The Fintel Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Fintel Group, LLC provides fee-only financial planning and business administrative consulting to individuals, couples, and small businesses, offering comprehensive and modular planning engagements tailored to clients’ goals. The firm states it has no asset minimums and delivers fixed-fee comprehensive plans as well as hourly modular and ongoing support.
The firm’s investment guidance emphasizes long-term, buy-and-hold strategies, asset diversification, dollar-cost averaging, and the use of low-cost mutual funds, with advice tailored to a client’s age, risk tolerance, time horizon, and financial resources. Typical planning engagements run one to three months and include implementation support during the engagement; ongoing work after plan delivery is billed hourly.
Compared with many independent advisors, The Fintel Group does not provide portfolio management, custody, discretionary trading, or percentage-of-AUM and performance-based fee arrangements, instead focusing on written plans and consulting for fixed fees and hourly charges. The owner maintains full-time employment outside the firm, holds a Virginia health/life/annuity examination, and the firm notes it does not accept commissions; it also offers occasional educational workshops and business consulting services.
Client services
Expertise
Fee options
Comprehensive financial plan: $2,500 for single tax filers; $3,000 for all other tax filers
$249 per hour, computed in quarter-hour increments
Fee-only: Comprehensive financial plan: $2,500 for single tax filers; $3,000 for all other tax filers; Hourly fee for modular planning and consulting: $249 per hour
Main office
Woodbridge VA
Advisors at this office
1
Most active in
Virginia
Disclosures
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Business activities & affiliations
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Other specialized services
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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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