RIA Intel›Advisers›Virginia›NEAT FINANCIAL PLANNING, LLC

NEAT FINANCIAL PLANNING, LLC

Advisory

FALLS CHURCH, VA

Data as of Aug 26, 2026 · Source: SEC Form ADV

Average account

$195K

across 109 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 26, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$21M

Discretionary AUM$18M

Non-Discretionary AUM$3M

Discretionary %86%

Total Clients27

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

27 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

GATEWAY FINANCIAL GROUP, INC.

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$21M

$21M

AMERICAN FINANCIAL PLANNING, INC.

$22M

GOODMAN FINANCIAL ADVISORS, LLC

$21M

GERALD W. BARNARD

$21M

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