Subscription financial advisors in Virginia
Jump to the 43 firms with published feesFee medians
Subscription planners charge a set monthly or quarterly fee for ongoing advice. The fee doesn't move when your investments go up or down. Every firm here passed our fee only filter: no commission or referral pay reported in its Form ADV or brochure.
The median subscription fee in Virginia is $550 a month (middle half $400-$893), from 39 firms with a current fee (brochure under 18 months old, not just a cap or minimum). 11 firms in Virginia only quote a quarterly planning fee, which we divide by 3 to get a monthly figure. Updated November 2026.
Subscription financial advisors in Virginia and their published fees
43 firms with published fees
Virginia medians: $300/hr, $5,188 flat, $550/mo monthly fee. Ranges are placed by their middle. Near median means within 10%.
| Firm | Hourly rate | Flat or project fee | Monthly fee |
|---|---|---|---|
| Kenneth Dean BennettLynchburgNo AUM fee | $100/hr below the Virginia median | $1,000- | $30/mo below the Virginia median$30/mo below the Virginia median |
| Ad Deum Funds, LLCSouth Riding | $125- | $2,000- | $50/mo below the Virginia median$50/mo below the Virginia median |
| Beacon Wealth Consultants, Inc.RoanokeVirtual meetingsCFP® | $300/hr near the Virginia median | Not published | $100/mo below the Virginia median$300/qtr ($100/mo)$3,500- |
| West Financial Services, Inc.McLean | $250/hr below the Virginia median | Not published | $125/mo below the Virginia median$125/mo below the Virginia median |
| Yes Life FinancialGlen AllenVirtual meetings | Not published | Not published | $25- |
| Present Value Financial Services LLCPurcellvilleNo AUM fee | $150/hr below the Virginia median | $1,000- | $100- |
| Ulmer FinancialCharlottesville | Not published | $1,200- | $100- |
| Intentional-Growth Advisors LLCSuffolkVirtual meetings | $200/hr below the Virginia median | Not published | $150- |
| Everman ProsperityFairfax Station | $320/hr near the Virginia median | $1,770- | From $360/moFrom $1,080/qtr (from $360/mo) |
| Rule72 FinancialPotomac Falls | $270/hr near the Virginia median | Not published | $200- |
| Auburn Skies Financial AdvisorsFairfax | Not published | $3,500- | $300- |
| Fatfire FinancialGlen AllenNo AUM feeVirtual meetings | $250/hr below the Virginia median | Not published | $300- |
| Packard Wealth Strategies LLCAlexandriaCFP® | Not published | $8,400 above the Virginia median | $416/mo below the Virginia median$416/mo below the Virginia median |
| Impact Financial, LLCHenricoCFP® | $300/hr near the Virginia median | Not published | $417/mo below the Virginia median$1,250/qtr ($417/mo) below the Virginia median |
| Luminate Financial PlanningSterling | $200- | $500- | $100- |
| GuidePoint Financial PlanningReston | $250/hr below the Virginia median | Not published | $300- |
| D'Agaro Financial Advisory LLCAlexandria | $225/hr below the Virginia median | $1,500- | $400- |
| Genuine Wealth SolutionsRichmondCFP® | Not published | $500- | $67- |
| PlandeavorArlington | $300/hr near the Virginia median | $500 below the Virginia median | $333- |
| Chatham Wealth Management. LLCMcLean | $250/hr below the Virginia median | Not published | $295- |
| Mason & Associates, LLCNewport News | Not published | $3,000- | $100- |
| Vitality Planning, LLCFalls Church | $250/hr below the Virginia median | Not published | $100- |
| Gilmore Financial PlanningHerndonNo AUM fee | $300/hr near the Virginia median | $3,000- | $300- |
| Well-Planned Financial LLCStaunton | Not published | $300- | $120- |
| Birch Street Financial AdvisorsViennaCFP® | $350- | Not published | From $600/moFrom $600/mo |
| Penny Earned FinancialFort BelvoirNo AUM feeCFP® | Not published | $1,500- | $250- |
| Trio Wealth Management, LLCGreat FallsVirtual meetings | Not published | $250- | $250- |
| Pacesetter Planning LLCArlington | $325/hr near the Virginia median | $1,000- | $625/mo above the Virginia median$625/mo$4,000- |
| Oakton Financial, LLCRestonCFP® | Not published | $2,500 below the Virginia median | $667/mo above the Virginia median$2,000/qtr ($667/mo) above the Virginia median |
| Dream Financial PlanningHerndon | $400/hr above the Virginia median | $4,800- | $400- |
| District Capital Management, LLCArlingtonCFP® | $500/hr above the Virginia median | $600- | $500- |
| Jade & Cowry LLCArlingtonCFP® | $500/hr above the Virginia median | Not published | $525- |
| Noble Hill Planning LLCRichmondNo AUM fee | Not published | $2,000- | $333- |
| FI-Nancial Planner LLCHamilton | $425/hr above the Virginia median | $425 below the Virginia median | $750- |
| Munoz GroupArlingtonNo AUM fee | $595/hr above the Virginia median | Not published | $1,000/mo above the Virginia median$1,000/mo above the Virginia median |
| Stock Plan Advisory Group LLCAlexandriaCFP® | Not published | $2,000- | $1,000/mo above the Virginia median$3,000/qtr ($1,000/mo) above the Virginia median |
| Flatiron Wealth Advisors, LLCHenrico | $200- | Not published | $100- |
| Kitchen Table Financial PlanningRichmondNo AUM feeCFP® | $300/hr near the Virginia median | Up to $20,000 | $417- |
| Bond Financial Planning, LLCHampton | $300/hr near the Virginia median | $2,400- | $200- |
| RGC Wealth Planning GroupAshburnNo AUM fee | $250- | $5,000- | $500- |
| Reel Financial PlanningMidlothianNo AUM feeCFP® | $350/hr above the Virginia median | Up to $20,000 | Up to $2,000/moUp to $2,000/mo |
| Sturman Wealth AdvisorsCharlottesvilleCFP® | Not published | Not published | Up to $2,500/moUp to $7,500/qtr (up to $2,500/mo) |
| Black Dog Wealth, LLCManassasVirtual meetingsCFP® | $300/hr near the Virginia median | $1,000- | $300- |
Subscription fees in Virginia: key findings
- The median subscription fee in Virginia, $550 a month from 39 firms, is $75 above the US median of $475 a month (1,036 firms).
- The median subscription fee in Virginia (39 firms) is tied for the 5th highest of the 28 US states where at least 10 firms publish a current subscription fee.
- A year of subscription planning at the Virginia median ($550 a month, 39 firms) comes to $6,600 before any upfront fee, against a median of $5,188 for a one time plan in Virginia (94 firms).
- 7 of the 39 Virginia firms with a current subscription fee name an upfront, setup or onboarding fee in the same brochure sentence as the subscription fee.
- 27 of the 39 Virginia firms with a current subscription fee also publish an hourly rate.
Source: firms' Form ADV Part 2A brochures filed with the SEC or a state regulator, data as of November 2026. We count a firm when its brochure is under 18 months old and gives a monthly fee, or a quarterly fee we divide by 3, that isn't just a cap or minimum. A range counts at its midpoint. How we count subscription fees
US subscription fee study: all states, upfront fees, hourly and one time plans
| Fee | Median | Middle half of firms | Firms counted |
|---|---|---|---|
| Subscription (per month) | $550/mo | $400- | 39 firms |