Firm
Katz Family Financial Advisors
Alexandria, Virginia
Fee-only
Katz Family Financial Advisors at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 133 individual clients, 36 of them high net worth.
- Its average account is about $333,000 (assets it manages divided by its 333 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Alexandria, Virginia |
|---|---|
| Website | katzfamilyfinancial.com |
| Phone | (301) 961-6030 |
Katz Family Financial Advisors fees
Katz Family Financial Advisors 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 | $111 million |
| Individual clients | 97 |
| High-net-worth clients | 36 |
| Accounts managed | 333 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-81034) |
| Financial planning | Offered |
| Form ADV filed | October 22, 2026 |
| SEC record | CRD 133600 |