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Wellspent public graph/Firms/Variplan
Firm

Variplan

Vienna, Virginia

Fee-only

Variplan 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 179 individual clients.

Specialties Retirement planning

Works with Pre-retirees · Retirees

Fee-only advisors in Virginia · What fee-only advisors charge in Virginia

Facts

Based inVienna, Virginia
Websitevariplan.com
Phone(800) 923-7616

Variplan fees

Variplan 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 byHourly · Fixed fees
Individual clients179
Employees1
Planning clients101-250
Financial planningOffered
Form ADV filedFebruary 23, 2026
SEC recordCRD 143361

Advisors at this firm (1)