Present Value Financial Services LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
1
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$0
About
The firm serves individuals and families across income levels, providing comprehensive and modular financial planning, investment management, tax return preparation, and general financial education. It operates as a sole-practitioner registered investment adviser and does not take custody of client funds or accept commission-based compensation.
The firm begins engagements by developing an Investment Policy Statement and uses a bottom-up fundamental analysis approach combined with capital market theory to build cost-conscious, diversified portfolios with a buy-and-hold emphasis while monitoring client accounts at least quarterly. Clients may select from client-implemented recommendations, advisor-implemented non-discretionary plans, or discretionary management, and most engagements include review of emergency savings, debt, and insurance risks.
What is distinctive about the firm is its focus on financial education and outreach—offering seminars and workshops to the public, often free when firm-sponsored—which is uncommon among solo independent advisers. Its fee model is also atypical for the category: rather than relying on a percentage-of-AUM fee, the firm uses hourly and fixed fees plus flat quarterly retainers for investment management, and it reports zero assets under management while reporting more than $3 million in assets under advisement, indicating a recommendations-focused practice where clients frequently implement trades themselves.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Cash flow / budgeting
Income planning
General tax planning
Wealth management
Fee options
Fixed fee for comprehensive financial plans ranging from $1,000 to $4,500; Fixed fees for tax preparation services determined individually.
$150 per hour for financial planning services
Fee-only: Financial planning services charged at $150 per hour; Fixed fees for comprehensive financial plans range from $1,000 to $4,500 depending on complexity; Fixed fees for tax preparation determined on client-by-client basis.
Main office location
Present Value Financial Services LLC
Purcellville VA, United States
Number of offices
1
Most active in
Present Value Financial Services 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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