Firm
Emergent Financial Services
Charlottesville, Virginia
Fee-only
Emergent Financial Services at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 5 employees and 246 individual clients, 19 of them high net worth.
- Its average account is about $781,000 (assets it manages divided by its 250 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Charlottesville, Virginia |
|---|---|
| Website | emergentfs.com |
| [email protected] | |
| Phone | (434) 260-1690 |
Emergent Financial Services fees
Emergent Financial Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 |
|---|---|
| Assets managed | $195 million |
| Individual clients | 227 |
| High-net-worth clients | 19 |
| Accounts managed | 250 |
| Employees | 5 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-114160) |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 288434 |