Tomlin Financial Advisors, Inc. fees and pricing
Financial planner in Norfolk, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 17, 2026, Tomlin Financial Advisors, Inc. charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Planning services may be provided for $150 per hour for these stand-alone financial plans.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tomlin Financial Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients are billed quarterly, in arrears and fees are deducted from client accounts.”
- “Fees for investment advisory services are billed quarterly based on the value of the assets under management at the end of each quarter.”
How Tomlin Financial Advisors, Inc.’s fees compare
- Its hourly rate of $150 is below the Virginia median of $260. 6% of the 203 other Virginia planners that publish an hourly rate charge less.
- 1 of the 3 other planners in Norfolk that publish an hourly rate charge less.
About Tomlin Financial Advisors, Inc.
“Tomlin Financial Advisors, Inc. provides financial planning and investment advice.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2008 (18 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 73
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $79,493,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 143375
- Phone
- (757) 648-8684
Other planners in Norfolk that publish fees
- Courage Miller Partners, LLCNorfolk$200-$500/hr, $2,500-$10,000
- Ethos Strategic InvestmentsNorfolk$350/hr, $3,500-$7,000
- Heritage Wealth Management Group, LTDNorfolk$1,000-$12,500, $1,000-$12,500/yr
- Wallach Planning & InvestmentsNorfolk$50/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Is something on this page wrong or out of date?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.