Firm
Brockenbrough
Richmond, Virginia
Fee-only
Brockenbrough at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 15 advisors are listed here; 10 of 15 hold the CFA.
- Its Form ADV reports 31 employees and 482 individual clients, 364 of them high net worth.
- Its average account is about $9.7 million (assets it manages divided by its 568 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Richmond, Virginia |
|---|---|
| Website | thebespokestrategies.com |
| Phone | (804) 288-0404 |
Brockenbrough fees
Brockenbrough 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 · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $5.5 billion |
| Individual clients | 118 |
| High-net-worth clients | 364 |
| Accounts managed | 568 |
| Employees | 31 |
| Planning clients | 0 |
| Registered with | The SEC (801-6691) |
| Financial planning | Offered |
| Form ADV filed | May 13, 2026 |
| SEC record | CRD 105142 |