Fee-only adviser · Alexandria, VA
Potomac Wealth Strategies, LLC
Potomac Wealth Strategies, LLC is a fee-only investment adviser registered with the securities regulators of Louisiana, Virginia, with a mailing address in Alexandria, Virginia (its office is a private residence, so the street address is not published). On its latest Form ADV, filed January 30, 2026, it reports $45M in regulatory assets under management, 53 individual clients and 1 employee who gives 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: Louisiana, Virginia |
|---|---|
| Firm CRD number | 151565 |
| Office | Alexandria, VA (mailing address; office not published) |
| Phone | (703) 746-8195 |
| Website | potomacwealthstrategies.blogspot.com |
| Regulatory assets under management | $45M |
| Individual clients | 34 non-high-net-worth, 19 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 30, 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 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 Alexandria
- Monument Wealth Management $648M
- Westbourne Investments, Inc. $276M
- Craftwork Capital LLC $102M
- C.l. Sheldon & Company, LLC $111M
- Katz Family Financial Advisors, LLC $111M
- Arkagos Advisors & Asset Management, Inc. $65M
See all 21 fee-only advisers in Alexandria →
Nearby
- National Harbor 1 firm
- Fort Washington 1 firm
- Arlington 26 firms
- Washington 21 firms
- Falls Church 3 firms
- Annandale 1 firm
- Landover 1 firm
- Burke 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Potomac Wealth Strategies, LLC? Update this listing.