Firm
Amauta
Alexandria, Virginia
Fee-only
Amauta at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 27 individual clients, 5 of them high net worth.
- Its average account is about $283,000 (assets it manages divided by its 53 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Alexandria, Virginia |
|---|---|
| Website | amautafinancial.com |
| [email protected] | |
| Phone | (202) 607-0298 |
Amauta fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 2% a year on the first tier of assets |
|---|---|
| Account minimum | $5,000 |
| How it charges | Percentage of assets |
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 · Fixed fees |
|---|---|
| Assets managed | $15 million |
| Individual clients | 22 |
| High-net-worth clients | 5 |
| Accounts managed | 53 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 14, 2026 |
| SEC record | CRD 281419 |