Investment & Resource Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Investment & Resource Planning provides investment advisory and financial planning services primarily by facilitating access to third‑party managed accounts, model portfolios, and wrap programs for clients including individuals, families, small businesses and government entities. The firm also offers standalone financial and divorce‑planning engagements and educational workshops for groups.
The firm’s investment process centers on selecting and monitoring third‑party managers and model asset allocations, using research tools such as Morningstar Principia to evaluate managers’ objectives, style, performance vs. benchmarks and risk characteristics. It does not take custody or exercise trading discretion over managed accounts and supplements manager oversight with periodic reviews and client reporting.
What is distinctive for this firm is its practitioner specialization and outreach: the principal is a Certified Divorce Financial Analyst who regularly delivers seminars and workshops (including programs for community and professional organizations) and dedicates a portion of time to those educational activities. The firm also plays an explicit role in recommending, selecting and ongoing monitoring of other advisers and receives portioned compensation arrangements from third‑party managers, while maintaining a planning practice billed on an hourly basis.
Client services
Financial planning
Selection of other advisers
Educational seminars or workshops
Expertise
Divorce financial planning
Occupation focus
Government Employee
Demographic focus
Divorced
Married/Couples/Partners
Fee options
Commissions received for securities and insurance products sold through OSAIC Wealth, Inc.; amount varies by product
$250/hour for Divorce Planning; $200/hour for Financial Planning
Fee-only: $250/hour for Divorce Planning; $200/hour for Financial Planning
Main office location
Investment & Resource Planning
400 N. Washington Street, Suite 202
Falls Church VA 22046, United States
Number of offices
1
Most active in
Investment & Resource Planning has reported serving >5 clients in these states in the last 12 months.
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:
-
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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