Firm
Birks Financial
Herndon, Virginia
Fee-only
Birks Financial at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 159 individual clients, 83 of them high net worth.
- Its average account is about $463,000 (assets it manages divided by its 628 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Herndon, Virginia |
|---|---|
| Website | birksfinancial.com |
| Phone | (703) 481-6202 |
Birks Financial fees
Birks Financial 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 | $291 million |
| Individual clients | 76 |
| High-net-worth clients | 83 |
| Accounts managed | 628 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-114987) |
| Financial planning | Offered |
| Form ADV filed | June 10, 2026 |
| SEC record | CRD 118623 |