Firm
Investology
Reston, Virginia
Fee-only
Investology 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 5 employees and 350 individual clients.
- Its average account is about $556,000 (assets it manages divided by its 450 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Reston, Virginia |
|---|---|
| Website | investologyinc.net |
| Phone | (703) 429-1975 |
Investology fees
Investology 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 |
|---|---|
| Assets managed | $250 million |
| Individual clients | 350 |
| Accounts managed | 450 |
| Employees | 5 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-130627) |
| Financial planning | Offered |
| Form ADV filed | October 22, 2026 |
| SEC record | CRD 130408 |