Family AI! Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Family Ai! Financial is an independent, fee-only advisory firm that serves individuals and high‑net‑worth clients, offering investment management alongside ongoing and project‑based financial planning. The firm’s planning services cover topics such as business planning, retirement and college planning, estate and tax considerations, insurance reviews, and employee benefits optimization.
The firm applies modern portfolio theory to construct asset allocations that combine passive and active vehicles, and it can incorporate socially responsible investing screens when clients request them. Investment management is discretionary and generally delivered in the context of an ongoing planning relationship so that portfolio decisions are intended to align with each client’s broader financial plan and risk tolerance.
Distinctive features include a very small, boutique scale—with a single advisor, a limited client roster, and roughly $12.6 million in assets under management—enabling planner-led, customized engagements rather than standardized programmatic delivery. The firm also offers public and organizational educational seminars (a less common offering among independent advisors) and maintains institutional custodian relationships that emphasize fully digital account opening and integrated technology.
Client services
Expertise
Fee options
Project-Based Financial Planning fixed fees range from $1,000 to $5,000; Educational Seminars fees from $500 to $5,000; Ongoing Financial Planning fixed annual fees from $5,000 to $10,000
1.00% annually, flat and negotiable
Project-Based Financial Planning hourly rate $500
Minimum fee: Minimum annual fee of $10,000 for Investment Management services Fee-only: Firm is fee-only, compensated solely by fees from clients, no commissions
Main office
Fairfax VA
Advisors at this office
1
Most active in
Texas · Virginia
Also doing business as
Family Ai! Financial · Family Ai! Financial LLC · Hartstone Wealth
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
Quick links
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