Firm
Stock Plan Advisory Group LLC
Alexandria, Virginia
Fee-only
Stock Plan Advisory Group LLC 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 18 individual clients, 6 of them high net worth.
- Its average account is about $274,000 (assets it manages divided by its 71 accounts).
- Its ongoing planning fee starts at $6,000 a year, above the Virginia median of $4,992.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Alexandria, Virginia |
|---|---|
| Website | stockplanadvisory.com |
| [email protected] | |
| Phone | (202) 680-3393 |
Stock Plan Advisory Group LLC 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.
| Ongoing planning | From $6,000 a year |
|---|---|
| Asset-based fee | 1.25% a year on the first tier of assets |
| Account minimum | $500,000 |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Financial planning services have a minimum fee of $6000 per year billed quarterly." source
"1.25% per year on the first $1,000,000, plus" source
"Our minimum new account size is $500,000." source
"covered by a single fee, calculated as a percentage of invested assets." 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 · Fixed fees |
|---|---|
| Assets managed | $19 million |
| Individual clients | 12 |
| High-net-worth clients | 6 |
| Accounts managed | 71 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | May 21, 2026 |
| SEC record | CRD 314680 |