Firm
AD Deum Funds
South Riding, Virginia
Fee-only
AD Deum Funds at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 13 individual clients.
- Its average account is about $62,000 (assets it manages divided by its 20 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | South Riding, Virginia |
|---|---|
| Website | vollanddiscord.com |
| Phone | (515) 523-3386 |
AD Deum Funds fees
AD Deum Funds doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 · Subscription · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 13 |
| Accounts managed | 20 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 2, 2026 |
| SEC record | CRD 293323 |