Firm
Potomac Wealth Strategies
Alexandria, Virginia
Fee-only
Potomac Wealth Strategies at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 53 individual clients, 19 of them high net worth.
- Its average account is about $199,000 (assets it manages divided by its 226 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Alexandria, Virginia |
|---|---|
| Website | potomacwealthstrategies.blogspot.com |
| Phone | (703) 746-8195 |
Potomac Wealth Strategies fees
Potomac Wealth Strategies 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 · Fixed fees |
|---|---|
| Assets managed | $45 million |
| Individual clients | 34 |
| High-net-worth clients | 19 |
| Accounts managed | 226 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 30, 2026 |
| SEC record | CRD 151565 |