Swift Creek Wealth Management fees
Financial planner in Moseley, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 11, 2026, Swift Creek Wealth Management (Moseley, VA) charges $225 an hour and a flat or project fee of $3,000-$5,000 for financial planning.
- Website: swiftcreekwealthmanagement.com (opens in new tab)
- Call (804) 464-3593
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change.
- Hourly rate
- $225/hr
Below the Virginia median of $300; 25% of the 132 other planners in Virginia that publish an hourly rate charge less.
“We charge an hourly fee of $225 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”
- Flat or project fee
- $3,000-
$5,000 Below the Virginia median of $5,188; 37% of the 93 other planners in Virginia that publish a flat or project fee charge less.
“We charge a fixed fee for financial planning services, which generally ranges from $3,000 - $5,000.”
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
- Team size
- Solo practice (one employee)
- Registered since
- 2019 (7 years)
How Swift Creek Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 8
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $6 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 11, 2026
- CRD number
- 300260 (opens in new tab)
- Phone
- (804) 464-3593
More planners in Virginia that publish fees
- Yes Life FinancialGlen AllenMonthly $25-$250/mo
- Nautilus Financial Group, Inc.Virginia BeachHourly $250/hr
- Ad Deum Funds, LLCSouth RidingHourly $125-$300/hr, Flat $2,000-$2,500
- Reframe Wealth, LLCViennaAnnual up to $10,000/yr
- SCN Capital ManagementWoodbridgeHourly $150/hr
- Harrison Capital ManagementKeswickHourly $100-$250/hr, Flat $200-$2,500
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.