Groom Financial Advisory 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 58 individual clients.
- Its average account is about $483,000 (assets it manages divided by its 202 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Virginia Beach, Virginia |
|---|---|
| Website | groomfinancialadvisory.com |
| [email protected] | |
| Phone | (757) 689-8866 |
Questions about Groom Financial Advisory
How is Groom Financial Advisory paid?
Groom Financial Advisory's Form ADV says it is paid by: percentage of assets, hourly.
How many advisors does Groom Financial Advisory have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Groom Financial Advisory.
What is the average account at Groom Financial Advisory?
Groom Financial Advisory's average account is about $483,000. That's the assets on its Form ADV divided by its 202 accounts.
What does Groom Financial Advisory specialize in?
Groom Financial Advisory's advisors and website list retirement planning, estate & legacy planning and tax planning.
Is Groom Financial Advisory accepting new clients?
Yes, according to Groom Financial Advisory's website, checked October 28, 2026.
Groom Financial Advisory fees
Groom Financial Advisory doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, one-time plans or projects. 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 | $98 million |
| Individual clients | 58 |
| Accounts managed | 202 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 25, 2026 |
| SEC record | CRD 129076 |