U.S. Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
U.S. Advisors, Inc. provides discretionary and non‑discretionary investment management, comprehensive financial planning and hourly consulting to individuals, trusts, estates and business clients. Beyond standard portfolio management, the firm also advises on variable annuities and qualified tuition plans (529s) and performs planning work on an as‑requested basis.
The firm’s investment approach centers on establishing a broad asset allocation tailored to each client’s goals, time horizon and risk tolerance, using mutual funds and exchange‑traded funds as primary building blocks and diversifying within those asset classes. Portfolios are monitored on an ongoing basis, reviewed at least semi‑annually, and generally managed to remain invested rather than attempting to time market moves.
Among peers, the firm is distinctive for offering educational seminars and workshops to individuals, government agencies, associations and corporations as a formal service in addition to advisory work. It also couples CFP‑level planning capability with business arrangements with mutual fund, insurance product providers and an institutional custodian, and it may negotiate fees and account minimums on a case‑by‑case basis.
Client services
Expertise
Fee options
Modified flat fee accounts example: 1.00% annual fee described as 0.50% + 0.50%; 0.90% annual fee described as 0.50% + 0.40% (flat fee accounts)
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
$175 per hour for financial planning and hourly financial consulting services; minimum cost for comprehensive financial plan typically $2,000
Account minimum: $250,000 (negotiable and can be waived at advisor's discretion)
Main office
3101 Wilson Blvd, Suite 500
Arlington VA 22201
Advisors at this office
1
Most active in
California · District of Columbia · Florida · Maryland · Virginia
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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