Wallach Planning & Investments fees and pricing
Financial planner in Norfolk, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 10, 2026, Wallach Planning & Investments charges $50 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $50/hr
“Separate financial planning is available from Wallach Planning & Investments at a cost of $50 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wallach Planning & Investments bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This planning fee will be billed in six-minute increments, and a partial increment will be treated as a whole.”
- “Fees for these services are negotiable at the discretion of the firm principal.”
- “Fees for financial planning services are due upon delivery of advice.”
How Wallach Planning & Investments’ fees compare
- Its hourly rate of $50 is below the Virginia median of $260. None of the 203 other Virginia planners that publish an hourly rate charge less.
- None of the 3 other planners in Norfolk that publish an hourly rate charge less.
About Wallach Planning & Investments
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2003 (23 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- 1.6% a year
- Clients
- 45
- 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
- $37,946,885
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 128419
- Phone
- (757) 408-4497
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
- Tomlin Financial Advisors, Inc.Norfolk$150/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Is something on this page wrong or out of date?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.