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Wellspent public graph/Firms/Bour Group
Firm

Bour Group

South Riding, Virginia

Fee-only

Bour Group 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 15 individual clients.

Fee-only advisors in Virginia · What fee-only advisors charge in Virginia

Facts

Based inSouth Riding, Virginia
Website9simplesteps.com
Phone(703) 407-6697

Bour Group fees

Bour Group 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 byHourly · Fixed fees
Individual clients15
Employees1
Planning clients11-25
Financial planningOffered
Form ADV filedFebruary 16, 2026
SEC recordCRD 132913

Advisors at this firm (1)