Reel Financial Planning
Midlothian, Virginia
Reel Financial Planning 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 23 individual clients, 5 of them high net worth.
- Its average account is about $155,000 (assets it manages divided by its 31 accounts).
- Its hourly rate of $350 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 | Midlothian, Virginia |
|---|---|
| Website | reelfp.com |
| [email protected] | |
| Phone | (804) 292-2192 |
Questions about Reel Financial Planning
How much does Reel Financial Planning charge?
Reel Financial Planning publishes these prices: hourly: $350 an hour. We found this on its website, checked October 28, 2026.
How is Reel Financial Planning paid?
Reel Financial Planning's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Reel Financial Planning have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Reel Financial Planning.
What is the average account at Reel Financial Planning?
Reel Financial Planning's average account is about $155,000. That's the assets on its Form ADV divided by its 31 accounts.
What does Reel Financial Planning specialize in?
Reel Financial Planning's advisors and website list tax planning, retirement planning, estate & legacy planning and small business owners.
Is Reel Financial Planning accepting new clients?
Yes, according to Reel Financial Planning's website, checked October 28, 2026.
Reel Financial Planning 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.
| Hourly | $350 an hour |
|---|---|
| How it charges | Ongoing planning fee · One-time plans or projects · Hourly · Flat fee |
In the firm's words
"Additional work: $350/hour, only with your approval" source
"Flat fee, split into two payments (half upfront, half at completion)." source
"Flat fee, split into two payments (half upfront, half at completion)." source
"Additional work: $350/hour, only with your approval" 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $5 million |
| Individual clients | 18 |
| High-net-worth clients | 5 |
| Accounts managed | 31 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 29, 2026 |
| SEC record | CRD 333611 |