Firm
Planning Within Reach
Virginia Beach, Virginia
Fee-only
Planning Within Reach 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 1 employee and 42 individual clients, 19 of them high net worth.
- Its average account is about $277,000 (assets it manages divided by its 26 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Virginia Beach, Virginia |
|---|---|
| Website | planningwithinreach.com |
| [email protected] | |
| Phone | (619) 567-9306 |
Planning Within Reach fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $3,000 |
|---|---|
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"$3,000 – $6,000 depending on the complexity of the plan." source
"we charge a percentage of assets for investment management, and a project fee for financial planning." source
"we charge a percentage of assets for investment management, and a project fee for financial planning." 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 | $7 million |
| Individual clients | 23 |
| High-net-worth clients | 19 |
| Accounts managed | 26 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | January 22, 2026 |
| SEC record | CRD 165383 |