Firm
Plandeavor
Arlington, Virginia
Fee-only
Plandeavor at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 11 individual clients.
- Its average account is about $93,000 (assets it manages divided by its 30 accounts).
- Its ongoing planning fee starts at $4,000 a year, below the Virginia median of $4,992.
- Its hourly rate of $300 is in line with the Virginia median of $325.
- Its website says it's taking new clients.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Arlington, Virginia |
|---|---|
| Website | plandeavor.com |
| [email protected] | |
| Phone | (202) 599-2331 |
Plandeavor 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 $4,000 a year |
|---|---|
| One-time plan | From $500 |
| Hourly | $300 an hour |
| How it charges | Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"Minimum Complexity $1,000 (Quarterly)" source
"a one-time Initial Onboarding & Setup fee of $500 is due at the start of each engagement" source
"$300 per hour" source
"Fees for our ongoing comprehensive planning and seasonal oversight are billed quarterly in arrears." 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 | $3 million |
| Individual clients | 11 |
| Accounts managed | 30 |
| Employees | 3 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | August 26, 2026 |
| SEC record | CRD 331046 |