Firm
Covenant Wealth Advisors
Richmond, Virginia
Fee-only
Facts
| Based in | Richmond, Virginia |
|---|---|
| Website | covenantwealthadvisors.com |
| Phone | (804) 729-5265 |
Covenant Wealth Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $1,000,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Our services are designed for households with $1 million or more in combined investable assets." source
"We charge a transparent annual fee based on a small percentage of the assets we manage for you" source
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 | $910 million |
| Individual clients | 242 |
| Financial planning | Offered |
| Form ADV filed | May 13, 2026 |
| SEC record | CRD 155221 |