Wealthix Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial Planning engagements are offered at an hourly rate of $250.00 per hour.”

Flat or project fee

$500⁠-⁠$10,000

“The fixed fee can range between $500.00 and $10,000.00, depending on complexity and the needs of the client.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Wealthix Capital bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Accounts initiated or terminated during a calendar month will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “Clients may also choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Wealthix Capital’s fees compare

• Its hourly rate of $250 is below the Virginia median of $260. 30% of the 203 other Virginia planners that publish an hourly rate charge less.
• 1 of the 6 other planners in Virginia Beach that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Virginia median of $4,250. 57% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 3 of the 9 other planners in Virginia Beach that publish a flat or project fee charge less.

About Wealthix Capital

• Principal: John Rathbone
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate 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

0.9% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$22,004,182

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

308473

Website

wealthix.com (opens in new tab)

Phone

(757) 204-5727

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

Compare all 28 planners in Virginia Beach