Family AI! Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,580,066
Clients
7
100% 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
7
Very LowAverage account size
$1,797,152
About
Family Ai! Financial, LLC is a fee-only registered investment adviser that provides discretionary portfolio management and both ongoing and project-based financial planning to individuals and high‑net‑worth clients. The firm reports roughly $12.58 million in assets under management across seven client relationships and also offers educational seminars and speaking engagements as part of its services.
The firm’s investment approach mixes modern portfolio theory with both passive and active fund selections, and it incorporates tax, liquidity, and socially responsible (ESG) considerations when constructing portfolios. Family Ai! emphasizes long‑term holdings but may use shorter‑term trades as appropriate, and it typically manages accounts on a discretionary basis while tailoring planning across topics such as retirement, estate, business, and cash‑flow planning.
Noteworthy aspects of the practice include its very small client roster with relatively high assets per client, which aligns the firm more with wealthier households than broad retail clientele. The brochure also highlights less common features for a solo independent adviser: a marketed business name for outreach, a formal offering of educational seminars and speaking engagements, and a trading policy that implements client orders on an individual rather than aggregated block basis.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project-based financial planning fixed fees range from $1,000 to $5,000; Educational seminars fees range from $500 to $5,000
1.00% annually
$500 per hour for project-based financial planning
Ongoing Financial Planning service fees range from $5,000 to $10,000 annually, paid quarterly
Minimum fee: $10,000 minimum annual fee Fee-only: Fee-only firm, compensated solely by Clients for advisory services
Main office location
Family AI! Financial
Centreville VA, United States
Number of offices
2
Most active in
Family AI! Financial 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 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
Quick links
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