Stock Plan Advisory Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 21, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000⁠-⁠$20,000

“AND CONSULTING SPAG charges an ongoing fixed fee between $2,000 to $20,000 for financial planning.”

Quarterly fee

$3,000/qtr

“The quarterly fee of $3,000 is due at the end of each quarter, i.e.”

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

How Stock Plan Advisory Group LLC bills

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

• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Fees for financial plans are billed at the end of each quarter.”
• “The first quarter will be prorated by the number of days remaining in the quarter.”

How Stock Plan Advisory Group LLC’s fees compare

• Its flat or project fee of $2,000-$20,000 spans the Virginia median of $4,250. 86% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 13 of the 14 other planners in Alexandria that publish a flat or project fee charge less.

About Stock Plan Advisory Group LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Cash flow and budgeting

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

18

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$19,446,128

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

314680

Website

stockplanadvisory.com (opens in new tab)

Phone

(202) 680-3393

Other planners in Alexandria that publish fees

• 8TH Street Investments, LLCAlexandria$250⁠-⁠$500/hr, $2,000⁠-⁠$7,000
• American Executive Advisors, LLCAlexandria$250/hr, $500⁠-⁠$10,000
• Core Fiduciary AdvisorsAlexandria$250/hr, $350
• Craftwork Capital LLCAlexandria$500⁠-⁠$8,000
• D'agaro Financial Advisory LLCAlexandria$225/hr, $1,500⁠-⁠$2,250
• Fischer Wealth Advisors, LLCAlexandria$150/hr, $800

Compare all 24 planners in Alexandria