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Wellspent public graph/Firms/Enriched Advice, LLC
Firm

Enriched Advice, LLC

Richmond, Virginia

Fee-only

Enriched Advice, LLC 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.
  • Its average account is about $911,000 (assets it manages divided by its 11 accounts).

Fee-only advisors in Virginia · What fee-only advisors charge in Virginia

Facts

Based inRichmond, Virginia
Websiteenrichedadvice.com
Email[email protected]
Phone(804) 220-0090

Enriched Advice, LLC fees

Enriched Advice, LLC 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 byPercentage of assets · Hourly · Fixed fees
Assets managed$10 million
Individual clients0
Accounts managed11
Employees1
Planning clients1-10
Financial planningOffered
Form ADV filedAugust 5, 2026
SEC recordCRD 332996

Advisors at this firm (1)