Swift Creek Wealth Management, LLC
Moseley, Virginia
Swift Creek Wealth Management, 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 8 individual clients, 4 of them high net worth.
- Its average account is about $183,000 (assets it manages divided by its 33 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Moseley, Virginia |
|---|---|
| Website | swiftcreekwealthmanagement.com |
| [email protected] | |
| Phone | (804) 464-3593 |
Questions about Swift Creek Wealth Management, LLC
How is Swift Creek Wealth Management, LLC paid?
Swift Creek Wealth Management, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Swift Creek Wealth Management, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Swift Creek Wealth Management, LLC.
What is the average account at Swift Creek Wealth Management, LLC?
Swift Creek Wealth Management, LLC's average account is about $183,000. That's the assets on its Form ADV divided by its 33 accounts.
What does Swift Creek Wealth Management, LLC specialize in?
Swift Creek Wealth Management, LLC's advisors and website list retirement planning.
Swift Creek Wealth Management, LLC fees
Swift Creek Wealth Management, LLC 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 4 |
| High-net-worth clients | 4 |
| Accounts managed | 33 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 300260 |
Advisors at this firm (1)
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