Neat Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Neat Financial Planning provides financial planning, investment management, tax preparation services, and educational workshops to individual clients (including high-net-worth individuals) and to organizations that engage its seminars. Financial planning is typically delivered in conjunction with ongoing investment management, with one-time project plans and standalone tax-preparation engagements available under separate agreements.
The firm primarily employs a passive, long-term asset-allocation approach grounded in Modern Portfolio Theory, using index mutual funds, ETFs, and periodic rebalancing; investment management is generally discretionary while financial planning recommendations are provided on a non-discretionary basis. It applies both fundamental and technical analysis as part of its process, reviews portfolios regularly, and may aggregate trades for execution or engage an unaffiliated sub-adviser to implement trading when deemed appropriate.
What distinguishes this firm from many small independent advisers is its combination of tax-preparation services and formal tax credentialing alongside financial-planning and investment management, plus a practice of hosting educational workshops and seminars — services the firm highlights in its ADV. The firm also manages a modest number of client relationships and discloses a sub-advisory relationship to execute certain trades, which can affect how implementation and execution are handled for some clients.
Client services
Expertise
Demographic focus
Fee options
Financial Planning Services on a project basis: fixed fee starting at $5,000; Educational Workshops and Seminars: fees range from $0 to $5,000 (negotiable)
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.95% $3,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.85% $10,000,001+: 0.80%
Hourly rate of $300 applies if Financial Planning Services are terminated early (pro-rated for hours worked)
Account minimum: $6,500 annual minimum fee for Investment Management Services Minimum fee: Minimum annual fee of $6,500 for Investment Management Services Fee-only: Financial Planning Services on a project basis: typically fixed fee of $5,000 (negotiable); Ongoing Financial Planning: typically $6,500 annually (fixed fee)
Main office
200 Little Falls, Ste 302 A
Falls Church VA 22046
Advisors at this office
1
Most active in
Virginia
Also doing business as
Neat Financial Planning · Neat Financial Planning, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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