Birch Street Financial Advisors LLC 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 2 employees and 30 individual clients, 24 of them high net worth.
- Its average account is about $749,000 (assets it manages divided by its 85 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Vienna, Virginia |
|---|---|
| Website | birchstreetadvisors.com |
| [email protected] | |
| Phone | (703) 319-8778 |
Questions about Birch Street Financial Advisors LLC
How is Birch Street Financial Advisors LLC paid?
Birch Street Financial Advisors LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Birch Street Financial Advisors LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Birch Street Financial Advisors LLC, and 1 hold the CFP.
What is the average account at Birch Street Financial Advisors LLC?
Birch Street Financial Advisors LLC's average account is about $749,000. That's the assets on its Form ADV divided by its 85 accounts.
What does Birch Street Financial Advisors LLC specialize in?
Birch Street Financial Advisors LLC's advisors and website list retirement planning, tax planning and estate & legacy planning.
Birch Street Financial Advisors LLC fees
Birch Street Financial Advisors 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 | $64 million |
| Individual clients | 6 |
| High-net-worth clients | 24 |
| Accounts managed | 85 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | October 8, 2026 |
| SEC record | CRD 305749 |