Birch Street Financial Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$63,648,269
Clients
30
80% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
TypicalAverage account size
$2,121,609
About
The firm provides investment management and financial planning to individuals, trusts, and high‑net‑worth clients, overseeing approximately $63.6 million in discretionary assets for about 30 clients. Services include portfolio management implemented through third‑party managers/TAMPs and a range of financial planning engagements offered on hourly, project, or ongoing bases, with referrals for tax return preparation to an affiliated accounting practice.
Investment implementation is generally discretionary and frequently relies on model portfolios supplied by sub‑advisors and TAMPs; the firm emphasizes passive investment management using index mutual funds and ETFs and monitors TAMP holdings, concentrations, and compliance as part of its oversight. Clients receive periodic reviews and reporting, and the firm uses an institutional custodian platform to execute and custody client assets.
What is distinctive is the firm’s affiliation with an accounting practice: the managing member spends a substantial portion of time providing tax compliance and consulting and may refer clients to that affiliated CPA entity, and legacy tax clients can receive standalone planning services. As a small advisory practice with a limited client roster, the firm pairs outsourced model management with in‑house financial planning and tax expertise, an operating structure that is uncommon among peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Tax strategies for small businesses
Fee options
Project-based financial planning fixed fee agreed upon before work begins; upfront fee starting at $1,500 for ongoing financial planning
$0 - $200,000: 2% $200,001 - $400,000: Minimum annual fee of $4,000 billed monthly $400,001 - $1,000,000: 0.95% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.70% $5,000,001+: Negotiable
$350 to $450 per hour for financial planning services
Ongoing financial planning fees starting at $600 per month or $1,800 per quarter, with annual increases of at least 3%
Account minimum: $250,000 Minimum fee: $4,000 minimum annual advisory fee, billed monthly ($333 monthly) for accounts $200,000 to $400,000; minimum fee may be waived or reduced at firm's discretion Fee-only: Fixed fees for project-based financial planning (amount agreed upon before start, up to $500 over 6 months in advance); hourly financial planning fees ranging from $350 to $450 per hour; ongoing financial planning fees starting at $600 per month or $1,800 per quarter plus an upfront fee starting at $1,500
Main office location
Birch Street Financial Advisors
Vienna VA, United States
Number of offices
1
Most active in
Birch Street Financial Advisors has reported serving >5 clients in these states in the last 12 months.
Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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