WS Wealth Management, LLC fees
Financial planner in Washington, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 3, 2026, WS Wealth Management, LLC (Washington, VA) charges an annual fee of up to $2,500 for financial planning.
- Website: wswealthmanagement.com (opens in new tab)
- Call (703) 999-5065
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change.
- Annual fee
- Up to $2,500/yr
Capped at $2,500, at or below the Virginia median of $7,650.
“WSWM may also charge a flat rate fee for consulting and financial planning annually of up to $2,500.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 3 employees
- Registered since
- 2026
How WS Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fee shall be prorated through the date of termination and any remaining balance shall be charged or refunded to the client, as appropriate, in a timely manner.”
About WS Wealth Management, LLC
“Established in 2013 by Jonathan Wagner and Mark Stys, WS Wealth Management, LLC ("WSWM") provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations and business entities as well as the solicitation of investment advisory services.”
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 71
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $90.5 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 3, 2026
- CRD number
- 168114 (opens in new tab)
- Phone
- (703) 999-5065
More planners in Virginia that publish fees
- Marotta Wealth Management, Inc.CharlottesvilleHourly $500/hr
- EvoAdvisorsRichmondAnnual up to $10,000/yr
- SteadyRise Financial LLCArlingtonHourly $250/hr, Flat from $3,000
- Oakleigh Wealth ServicesCrozetHourly $450/hr, Flat $500-$24,000
- Penny Earned FinancialFort BelvoirFlat $1,500-$8,000, Monthly $250-$1,000/mo
- Acadia Financial Services, LLCFairfax StationHourly $400/hr, Annual from $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.