Variplan, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
179
Advisors
1
of 1 employees
About
Variplan, LLC provides integrated financial planning and non‑discretionary investment advisory services to individuals and trusts through its proprietary Vantage™ annual engagement package. The firm also accepts occasional customized analytic or consulting engagements billed hourly or for a fixed fee.
Investment advice under Vantage is driven by quantitative methods — including two‑variable Monte Carlo simulation, mean‑variance optimization, regression and other statistical techniques — and emphasizes diversified, low‑cost index and ETF strategies, tax efficiency and periodic rebalancing. Reviews occur at the client‑selected frequency (typically one or two times per year) and the firm adjusts plans and portfolios in response to changes in client circumstances and the investment environment.
Compared with many independent advisors, Variplan does not charge fees based on a percentage of assets; it uses fixed annual engagement fees (with a one‑time initiation fee) and stated hourly rates, all quoted in advance. The firm also offers an optional Vantage Account Management Assistance Program (VAMAP) to assist with directing trades for Charles Schwab‑custodied accounts under a limited power of attorney, while expressly declining to accept custody or exercise discretionary trading authority.
Client services
Expertise
Fee options
$265 per hour for consulting services
Fixed fees for Vantage engagements payable monthly or quarterly in advance
Minimum fee: Annual Vantage fees begin at $1,260 for 1 account and 1 review per year; one-time initiation fee of $570 to $1,500 Fee-only: Fixed fees for Vantage engagements; hourly consulting fees at $265/hour
Main office
8000 Towers Crescent Drive, Suite 1350
Vienna VA 22182
Advisors at this office
1
Most active in
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)