Houlihan Financial Resource Group

Houlihan Financial Resource Group at a glance

• One of 305 fee-only firms based in Virginia in the Wellspent graph.
• 3 advisors are listed here; 1 of 3 hold the CFP.
• Its Form ADV reports 4 employees and 171 individual clients, 93 of them high net worth.
• Its average account is about $633,000 (assets it manages divided by its 564 accounts).

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

Facts

Houlihan Financial Resource Group fees

Houlihan Financial Resource Group 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 (3)

• Carlton Fitch

• Patricia Houlihan

  CFP

• Ryan Houlihan