Firm
EAN Equity Financial Services
Leesburg, Virginia
Fee-only
EAN Equity Financial Services 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 64 individual clients, 38 of them high net worth.
- Its average account is about $939,000 (assets it manages divided by its 154 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Leesburg, Virginia |
|---|---|
| Phone | (410) 340-4973 |
EAN Equity Financial Services fees
EAN Equity Financial Services 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 | $145 million |
| Individual clients | 26 |
| High-net-worth clients | 38 |
| Accounts managed | 154 |
| Employees | 1 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-118479) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 117064 |