Fee-OnlyFinder

Benjamins Money

Financial planning in McLean, VA

SEC registeredNo commissions reported

Call (240) 395-4455Send a messageMap ↗

Public-record details

Address
7918 Jones Branch Dr., 4th Floor, McLean, VA 22102
Phone
(240) 395-4455
Listed under
Financial planning, % of assets managed
Legal name
1787fp Investment Services, LLC
CRD number
328273
Registration
SEC registered since 2024-03-01
Compensation (Form ADV 5.E)
Percentage of assets under management; Other (Software & Financial Planning Fees Retainer Fees)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management
$9.1 million
Accounts managed
13
Clients reported (Form ADV 5.D)
5
Individual / high-net-worth clients
0 / 5
Employees
3
Other business activities (Form ADV 6.A)
Also active as: insurance broker or agent
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-06

SEC registered investment adviser, CRD 328273, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in McLean

4j Wealth Management, LLC1355 Beverly Rd, Suite 310 · McLean, VA 22101 · (703) 566-9573 · Financial planningCRD 297268 · % of assets, Hourly charges, Fixed fees · $348.1 million AUMSEC registeredNo commissions reportedActiv8 Family Office LLC1775 Tyson's Blvd, 5th Floor, Suite 5175 · McLean, VA 22102 · (978) 870-0255 · Financial planningCRD 337753 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedActs Financial Advisors1390 Chain Bridge Rd #10147 · McLean, VA 22101 · (571) 749-5522 · Financial planningCRD 325930 · % of assets, Hourly charges, Fixed fees · $126.5 million AUMSEC registeredNo commissions reportedAdvisors Financial, INC.8201 Greensboro Drive, Suite 415 · McLean, VA 22102 · (703) 883-0300 · Financial planningCRD 144837 · % of assets, Hourly charges, Fixed fees · $321.2 million AUMSEC registeredNo commissions reportedAegis Financial Corporation6862 Elm Street, Suite 830 · McLean, VA 22101 · (703) 528-7788 · % of assets managedCRD 111587 · % of assets · $1.4 billion AUMSEC registeredNo commissions reportedAlexander Randolph Advisory INC8200 Greensboro Drive, Suite 1125 · McLean, VA 22102 · (703) 734-1507 · Financial planningCRD 106024 · % of assets, Hourly charges, Fixed fees · $403.9 million AUMSEC registeredNo commissions reportedAlpha Financial Advisors, LLC8260 Greensboro Drive, Suite 125 · McLean, VA 22102 · (703) 442-7686 · Financial planningCRD 116291 · % of assets, Hourly charges, Fixed fees · $218.3 million AUMSEC registeredNo commissions reportedAndersen1861 International Drive, Suite 501 · McLean, VA 22102 · (571) 382-0020 · Financial planningCRD 124205 · % of assets, Hourly charges, Fixed fees · $6.3 billion AUMSEC registeredNo commissions reported

All 30 in McLean →