Firm
Sanchez & Zures
Mclean, Virginia
Fee-only
Sanchez & Zures at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 142 individual clients, 63 of them high net worth.
- Its average account is about $508,000 (assets it manages divided by its 476 accounts).
- Its hourly rate of $200 is below the Virginia median of $325.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Mclean, Virginia |
|---|---|
| Website | szadvisors.com |
| Phone | (703) 349-0330 |
Sanchez & Zures 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.
| Hourly | $200 an hour |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Hourly · Percentage of assets · One-time plans or projects |
In the firm's words
"our financial planning service is billed at $200 per hour" source
"First $0 to $1,000,000 1.00%" source
"our financial planning service is billed at $200 per hour" source
"Portfolio management includes ongoing rebalancing based on fluctuating capital market assumptions and monthly customized reporting. Management fees are:" 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 |
|---|---|
| Assets managed | $242 million |
| Individual clients | 79 |
| High-net-worth clients | 63 |
| Accounts managed | 476 |
| Employees | 2 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-112872) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 139898 |