1 North Wealth Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Fees currently range from $400 hourly to $3,200 annually for project or more comprehensive planning, depending on the level of service required, and are negotiable.”

Annual fee

$3,200/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How 1 North Wealth Services, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The specific manner in which fees are charged is established in your written Agreement with us. 1NWS will generally bill its fees in arrears on a quarterly basis.”
• “You may elect to be billed for fees or to authorize us to debit fees directly from your account(s). 1NWS prorates the fees due for accounts initiated or terminated during calendar quarter.”
• “For management fees billed in arrears, you will be billed pro rata for that current quarter up to the fate of receipt of written notification.”

How 1 North Wealth Services, LLC’s fees compare

• Its hourly rate of $400 is above the Maryland median of $300. 72% of the 156 other Maryland planners that publish an hourly rate charge less.
• 9 of the 13 other planners in Annapolis that publish an hourly rate charge less.
• Its annual fee of $3,200 is below the Maryland median of $5,000. 18% of the 28 other Maryland planners that publish an annual fee charge less.
• 1 of the 2 other planners in Annapolis that publish an annual fee charge less.

About 1 North Wealth Services, LLC

• Firm size: 5 employees.
• Credentials named in the brochure: CFP® and CFA.
• Registered as an adviser: 2002 (24 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.15% a year

Clients

217

Employees

5

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$320,430,085

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

115948

Website

linkedin.com/showcase/1-north-wealth-services-llc (opens in new tab)

Phone

(410) 975-0099

Can advise clients in 4 states: Maryland, New Hampshire, Pennsylvania, Virginia

Other planners in Annapolis that publish fees

• Accordant Advisory Group, Inc.Annapolis$500/hr
• Annapolitan Investment Group, Inc.Annapolis$150/hr, $250
• Atlantic Financial Planning LLCAnnapolis$280/hr
• Chesapeake Financial PlanningAnnapolis$150⁠-⁠$250/hr, $1,000⁠-⁠$2,500/yr
• Clairwell Financial Planning LLCAnnapolis$500/hr, $5,000⁠-⁠$10,000
• Crest Wealth Advisors LLCAnnapolis$1,000⁠-⁠$3,000, $200⁠-⁠$600/mo

Compare all 21 planners in Annapolis