Fee-only adviser · Ashburn, VA
Houlihan Financial Resource Group, Ltd.
Houlihan Financial Resource Group, Ltd. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Ashburn, Virginia. On its latest Form ADV, filed March 24, 2026, it reports $357M in regulatory assets under management, 171 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 116670 · SEC file 801-61192 |
| Office | 20405 Exchange Street Suite 371 Ashburn, VA 20147 |
| Phone | (703) 796-0800 |
| Website | www.houlihanfinancial.com |
| Regulatory assets under management | $357M |
| Individual clients | 78 non-high-net-worth, 93 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 24, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Ashburn
- Variplan, LLC Not reported
- Arbor Private Wealth, LLC $160M
- Allen Investment Management $31M
- Capital Fiduciary Advisors $72M
- Different Investments, LLC $14M
- Next Play Financial $17M
See all 9 fee-only advisers in Ashburn →
Nearby
- Sterling 2 firms
- Potomac Falls 1 firm
- Herndon 3 firms
- Reston 16 firms
- Great Falls 2 firms
- Leesburg 5 firms
- South Riding 1 firm
- Chantilly 2 firms
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