Professional Financial Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Professional Financial Solutions, LLC serves primarily individual clients — including those with living or irrevocable trusts — and works with small business owners on retirement plans as well as charitable gifting of client securities. The firm offers financial planning, targeted consulting engagements, and investment management, and reported managing $409,664,540 in client assets as of December 31, 2025 (approximately $387,384,560 on a discretionary basis).
The firm typically constructs portfolios using diversified mutual funds and exchange-traded funds and follows a buy-and-hold, passive-minded approach intended to limit active manager risk; it documents client objectives in a client-specific Investment Policy Statement and encourages discretionary authority after an initial relationship period. PFS provides periodic plan updates at no extra cost for investment-management clients, delivers written performance reports at least semiannually, and leaves proxy voting to clients rather than voting on their behalf.
Notable operational features that differ from many peers include a stated managed account minimum of $500,000 (subject to reduction or waiver), an explicit practice of excluding certain assets (cash and identified legacy positions) from fee calculations which can increase a client’s effective fee rate, and a policy of not accepting soft dollars while still receiving custodian-sponsored educational benefits and occasional training (including Dimensional Fund Advisors training) that may inform its fund recommendations. The firm also does not charge advisory fees on employer retirement plans or 529 accounts at this time.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees are negotiable fixed fees generally ranging from $2,000 to $5,000.
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.50% $2,000,000+: 0.25%
Consulting engagements charged $200 to $500 per hour depending on scope and Client's financial situation.
Account minimum: $500,000 Fee-only: Financial planning fixed fees generally range from $2,000 to $5,000; consulting charged hourly from $200 to $500 per hour; investment management fees assessed as tiered percentage of assets under management.
Main office
10517 A West Drive
Fairfax VA 22030
Advisors at this office
6
Most active in
Arizona · California · District of Columbia · Florida · Maryland · Montana · New York · North Carolina · Pennsylvania · Texas · Virginia · Washington
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.
Quick links
Advisors at this firm
Andrew C
Series 65
Fairfax, VA
Professional Financial Solutions, LLC
Andrew Crowe is a financial advisor with Professional Financial Solutions, LLC in Fairfax, VA, holding a Series 65 designation and nine years of industry experience. He has been with Professional Financial Solutions since 2016 and previously worked in graduation photography with GradImages. Outside of finance, he has photographed college graduations. Professional Financial Solutions, LLC serves primarily individual clients and small business owners, offering financial planning, consulting, and investment management. The firm employs a passive, buy-and-hold approach to portfolio construction and manages client assets with an emphasis on documented investment policies and discretionary authority after an initial period.
Michael M
CFP®, Series 65
Fairfax, VA
Professional Financial Solutions, LLC
Michael Mclenigan is a CFP® and holds a Series 65 license, with 28 years of industry experience. He has been with Professional Financial Solutions, LLC since 1997. Professional Financial Solutions, LLC serves primarily individual clients, including those with living or irrevocable trusts, and small business owners on retirement plans and charitable gifting of client securities. The firm offers financial planning, targeted consulting, and investment management, typically using diversified mutual funds and ETFs with a buy-and-hold, passive approach that emphasizes client-specific Investment Policy Statements and discretionary authority after an initial relationship period.
Jennifer D
Series 65
Fairfax, VA
Professional Financial Solutions, LLC
Jennifer Denner is a Series 65 licensed financial advisor with Professional Financial Solutions, LLC in Fairfax, VA. She has five years of industry experience, including seven years at the Door and Hardware Institute prior to joining her current firm in 2019. Professional Financial Solutions, LLC primarily serves individual clients, including those with living or irrevocable trusts, as well as small business owners on retirement plans and charitable gifting of client securities. The firm offers financial planning, consulting, and investment management with a focus on diversified mutual funds and ETFs using a buy-and-hold, passive approach.
Emily L
Series 65
Fairfax, VA
Professional Financial Solutions, LLC
Emily Lee is a financial advisor at Professional Financial Solutions, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at GDIT and S2 Analytical Solutions. Professional Financial Solutions, LLC primarily serves individual clients, including those with trusts, as well as small business owners, offering financial planning, consulting, and investment management. The firm employs a buy-and-hold, passive investment approach using diversified mutual funds and ETFs, and manages over $409 million in client assets.
Robert C
CFP®, Series 66
Fairfax, VA
Professional Financial Solutions, LLC
Robert Copeland is a CFP® and holds a Series 66 designation with 17 years of industry experience. He has been with Professional Financial Solutions, LLC since 2018 and previously worked at USAA financial planning services and Madison Wealth Management, LLC. He also has experience with the Museum of the Bible. Professional Financial Solutions, LLC primarily serves individual clients and small business owners, offering financial planning, consulting, and investment management. The firm employs a buy-and-hold, passive investment approach using diversified mutual funds and ETFs, managing over $409 million in client assets as of December 2025.
Renee S
Series 65
Fairfax, VA
Professional Financial Solutions, LLC
Renee Sewall is a financial advisor at Professional Financial Solutions, LLC in Fairfax, VA, holding a Series 65 designation with 11 years of industry experience. She has been with Professional Financial Solutions since 2013. Professional Financial Solutions, LLC primarily serves individual clients—including those with living or irrevocable trusts—and small business owners, providing financial planning, consulting, and investment management. The firm employs a buy-and-hold, passive-minded investment approach using diversified mutual funds and ETFs, and manages over $409 million in client assets.
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