Firm
Demand Wealth
Oakton, Virginia
Fee-only
Demand Wealth at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 60 individual clients, 39 of them high net worth.
- Its average account is about $523,000 (assets it manages divided by its 315 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Oakton, Virginia |
|---|---|
| Website | demandwealth.com |
| [email protected] | |
| Phone | (888) 788-6465 |
Demand Wealth 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.
| Asset-based fee | 0.5% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"At just 0.5%/year, we provide you with professional money management" source
"At just 0.5%/year, we provide you with professional money management" 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 | $165 million |
| Individual clients | 21 |
| High-net-worth clients | 39 |
| Accounts managed | 315 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-118145) |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 307043 |