Firm
Acadia Financial Services LLC
Burke, Virginia
Fee-only
Acadia Financial Services LLC at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 20 individual clients.
- Its average account is about $89,000 (assets it manages divided by its 73 accounts).
- Its ongoing planning fee starts at $600 a year, below the Virginia median of $4,992.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Burke, Virginia |
|---|---|
| Website | acadiafs.com |
| [email protected] | |
| Phone | (571) 444-8696 |
Acadia Financial Services LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $600 a year |
|---|---|
| One-time plan | From $200 |
| How it charges | Ongoing planning fee · Percentage of assets |
In the firm's words
"$50 and Up per Month ($600 and Up Annually; Paid Monthly)" source
"upfront fee $200 None None" source
"There is an additional investment management fee paid to XY Invest (XYI) of 0.35% of total Assets Under Management (AUM)." source
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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 20 |
| Accounts managed | 73 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | January 8, 2026 |
| SEC record | CRD 309270 |