Neat Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$21,303,834
Clients
27
33% 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
27
TypicalAverage account size
$789,031
About
Neat Financial Planning serves individual clients with tailored financial planning, investment management, and tax preparation, and it also offers educational workshops and seminars for groups or organizations. As with many independent advisers, services are provided under written agreements and include portfolio management for individuals alongside project‑based or ongoing planning engagements.
The firm’s investment approach emphasizes long‑term, passive buy‑and‑hold strategies implemented through asset allocation, with portfolios reviewed at least monthly and rebalanced as needed; investment management is offered on a discretionary basis for managed accounts while financial plans can be delivered as one‑time projects or ongoing services. Financial planning work covers common topics such as retirement, cash flow, insurance, investments, and estate coordination, and the firm relies on client‑provided information and coordination with other professionals where appropriate.
A distinctive aspect of the firm is the integration of in‑house tax preparation with advisory services, led by a principal who holds both CFP® and Enrolled Agent (EA) credentials — a configuration that is less common among independent advisers. The firm’s provision of public educational workshops and seminars in addition to individualized advice further sets it apart from many peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Tax preparation services
Expertise
General retirement planning
Income planning
General tax planning
Wealth management
Passive / index investing
Fee options
Fixed fees for Educational Workshops and Seminars generally range from $0 to $5,000 (negotiable)
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.95% $3,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.85% $10,000,001+: 0.80%
Hourly rate of $300 for early termination of One-Time Project Planning Services
Account minimum: $6,500 Minimum fee: Minimum annual fee of $6,500 for Investment Management Services Fee-only: Fixed fees for Financial Planning Services, e.g., $5,000 for One-Time Project Planning; $6,500 annual fixed fee for Ongoing Financial Planning (fees may be waived or discounted)
Main office location
Neat Financial Planning
103 Rowell Court, Upper Suite
Falls Church VA 22046, United States
Number of offices
1
Most active in
Neat Financial Planning 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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