Firm
Hopwood Financial Services
Reston, Virginia
Fee-only
Hopwood Financial Services at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 6 advisors are listed here; 5 of 6 hold the CFP.
- Its Form ADV reports 11 employees and 283 individual clients, 169 of them high net worth.
- Its average account is about $702,000 (assets it manages divided by its 1,068 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Reston, Virginia |
|---|---|
| Website | hopwoodfinancial.com |
| Phone | (703) 787-0008 |
Hopwood Financial Services fees
Hopwood Financial Services 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 · Fixed fees |
|---|---|
| Assets managed | $750 million |
| Individual clients | 114 |
| High-net-worth clients | 169 |
| Accounts managed | 1,068 |
| Employees | 11 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-62268) |
| Financial planning | Offered |
| Form ADV filed | August 19, 2026 |
| SEC record | CRD 127927 |