Aaa Advisory LLC fees and pricing

Financial planner in Walkersville, Maryland. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 25, 2026, Aaa Advisory LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Project-Based Financial Planning Services are provided on an hourly basis, at the rate of $300 per hour.”

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

“Fees could be negotiable based on factors such as the complexity of your financial situation.”
“Because fees are paid in arrears, no refunds are due upon termination.”
“Services provided under the addendum are billed at a rate of $300 per hour and invoiced quarterly in arrears.”

Its hourly rate of $300 matches the Maryland median of $300. 42% of the 156 other Maryland planners that publish an hourly rate charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

Principal: Patricia A. Bush
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP® and CPA.
Meets clients remotely: the brochure mentions virtual or online meetings.
Registered as an adviser: 2025.

Can advise clients in 3 states: Maryland, Pennsylvania, Virginia

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.