Bond Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Bond Financial Planning, LLC provides discretionary wealth management and financial planning services to individuals and high‑net‑worth clients, including investment management for retirement accounts and standalone or ongoing financial planning engagements. Although many firms in its regulatory peer group focus on pooled or institutional assets, Bond Financial’s brochure describes direct client relationships and individualized wealth-management work.
The firm employs fundamental analysis with a generally long‑term orientation, constructing diversified portfolios primarily using ETFs and mutual funds while also incorporating individual stocks, bonds, and options when appropriate. Bond Financial implements portfolios on a discretionary basis, monitoring allocations, rebalancing as needed, and retaining or trimming legacy positions for tax or portfolio‑fit reasons.
At the time of its ADV filing the firm was newly formed and reported no assets under management, and it combines a percentage‑of‑AUM advisory program with standalone financial planning offered on an hourly basis as well as fixed and ongoing planning engagements — a billing mix that is uncommon among similar managers. The firm’s principal brings a technical engineering background alongside a graduate degree in financial planning and law, and the advisor maintains an institutional custody relationship that supplies brokerage and operational support.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Fee options
Fixed fee engagements ranging from $2,400 to $30,000
$250,000 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.50% annually $5,000,001 - $10,000,000: 0.25% annually $10,000,001+: Negotiable
$300 per hour
Ongoing financial planning services at quarterly rates ranging from $600 to $7,500 per quarter
Account minimum: $250,000 Fee-only: Wealth management fees, hourly fees, fixed fees, and quarterly ongoing financial planning fees
Main office location
Bond Financial Planning, LLC
Hampton VA, United States
Number of offices
1
Most active in
Bond Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
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 not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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