Financial Advisor for You, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
168
Advisors
1
of 1 employees
About
Financial Advisor For You, LLC provides fee‑only comprehensive financial planning to individuals and to business entities, including sole proprietorships, limited liability companies, and corporations. Services include cash flow and debt management, insurance and college planning, retirement and tax planning, estate planning, one‑time consultations, and periodic plan check‑ins.
The firm’s investment advice is delivered as part of a broader financial plan rather than through continuous discretionary management; clients maintain custody of assets and typically implement recommendations themselves. When providing investment consultation, FAFY emphasizes low‑cost, passive, market‑mirroring asset allocations, disciplined rebalancing, tax efficiency, and avoidance of speculative strategies.
FAFY is atypical among small independent advisors in explicitly serving corporate/business clients, offering public seminars and workshops, and not charging percentage‑of‑AUM fees, instead using fixed and hourly planning engagements. The managing member’s consumer‑protection and consumer‑education background (including work on student‑loan and health‑insurance issues), a public blog for educational content, and the use of a certified paraplanner contractor shape a practice focused on client education and implementation support.
Client services
Expertise
Occupation focus
Fee options
Fixed fees between $1,500 and $2,500 for comprehensive financial planning
$275/hour for hourly consultations
Fee-only: Fixed fees ranging from $1,500 to $2,500 for comprehensive financial planning, $275 per hour for hourly consultations, and $0 to $500 per seminar
Main office
Washington DC
Advisors at this office
1
Most active in
District of Columbia · Maryland · 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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