Financial Advisor for You, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
168
21% 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
168
Very HighAverage account size
$0
About
Financial Advisor For You, LLC provides fee‑only comprehensive financial planning to individuals and to business entities, including sole proprietorships, limited liability companies, and corporations. Services include cash flow and debt management, insurance and college planning, retirement and tax planning, estate planning, one‑time consultations, and periodic plan check‑ins.
The firm’s investment advice is delivered as part of a broader financial plan rather than through continuous discretionary management; clients maintain custody of assets and typically implement recommendations themselves. When providing investment consultation, FAFY emphasizes low‑cost, passive, market‑mirroring asset allocations, disciplined rebalancing, tax efficiency, and avoidance of speculative strategies.
FAFY is atypical among small independent advisors in explicitly serving corporate/business clients, offering public seminars and workshops, and not charging percentage‑of‑AUM fees, instead using fixed and hourly planning engagements. The managing member’s consumer‑protection and consumer‑education background (including work on student‑loan and health‑insurance issues), a public blog for educational content, and the use of a certified paraplanner contractor shape a practice focused on client education and implementation support.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Debt management
General retirement planning
General tax planning
Occupation focus
Self-Employed
Attorney
Fee options
Fixed fees between $1,500 and $2,500 for comprehensive financial planning
$275/hour for hourly consultations
Fee-only: Fixed fees ranging from $1,500 to $2,500 for comprehensive financial planning, $275 per hour for hourly consultations, and $0 to $500 per seminar
Main office location
Financial Advisor for You, LLC
Washington DC, United States
Number of offices
1
Most active in
Financial Advisor for You, LLC has reported serving >5 clients in these states in the last 12 months.
District of Columbia · Maryland · 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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