T.m. Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The hourly fee for these services is $250.”

Flat or project fee

$500⁠-⁠$5,000

“The fixed rate for creating client financial plans is between $500 and $5,000.”

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

How T.m. Wealth Management bills

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

• “The fees for the /workshops/presentations will be charged in advance and payable by check, cash, or PayPal.”
• “Clients may receive a full refund immediately upon termination of service.”
• “Clients may terminate the agreement without penalty, for full refund of TMW’s fees, within five business days of signing the Financial Planning Agreement.”

How T.m. Wealth Management’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.
• 4 of the 10 other planners in Reston that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Virginia median of $4,250. 29% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 2 of the 6 other planners in Reston that publish a flat or project fee charge less.

About T.m. Wealth Management

• Firm size: 6 employees.
• Founded: 2017 (9 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

1.5% a year

Clients

99

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$209,803,730

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

287965

Website

linkedin.com/in/thomasseneca (opens in new tab)

Phone

(703) 537-8351

Can advise clients in 3 states: Texas, Utah, Virginia

Other planners in Reston that publish fees

• Acorn Financial Advisory Services, Inc.Reston$175⁠-⁠$1,295/hr, $3,750
• Brighter Financial Capital Management, LLCReston$150/hr
• Buchanan Wealth ManagementReston$300/hr
• Grey Kirwan FinancialReston$400/hr, $20,000
• Guidepoint Financial PlanningReston$1,000, $300⁠-⁠$600/mo
• Hopwood Financial Services, Inc.Reston$250/hr

Compare all 21 planners in Reston