Virginia Investment Advisory, Inc. fees and pricing
Financial planner in Henrico, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 11, 2026, Virginia Investment Advisory, Inc. charges $400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Other fees will be prorated on a time committed/work completed basis at an hourly rate of $400.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Virginia Investment Advisory, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for the “Wealth Management Program” are negotiable.”
- “Any retainer or asset-based fees will be prorated accordingly.”
- “Termination and refund terms are the same as described in the third paragraph of “Fees for Wealth Management services” section.”
How Virginia Investment Advisory, Inc.’s fees compare
- Its hourly rate of $400 is above the Virginia median of $260. 83% of the 203 other Virginia planners that publish an hourly rate charge less.
- 3 of the 3 other planners in Henrico that publish an hourly rate charge less.
About Virginia Investment Advisory, Inc.
- Firm size: 2 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 1995 (31 years).
Planning areas mentioned in the brochure
- Estate planning
- Insurance analysis
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
- 0.3% a year
- Clients
- 156
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, and other services
- Assets managed
- $80,524,892
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 117121
- Phone
- (804) 359-5195
Can advise clients in 3 states: Florida, North Carolina, Virginia
Other planners in Henrico that publish fees
- Flatiron Wealth Advisors, LLCHenrico$200-$500/hr, $500-$5,000
- Health & Wealth Works LLCHenrico$60/hr
- Impact Financial, LLCHenrico$300/hr, $1,250/qtr
- 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
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.