Firm
Flatiron Wealth Advisors
Henrico, Virginia
Fee-only
Facts
| Based in | Henrico, Virginia |
|---|---|
| Website | flatironwealthadvisors.com |
| [email protected] | |
| Phone | (720) 598-1020 |
Flatiron Wealth Advisors 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.
| Ongoing planning | From $1,200 a year |
|---|---|
| Asset-based fee | 0.9% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"an ongoing fee paid monthly starting at $100 per month" source
"$0 – $1,000,000 0.90%" source
"an ongoing fee paid monthly starting at $100 per month" source
"Our standard advisory fee is based on the average daily balance of market value of the assets under management during the billing cycle" 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 | $3 million |
| Individual clients | 9 |
| Financial planning | Offered |
| Form ADV filed | March 7, 2026 |
| SEC record | CRD 318513 |