Fee only financial advisors in Bethesda, Maryland: hourly and flat fee prices

28 registered advisers based in Bethesda offer financial planning for an hourly, fixed or subscription fee, with no commissions.

15 of the 28 fee only firms based in Bethesda publish dollar fees. Their median hourly rate is $375 and their median flat or project fee is $5,500. Updated October 2026.

What advisors in Bethesda charge, from their filed brochures
FeeMedianMiddle half of firmsFirms with a published fee
Hourly rate$375/hr$263⁠-⁠$500/hr13 firms
Flat or project fee$5,500$5,250⁠-⁠$10,5008 firms
Data as of October 2026. Each firm counts once, at the midpoint of the range it publishes. How we calculate this

Fee only advisors in Bethesda and their published fees

15 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Alikos Wealth Management, LLC$100⁠-⁠$400/hr$1,500⁠-⁠$10,000Not published
Arch Financial Advisors LLCNo AUM feeNot published$1,500⁠-⁠$8,000$2,000⁠-⁠$20,000/yr
Beyond Financial Planning, LLC$500/hrNot published$6,000⁠-⁠$12,000/yr
Bontempo Ohly Capital Management, LLC$375/hrNot publishedNot published
Family Office Research, LLC$250/hr$5,000⁠-⁠$10,000Not published
FBB Capital Partners$450/hr$500Not published
Heritage Investors Management Corp$500/hrNot publishedNot published
Macroview Investment Management LLC$500/hr$500⁠-⁠$10,000Not published
Miller Capital Management, Inc.$400/hrNot publishedNot published
MV Capital Management, Inc.$175⁠-⁠$450/hr$1,000⁠-⁠$20,000Not published
Noordzee Capital LLC$350/hrNot publishedNot published
Preserve Private Wealth, LLCNot published$1,000⁠-⁠$20,000Not published
Sandbox Financial Partners, LLC$150⁠-⁠$300/hrNot publishedNot published
Steeley Advisory, LLC$150⁠-⁠$375/hr$500⁠-⁠$10,000Not published
Trumbower Financial Advisors LLC$295⁠-⁠$775/hrNot publishedNot published
Other registered firms that don't publish dollar fees (13)

Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.

See all fee only advisors in Maryland