Firm
Mount Ararat Financial Services
Washington, District of Columbia
Fee-only
Mount Ararat Financial Services at a glance
- One of 24 fee-only firms based in District of Columbia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 2 individual clients, 1 of them high net worth.
- Its average account is about $44,000 (assets it manages divided by its 8 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Facts
| Based in | Washington, District of Columbia |
|---|---|
| Website | mountararatfinancialservices.com |
| [email protected] | |
| Phone | (202) 630-5992 |
Mount Ararat Financial Services fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $7,980 a year |
|---|---|
| One-time plan | From $1,995 |
| Account minimum | None |
| How it charges | One-time plans or projects · Ongoing planning fee |
In the firm's words
"Single Person ## $1,995" source
"Single Person per quarter ## $1,995" source
"No. Mount Ararat Financial Services does not have a minimum asset requirement." source
"Quarterly subscription service exclusively for clients who have received a Comprehensive Financial Plan from us" source
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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $0 million |
| Individual clients | 1 |
| High-net-worth clients | 1 |
| Accounts managed | 8 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | September 9, 2026 |
| SEC record | CRD 331136 |