Fee-only adviser · Reston, VA
Kaplan Wealth Management, Inc.
Kaplan Wealth Management, Inc. is a fee-only investment adviser registered with the securities regulators of Florida, Maryland, North Carolina, New Jersey, Virginia, with its main office in Reston, Virginia. On its latest Form ADV, filed March 18, 2026, it reports $89M in regulatory assets under management, 287 individual clients and 2 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 | State-registered: Florida, Maryland, North Carolina, New Jersey, Virginia |
|---|---|
| Firm CRD number | 167880 · SEC file 801-78074 |
| Office | 11710 Plaza America DR Suite 2000 Reston, VA 20190 |
| Phone | (703) 352-1780 |
| Website | www.kaplanwealth.com |
| Regulatory assets under management | $89M |
| Individual clients | 201 non-high-net-worth, 86 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 18, 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 not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- 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 Reston
- Acorn Financial Advisory Services, Inc. $1.4B
- The Burney Company $3.6B
- Investology Inc. $250M
- Hopwood Financial Services, Inc. $750M
- Piedmont Wealth Advisory $354M
- Independent Financial Planning $46M
See all 16 fee-only advisers in Reston →
Nearby
- Herndon 3 firms
- Tysons Corner 1 firm
- Vienna 15 firms
- Great Falls 2 firms
- McLean 26 firms
- Sterling 2 firms
- Tysons 2 firms
- Chantilly 2 firms
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