Sturman Wealth Advisors fees
Financial planner in Charlottesville, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 26, 2026, Sturman Wealth Advisors (Charlottesville, VA) charges a quarterly fee of up to $7,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change.
- Quarterly fee
- Up to $7,500/qtr
“Ongoing financial planning fees range up to $7,500 per quarter.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab) and EA
- Team size
- 2 employees
- Registered since
- 2024 (2 years)
How Sturman Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Financial planning fees for ongoing engagements are invoiced quarterly in advance.”
- “Financial planning fees are paid via check, credit card, or ACH.”
About Sturman Wealth Advisors
- Founded: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, quarterly planning fees, and a percentage of assets under management
- Clients
- 91
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $116 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of February 26, 2026
- CRD number
- 331560 (opens in new tab)
- Phone
- (434) 201-2255
Registered or notice filed in 6 states: Louisiana, Maine, Massachusetts, New Hampshire, Texas, Virginia
Other planners in Charlottesville that publish fees
- Rede Wealth, LLCCharlottesvilleAnnual up to $10,000/yr
- High Top Growth PartnersCharlottesvilleHourly $500/hr, Flat $10,000
- Marotta Wealth Management, Inc.CharlottesvilleHourly $500/hr
- Broadpark Advisors, LLCCharlottesvilleHourly $250/hr, Flat $1,000-$2,500
- Nicolette Financial Advisors LLCCharlottesvilleHourly $150-$200/hr
- Solitude Financial Services, Inc.CharlottesvilleHourly $250/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Is something on this page wrong or out of date?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.