Arlington Wealth Planning, 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 56 individual clients, 10 of them high net worth.
- Its average account is about $103,000 (assets it manages divided by its 136 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Arlington, Virginia |
|---|---|
| [email protected] | |
| Phone | (703) 300-0448 |
Questions about Arlington Wealth Planning, LLC
How is Arlington Wealth Planning, LLC paid?
Arlington Wealth Planning, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Arlington Wealth Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Arlington Wealth Planning, LLC.
What is the average account at Arlington Wealth Planning, LLC?
Arlington Wealth Planning, LLC's average account is about $103,000. That's the assets on its Form ADV divided by its 136 accounts.
Arlington Wealth Planning, LLC fees
Arlington Wealth Planning, LLC 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 · Fixed fees |
|---|---|
| Assets managed | $14 million |
| Individual clients | 46 |
| High-net-worth clients | 10 |
| Accounts managed | 136 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 6, 2026 |
| SEC record | CRD 289946 |