Virginia Wealth Management Group, Inc. fees and pricing
Financial planner in Virginia Beach, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 6, 2026, Virginia Wealth Management Group, Inc. charges an annual fee of $20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $20,000/yr
“There is no minimum fee required for financial planning or consulting services; however financial planning and consulting fees shall generally not exceed $20,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Virginia Wealth Management Group, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are generally billed in advance each calendar quarter based on the market value of the assets under management/advisement on the last day of the previous calendar quarter.”
- “Fees for financial planning and/or consulting services are billed, in advance, on an hourly rate, fixed rate or on an asset-based basis.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”
How Virginia Wealth Management Group, Inc.’s fees compare
- Its annual fee of $20,000 is above the Virginia median of $6,350. 87% of the 55 other Virginia planners that publish an annual fee charge less.
- 3 of the 5 other planners in Virginia Beach that publish an annual fee charge less.
About Virginia Wealth Management Group, Inc.
“About Our Firm Virginia Wealth Management Group, Inc. (“Virginia Wealth Management”) is a fee-only registered investment adviser that provides investment management and financial advisory services to individual and institutional investors to help them achieve their financial needs and goals.”
- Firm size: 4 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- 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
- 1% a year
- Minimum
- No minimum stated in brochure
- Clients
- 117
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $393,830,795
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 311248
- Website
- vwmg.net (opens in new tab)
- Phone
- (757) 963-1823
Other planners in Virginia Beach that publish fees
- Altura Wealth AdvisorsVirginia Beach$4,000-$25,000, $350-$2,500/mo
- Bay Capital Advisors, LLCVirginia Beach$500/hr, $3,500-$10,000
- Beacon Harbor Wealth AdvisorsVirginia Beach$300/hr, $1,000-$50,000
- Bellars Harris Wealth ManagementVirginia Beach$5,000-$25,000
- Compton Wealth Advisory Group, LLCVirginia Beach$150-$450/hr
- Cook Financial Designs, Inc.Virginia Beach$4,000-$40,000/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.