Graves Light Lenhart Private Wealth Management

Graves Light Lenhart Private Wealth Management at a glance

• One of 305 fee-only firms based in Virginia in the Wellspent graph.
• 7 advisors are listed here; 4 of 7 hold the CFP.
• Its Form ADV reports 11 employees and 403 individual clients, 248 of them high net worth.
• Its average account is about $954,000 (assets it manages divided by its 1,294 accounts).

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

Facts

Graves Light Lenhart Private Wealth Management fees

Graves Light Lenhart Private Wealth Management 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

Advisors at this firm (7)

• Asa Graves

  CFA

• Asa Graves

• Ashley Heatwole

  CFP · CFA

• Jason Fink

• Jeffrey Lenhart

  CFP

• Nicholas Perrine

  CFP

• Ryan Waid

  CFP