Strategent Financial, LLC fees and pricing
Financial planner in Harrisonburg, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 20, 2026, Strategent Financial, LLC charges $250 an hour and an annual fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Fees for financial planning services are billed at the hourly rate of $250.”
- Annual fee
- $5,000/yr
“The minimum annual fee is $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Strategent Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Wealth management fees are payable quarterly in advance.”
- “The first payment is due and payable upon receipt of the managed securities and is assessed on a pro-rata basis for partial calendar quarters.”
- “Fees are negotiable at the sole discretion of Strategent and are typically based on the size and complexity of the services provided to the retirement plan.”
How Strategent Financial, LLC’s fees compare
- Its hourly rate of $250 is below the Virginia median of $260. 30% of the 203 other Virginia planners that publish an hourly rate charge less.
- Its annual fee of $5,000 is below the Virginia median of $6,350. 33% of the 55 other Virginia planners that publish an annual fee charge less.
About Strategent Financial, LLC
“When engaging Strategent to provide wealth management services, clients enter into an agreement setting forth the terms and conditions of the engagement, describing the scope of the services to be provided, and the fee that is due from the client.”
- Firm size: 6 employees.
- Founded: 2008 (18 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
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
- 0.75% a year
- Minimum
- $5,000 minimum fee (stated in brochure)
- Clients
- 134
- Employees
- 6
- 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, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $374,747,138
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 148173
- Phone
- (540) 437-1222
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
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.