Variant Private Wealth LLC fees and pricing
Financial planner in Tysons, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 16, 2026, Variant Private Wealth LLC charges $350 an hour and a flat or project fee of $750-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“At the discretion of VPW, financial planning services may be done on an hourly basis with a rate of $350 per hour.”
- Flat or project fee
- $750-$10,000
“Financial Planning fees for initial planning work will vary, but are generally expected to be in the fixed fee range of $750 to $10,000 per plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Variant Private Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm provides Financial Consulting services on an hourly basis charged in arrears.”
- “Financial Planning fees will be due upon receipt of invoice from VPW.”
- “If you become a client in the middle of a month, you will pay a management fee for the number of days left in that month.”
How Variant Private Wealth LLC’s fees compare
- Its hourly rate of $350 is above the Virginia median of $260. 72% of the 203 other Virginia planners that publish an hourly rate charge less.
- Its flat or project fee of $750-$10,000 spans the Virginia median of $4,250. 61% of the 168 other Virginia planners that publish a flat or project fee charge less.
About Variant Private Wealth LLC
“Next, you will be requested to provide documents including personal information, income, expenses, taxable and retirement investments, insurance, tax and other necessary information.”
- Firm size: 4 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
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
- Clients
- 198
- Employees
- 4
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $267,478,020
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 288011
- Phone
- (703) 760-7600
Can advise clients in 6 states: District of Columbia, Florida, Maryland, New York, Texas, Virginia
Other planners in Tysons that publish fees
- Mclean Asset Management Corp.Tysons$250-$1,000/hr
- 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
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.