Wealth Advisors’ fees compare
- Its hourly rate of $75-$300 spans the Virginia median of $260. 15% of the 203 other Virginia planners that publish an hourly rate charge less.
- None of the 3 other planners in Leesburg that publish an hourly rate charge less.
About Steigerwald, Gordon & Koch - Wealth Advisors
- Firm size: 15 employees.
- Registered as an adviser: 1998 (28 years).
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
- 1% a year
- Clients
- 693
- Employees
- 15
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $1,322,699,543
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 111685
- Phone
- (703) 777-8826
Can advise clients in 13 states: California, District of Columbia, Florida, Georgia, Louisiana, Maryland, North Carolina, New York, Pennsylvania, South Carolina, Texas, Virginia, West Virginia
Other planners in Leesburg that publish fees
- Amj Financial Wealth Management LLCLeesburg$250-$500/hr, $1,000-$10,000
- Berg Faircloth Investment AdvisorsLeesburg$150-$250/hr
- Brass CapitalLeesburgUp to $4,000
- Ko FinancialLeesburg$300/hr, $1,200-$2,000
- Noorvest LLCLeesburg$2,500-$7,500
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.