Firm
Piedmont Wealth Advisory
Reston, Virginia
Fee-only
Facts
| Based in | Reston, Virginia |
|---|---|
| Website | piedmontwealthadvisory.com |
| Phone | (571) 313-5125 |
Piedmont Wealth Advisory fees
Piedmont Wealth Advisory 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 | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $354 million |
| Individual clients | 112 |
| Financial planning | Offered |
| Form ADV filed | September 2, 2026 |
| SEC record | CRD 333693 |