Virtual Tax Planners fees and pricing
Financial planner in Wyoming, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 5, 2026, Virtual Tax Planners charges a flat or project fee of $5,000-$20,000 and a monthly fee of $200-$1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$20,000
“Fixed fee rates range between $5,000 and $20,000.”
- Monthly fee
- $200-$1,500/mo
“Fees are paid monthly in arrears at a rate of $200 - $1,500 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Virtual Tax Planners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Management fees are charged monthly in arrears and are based upon the market value of accounts under supervision by the end of the last day of the month on which the New York Stock Exchange is open for trading (the “Valuation Date”).”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How Virtual Tax Planners’ fees compare
- Its flat or project fee of $5,000-$20,000 is above the Pennsylvania median of $3,650. 87% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About Virtual Tax Planners
- Principal: Louis Tzamalas
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Cash flow and budgeting
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
- 2% a year
- Clients
- 8
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $406,905
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 323082
- Phone
- (570) 704-7731
Other planners in Wyoming that publish fees
- Invictus Financial ServicesWyoming$250/hr, $1,000-$3,000
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A Better Way Financial, LLCAllentown$500-$2,399/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.