Firm
The Financial T
Stafford, Virginia
Fee-only
The Financial T 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 64 individual clients.
- Its average account is about $16,000 (assets it manages divided by its 64 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Stafford, Virginia |
|---|---|
| Website | thefinancialt.org |
| Phone | (910) 545-6510 |
The Financial T fees
The Financial T 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 | $1 million |
| Individual clients | 64 |
| Accounts managed | 64 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 4, 2026 |
| SEC record | CRD 299747 |