Gladwyn Financial Advisors, Inc.
Chantilly, Virginia
Gladwyn Financial Advisors, Inc. at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 98 individual clients, 47 of them high net worth.
- Its average account is about $469,000 (assets it manages divided by its 360 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Chantilly, Virginia |
|---|---|
| Website | gladwynfinancial.com |
| [email protected] | |
| Phone | (703) 810-8424 |
Questions about Gladwyn Financial Advisors, Inc.
How is Gladwyn Financial Advisors, Inc. paid?
Gladwyn Financial Advisors, Inc.'s Form ADV says it is paid by: percentage of assets, hourly.
How many advisors does Gladwyn Financial Advisors, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Gladwyn Financial Advisors, Inc., and 1 hold the CFP.
What is the average account at Gladwyn Financial Advisors, Inc.?
Gladwyn Financial Advisors, Inc.'s average account is about $469,000. That's the assets on its Form ADV divided by its 360 accounts.
What does Gladwyn Financial Advisors, Inc. specialize in?
Gladwyn Financial Advisors, Inc.'s advisors and website list divorce financial planning, retirement planning, tax planning and estate & legacy planning.
Gladwyn Financial Advisors, Inc. fees
Gladwyn Financial Advisors, Inc. 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 by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $169 million |
| Individual clients | 51 |
| High-net-worth clients | 47 |
| Accounts managed | 360 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-131574) |
| Financial planning | Offered |
| Form ADV filed | January 22, 2026 |
| SEC record | CRD 135544 |
Advisors at this firm (2)
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