Firm
Lodestar Financial Management
Arlington, Virginia
Fee-only
Lodestar Financial Management 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 21 individual clients, 3 of them high net worth.
- Its average account is about $368,000 (assets it manages divided by its 132 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Arlington, Virginia |
|---|---|
| Website | lodestarfm.com |
| Phone | (571) 249-5536 |
Lodestar Financial Management fees
Lodestar Financial Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee. 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 | Fixed fees |
|---|---|
| Assets managed | $49 million |
| Individual clients | 18 |
| High-net-worth clients | 3 |
| Accounts managed | 132 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | April 1, 2026 |
| SEC record | CRD 155689 |