Firm
FI-nancial Planner LLC
Hamilton, Virginia
Fee-only
FI-nancial Planner 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 and 44 individual clients, 27 of them high net worth.
- Its average account is about $253,000 (assets it manages divided by its 87 accounts).
- Its ongoing planning fee starts at $9,000 a year, above the Virginia median of $4,992.
- Its hourly rate of $425 is above the Virginia median of $325.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Hamilton, Virginia |
|---|---|
| Website | fi-nancialplanner.com |
| [email protected] | |
| Phone | (571) 207-5071 |
FI-nancial Planner LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $9,000 a year |
|---|---|
| One-time plan | From $1,500 |
| Hourly | $425 an hour |
| Asset-based fee | 0.5% a year on the first tier of assets |
| How it charges | Ongoing planning fee · Percentage of assets · Hourly · Flat fee |
In the firm's words
"Monthly Fee of $750 to $1,250 depending on complexity" source
"Initial Fee of $1,500" source
"$425 per hour" source
"0.5% of Assets Under 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 | $22 million |
| Individual clients | 17 |
| High-net-worth clients | 27 |
| Accounts managed | 87 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 11, 2026 |
| SEC record | CRD 299675 |