Packard Wealth Strategies LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,945,560
Clients
32
0% 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
32
TypicalAverage account size
$404,549
About
Packard Wealth provides investment advisory, financial planning, and wealth management services to individuals (including high-net-worth clients), charitable organizations, corporations, and pension and profit-sharing plans. The firm also offers financial consulting and discretionary management of donor-advised fund accounts as part of its wealth management offering.
The firm begins client engagements with a Financial Policy Statement that combines priorities-driven planning and liability-driven asset allocation, then implements portfolios using a mix of passive funds and structured strategies with documented tilts (size, value, momentum) and, when appropriate, customized laddered bond portfolios. Packard Wealth may engage third-party managers and sub-advisers for specialized sleeves of client portfolios and uses an order management system to monitor external accounts and implement the client’s plan.
Packard Wealth is notable among similar independent advisers for its pension consulting and ERISA fiduciary services (offering both 3(21) co-fiduciary and 3(38) investment manager roles) and for providing group participant education meetings, services that are uncommon for firms of this type. The firm also makes available a box spread synthetic-borrowing strategy managed by a sub-adviser and emphasizes serving veterans, service members, and their families as a primary client focus.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Options & derivatives strategies
Tax-loss harvesting
Passive / index investing
Concentrated stock management
Retirement income strategy
Occupation focus
Military & Veterans
Self-Employed
Demographic focus
Approaching retirement
Fee options
Financial Planning: $8,400 standard; $12,000 for business owners and high-net-worth individuals; Wealth Management fixed monthly fee of $416 (negotiable)
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
$500 per hour, billed in 15-minute increments, negotiable
Wealth Management fixed monthly fee of $416 (negotiable)
Main office location
Packard Wealth Strategies LLC
Alexandria VA, United States
Number of offices
1
Most active in
Packard Wealth Strategies LLC 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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