Cedar Grove Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cedar Grove Financial Planning is a fee-only financial planning firm that provides fiduciary planning services to individuals and families, with stated additional expertise serving United States Foreign Service members, military service members, and other U.S. citizens temporarily residing abroad. The firm’s Form ADV also indicates it may serve a range of non-individual clients — including charitable organizations, corporate and business clients, pension or profit-sharing plans, banking and insurance entities, state or municipal clients, other investment advisers, and sovereign wealth-type clients — a client mix that is less common for solo independent advisers.
The firm delivers planning on a flat-fee or hourly basis through a multi-meeting process that follows the CFP Board’s collaborative, holistic planning steps and uses third-party research and planning software (including Monte Carlo analysis) for scenario modeling. Cedar Grove does not manage client assets, does not accept investment discretion, and does not charge percentage-of-assets-under-management fees, so recommendations are provided for clients to implement and monitor.
Noteworthy for a single-advisor practice, Cedar Grove combines specialized cross-border and military/foreign-service planning experience with an ADV-identified breadth of institutional and non-individual client types and occasional educational seminars or workshops. The firm also emphasizes behavioral finance in its planning and may offer discretionary discounts or pro bono seminar work for certain groups (for example, active and retired military), practices that stand out relative to many peers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat fee for comprehensive financial planning from $1,500 to $3,500 based on complexity.
Standard hourly rate of $200 for follow-up meetings and limited scope engagements.
Fee-only: Flat rate financial planning fees ranging from $1,500 to $3,500 per plan, based on complexity; additional follow-up and annual updates at $200 per hour; hourly rate of $200 per hour offered in limited circumstances.
Main office
Oakton VA
Advisors at this office
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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