U.S. Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$70,000,000
Clients
81
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
81
Very HighAverage account size
$864,198
About
U.S. Advisors, Inc. provides discretionary and non‑discretionary investment management, comprehensive financial planning and hourly consulting to individuals, trusts, estates and business clients. Beyond standard portfolio management, the firm also advises on variable annuities and qualified tuition plans (529s) and performs planning work on an as‑requested basis.
The firm’s investment approach centers on establishing a broad asset allocation tailored to each client’s goals, time horizon and risk tolerance, using mutual funds and exchange‑traded funds as primary building blocks and diversifying within those asset classes. Portfolios are monitored on an ongoing basis, reviewed at least semi‑annually, and generally managed to remain invested rather than attempting to time market moves.
Among peers, the firm is distinctive for offering educational seminars and workshops to individuals, government agencies, associations and corporations as a formal service in addition to advisory work. It also couples CFP‑level planning capability with business arrangements with mutual fund, insurance product providers and an institutional custodian, and it may negotiate fees and account minimums on a case‑by‑case basis.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Hourly financial consultations
Expertise
Wealth management
College savings (529s, UTMA, etc.)
Fee options
Modified flat fee accounts example: 1.00% annual fee described as 0.50% + 0.50%; 0.90% annual fee described as 0.50% + 0.40% (flat fee accounts)
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
$175 per hour for financial planning and hourly financial consulting services; minimum cost for comprehensive financial plan typically $2,000
Account minimum: $250,000 (negotiable and can be waived at advisor's discretion)
Main office location
U.S. Advisors, Inc.
3101 Wilson Blvd, Suite 500
Arlington VA 22201, United States
Number of offices
2
Most active in
U.S. Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
California · District of Columbia · Florida · 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.
-
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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