Firm
Geometric Advisors
Washington, District of Columbia
Fee-only
Facts
| Based in | Washington, District of Columbia |
|---|---|
| Website | geometricadvisors.com |
| [email protected] | |
| Phone | (973) 525-4901 |
Geometric 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets |
In the firm's words
"Up to $2.5 million 1.00%" source
"Above $10.0 million 0.25%" source
"Up to $2.5 million 1.00%" source
"Geometric does not have a minimum portfolio size" 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 |
|---|---|
| Assets managed | $1.3 billion |
| Individual clients | 17 |
| Financial planning | Offered |
| Form ADV filed | October 5, 2026 |
| SEC record | CRD 171670 |