Firm
Nautilus Financial Group
Virginia Beach, Virginia
Fee-only
Nautilus Financial Group 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 2 employees and 256 individual clients, 14 of them high net worth.
- Its average account is about $144,000 (assets it manages divided by its 456 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Virginia Beach, Virginia |
|---|---|
| Website | nautilusfingroup.com |
| [email protected] | |
| Phone | (757) 340-7006 |
Nautilus Financial Group fees
Nautilus Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. 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 · Hourly |
|---|---|
| Assets managed | $66 million |
| Individual clients | 242 |
| High-net-worth clients | 14 |
| Accounts managed | 456 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-72303) |
| Financial planning | Offered |
| Form ADV filed | February 9, 2026 |
| SEC record | CRD 157164 |