Firm
8th Street Investments
Alexandria, Virginia
Fee-only
8th Street Investments at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 58 individual clients, 35 of them high net worth.
- Its average account is about $810,000 (assets it manages divided by its 206 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Alexandria, Virginia |
|---|---|
| Website | 8thstreetllc.com |
| [email protected] | |
| Phone | (703) 519-0962 |
8th Street Investments fees
8th Street Investments doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, flat fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $167 million |
| Individual clients | 23 |
| High-net-worth clients | 35 |
| Accounts managed | 206 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-121413) |
| Financial planning | Offered |
| Form ADV filed | March 14, 2026 |
| SEC record | CRD 148727 |