Firm
Patina Wealth
Crozet, Virginia
Fee-only
Patina Wealth 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 166 individual clients, 35 of them high net worth.
- Its average account is about $363,000 (assets it manages divided by its 356 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Crozet, Virginia |
|---|---|
| Website | patinawealth.com |
| Phone | (434) 282-4284 |
Patina Wealth fees
Patina Wealth 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 | $129 million |
| Individual clients | 131 |
| High-net-worth clients | 35 |
| Accounts managed | 356 |
| Employees | 2 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-136943) |
| Financial planning | Offered |
| Form ADV filed | August 11, 2026 |
| SEC record | CRD 283813 |