Firm
Packard Wealth Strategies
Alexandria, Virginia
Fee-only
Facts
| Based in | Alexandria, Virginia |
|---|---|
| Website | packardwealth.com |
| Phone | (571) 310-8215 |
Packard Wealth Strategies 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 $4,992 a year |
|---|---|
| One-time plan | From $8,400 |
| Hourly | $500 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Otherwise, the cost is $416 per month" source
"The standard planning fee is $8,400 ." source
"I bill at $500/hour" source
"1% on the first $1,000,000 of assets I manage" 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $13 million |
| Individual clients | 32 |
| Financial planning | Offered |
| Form ADV filed | August 7, 2026 |
| SEC record | CRD 330962 |