Professional Financial Solutions, LLC logo

Professional Financial Solutions, LLC

Updated today

Client assets under management

$409,272,910

Clients

279

49% high-net worth

Advisors

6

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

47

Low

Average account size

$1,466,928

About

Professional Financial Solutions, LLC serves primarily individual clients — including those with living or irrevocable trusts — and works with small business owners on retirement plans as well as charitable gifting of client securities. The firm offers financial planning, targeted consulting engagements, and investment management, and reported managing $409,664,540 in client assets as of December 31, 2025 (approximately $387,384,560 on a discretionary basis).

The firm typically constructs portfolios using diversified mutual funds and exchange-traded funds and follows a buy-and-hold, passive-minded approach intended to limit active manager risk; it documents client objectives in a client-specific Investment Policy Statement and encourages discretionary authority after an initial relationship period. PFS provides periodic plan updates at no extra cost for investment-management clients, delivers written performance reports at least semiannually, and leaves proxy voting to clients rather than voting on their behalf.

Notable operational features that differ from many peers include a stated managed account minimum of $500,000 (subject to reduction or waiver), an explicit practice of excluding certain assets (cash and identified legacy positions) from fee calculations which can increase a client’s effective fee rate, and a policy of not accepting soft dollars while still receiving custodian-sponsored educational benefits and occasional training (including Dimensional Fund Advisors training) that may inform its fund recommendations. The firm also does not charge advisory fees on employer retirement plans or 529 accounts at this time.

Client services

Financial planning Portfolio management

Expertise

General retirement planning

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning fees are negotiable fixed fees generally ranging from $2,000 to $5,000.

Percentage

$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.50% $2,000,000+: 0.25%

Project-based

Consulting engagements charged $200 to $500 per hour depending on scope and Client's financial situation.

Other

Account minimum: $500,000 Fee-only: Financial planning fixed fees generally range from $2,000 to $5,000; consulting charged hourly from $200 to $500 per hour; investment management fees assessed as tiered percentage of assets under management.

Main office location

Professional Financial Solutions, LLC

10517 A West Drive

Fairfax VA 22030-8144, United States

Number of offices

1

Most active in

Arizona · California · District of Columbia · Florida · Maryland · Montana · New York · North Carolina · Pennsylvania · Texas · Virginia · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Andrew C

Series 65

Fairfax, VA

Professional Financial Solutions, LLC

Andrew Crowe is a financial advisor with Professional Financial Solutions, LLC in Fairfax, VA, holding a Series 65 designation and nine years of industry experience. He has worked at Professional Financial Solutions since 2016. Outside of finance, Crowe is involved in graduation photography with GradImages. Professional Financial Solutions, LLC primarily serves individual clients, including those with trusts, and small business owners, offering financial planning, consulting, and investment management. The firm employs a buy-and-hold, passive investment approach using diversified mutual funds and ETFs and manages over $400 million in client assets.

General retirement planning Founder/Business Owner
user avatar

Michael M

CFP®, Series 65

Fairfax, VA

Professional Financial Solutions, LLC

Michael Mclenigan is a CFP® and holds a Series 65 license, with 28 years of industry experience. He has been with Professional Financial Solutions, LLC since 1997. Professional Financial Solutions, LLC serves primarily individual clients, including those with living or irrevocable trusts, and small business owners on retirement plans and charitable gifting of client securities. The firm offers financial planning, targeted consulting, and investment management, typically using diversified mutual funds and ETFs with a buy-and-hold, passive approach that emphasizes client-specific Investment Policy Statements and discretionary authority after an initial relationship period.

General retirement planning Founder/Business Owner
user avatar

Jennifer D

Series 65

Fairfax, VA

Professional Financial Solutions, LLC

Jennifer Denner is a Series 65 licensed financial advisor with Professional Financial Solutions, LLC in Fairfax, VA. She has five years of industry experience, including seven years at the Door and Hardware Institute prior to joining her current firm in 2019. Professional Financial Solutions, LLC primarily serves individual clients, including those with living or irrevocable trusts, as well as small business owners on retirement plans and charitable gifting of client securities. The firm offers financial planning, consulting, and investment management with a focus on diversified mutual funds and ETFs using a buy-and-hold, passive approach.

General retirement planning Founder/Business Owner
user avatar

Emily M

Series 65

Fairfax, VA

Professional Financial Solutions, LLC

Emily Mc Lenigan is a financial advisor at Professional Financial Solutions, LLC in Fairfax, VA, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at GDIT and S2 Analytical Solutions. Professional Financial Solutions, LLC serves primarily individual clients, including those with living or irrevocable trusts, as well as small business owners focused on retirement plans and charitable gifting of securities. The firm employs a buy-and-hold, passive-minded investment approach using diversified mutual funds and ETFs, managing over $400 million in client assets.

General retirement planning Founder/Business Owner
user avatar

Robert C

CFP®, Series 66

Fairfax, VA

Professional Financial Solutions, LLC

Robert Copeland is a CFP® and holds a Series 66 designation with 17 years of industry experience. He has been with Professional Financial Solutions, LLC since 2018 and previously worked at USAA financial planning services and Madison Wealth Management, LLC. He also has experience with the Museum of the Bible. Professional Financial Solutions, LLC primarily serves individual clients and small business owners, offering financial planning, consulting, and investment management. The firm employs a buy-and-hold, passive investment approach using diversified mutual funds and ETFs, managing over $409 million in client assets as of December 2025.

General retirement planning Founder/Business Owner
user avatar

Renee S

Series 65

Fairfax, VA

Professional Financial Solutions, LLC

Renee Sewall is a financial advisor at Professional Financial Solutions, LLC in Fairfax, VA, holding a Series 65 designation with 11 years of industry experience. She has been with Professional Financial Solutions since 2013. Professional Financial Solutions, LLC primarily serves individual clients—including those with living or irrevocable trusts—and small business owners, providing financial planning, consulting, and investment management. The firm employs a buy-and-hold, passive-minded investment approach using diversified mutual funds and ETFs, and manages over $409 million in client assets.

General retirement planning Founder/Business Owner
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