Advisor at Professional Financial Solutions, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Fairfax, VA 22030-8144
Credentials
CFP®, Series 66
Industry experience
17 years
Robert Copeland is a CFP® and holds a Series 66 designation with 17 years of industry experience. He has been with Professional Financial Solutions, LLC since 2018 and previously worked at USAA financial planning services and Madison Wealth Management, LLC. He also has experience with the Museum of the Bible. Professional Financial Solutions, LLC primarily serves individual clients and small business owners, offering financial planning, consulting, and investment management. The firm employs a buy-and-hold, passive investment approach using diversified mutual funds and ETFs, managing over $409 million in client assets as of December 2025.
Based on Professional Financial Solutions, LLC
Financial planning fees are negotiable fixed fees generally ranging from $2,000 to $5,000.
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.50% $2,000,000+: 0.25%
Consulting engagements charged $200 to $500 per hour depending on scope and Client's financial situation.
Account minimum: $500,000 Fee-only: Financial planning fixed fees generally range from $2,000 to $5,000; consulting charged hourly from $200 to $500 per hour; investment management fees assessed as tiered percentage of assets under management.
10517 A West Drive
Fairfax, VA 22030-8144
Virginia
Professional Financial Solutions, LLC
2018 - Present (8 years)
Museum of the Bible
2018 - 2018 (1 year)
Madison Wealth Management, LLC
2017 - 2017 (1 year)
USAA financial planning services
2013 - 2017 (4 years)
USAA Financial Advisors, Inc.
2013 - 2017 (4 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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