Investment & Resource Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Demographic focus
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
400 N. Washington Street, Suite 202
Falls Church VA 22046
Advisors at this office
1
Most active in
Maryland · Virginia
Also doing business as
Investment & Resource Planning · Investment & Resource Planning Associates, Inc.
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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