Reston Wealth Management

Retirement Planning Firm in Reston, VA

Firm Info
Address: 1984 Isaac Newton Square STE 107, Reston, VA 20190, USA
Phone: (703) 481-2280

Firm Size
Assets Under Management: $410 million
# of Advisors: 5
# of Clients: 458
Client to Advisor Ratio: 92:1
Average Account Size: $895,188
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Commissions

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Reston Wealth Management Overview

Reston Wealth Management is a registered investment advisory firm that has been providing investment advice since 2009. The firm is headquartered in Reston, VA, and operates on a fee-based arrangement. The firm specializes in financial planning and portfolio management for individuals and small businesses. Clients of Reston Wealth Management can expect to receive personalized investment advice tailored to their specific needs and goals. In addition to offering financial planning and portfolio management services, Reston Wealth Management also provides its clients with access to a network of other advisors. This means that clients can benefit from a wider range of expertise and perspectives when making investment decisions. Reston Wealth Management takes a client-centric approach to investment advice, meaning that the firm prioritizes the needs and goals of its clients above all else. Reston Wealth Management also functions as an insurance broker/agent. As such, the firm is well-positioned to help clients navigate the complex world of insurance and make informed decisions that align with their overall financial strategy. With years of experience in the industry, Reston Wealth Management has helped countless clients achieve their financial goals by providing thoughtful, informed investment advice and customized financial planning services.

Reston Wealth Management offers its expert services to a diverse range of clients, including individuals, high-net-worth individuals, pension or profit sharing plans, and charitable organizations. Additionally, the firm has the capacity to serve a plethora of corporation types that are not officially listed. With extensive experience and an unwavering commitment to excellence, Reston Wealth Management caters to clients from various backgrounds and with varying asset levels. As for the fee structures available at Reston Wealth Management, the firm offers a comprehensive range of options to accommodate clients' specific needs and preferences. Clients can choose their preferred fee structure depending on the services provided. The available options include a percentage of assets under management (AUM), hourly fees, fixed fees, or commissions. The percentage of AUM is a commonly employed model that charges a percentage of the assets managed by the firm. On the other hand, hourly fees are levied according to the amount of time dedicated to servicing the client, and fixed fees are assessed independently of the type or amount of investment. Finally, commission-based fees apply only when the firm executes a transaction on behalf of the client. With this array of options, Reston Wealth Management proves that its commitment to client satisfaction goes beyond its knowledge and expertise.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Reston Wealth Management does not mention an investment minimum.

How This Office Can Help Reston, VA Residents

Reston Wealth Management provides its clients in Reston, VA with financial planning and investment management services. The firm's financial advisors assist clients in creating a personalized investment portfolio based on their financial goals, risk tolerance and time horizon. They conduct a thorough evaluation of clients' current financial situation, which may include factors such as income, expenses, assets, and debts. Based on the information collected, the team provides tailored advice and recommendations to help clients make informed decisions about their finances. Reston, VA residents may face unique financial situations such as high living expenses due to the region's high cost of living, or a focus on long-term financial planning due to the high percentage of professionals in the area. Additionally, individuals in Reston may have complex employment situations, such as working for government contractors, that require a financial professional who is well-versed in navigating these types of scenarios. Reston Wealth Management's advisors are equipped to handle the financial concerns of this affluent community and are dedicated to helping clients build wealth and achieve their financial goals.

To view the Minimum Investment and Fee Schedule for Reston Wealth Management, visit their Part 2 Brochure.

Services Offered by Reston Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Reston Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Commissions
Unavailable
Subscription (Newsletter or Periodical)
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1984 Isaac Newton Square STE 107, Reston, VA 20190, USA
Phone (703) 481-2280
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  1 Reviews

Other Office Locations

Firm Headquarters
Firm headquarters location 1984 ISAAC NEWTON SQUARE WEST, SUITE 107, RESTON, VA 20190-5039, United States

This firm has no other locations.

State Registrations

Reston Wealth Management is registered to service clients in the following states:

  • California
  • Connecticut
  • Florida
  • Georgia
  • Maryland
  • North Carolina
  • Pennsylvania
  • Texas
  • Virginia

Disciplinary History

Reston Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.