Accordant Advisory Group, Inc. fees and pricing

Financial planner in Annapolis, Maryland. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 26, 2026, Accordant Advisory Group, Inc. charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “Our Financial Planning service fee is calculated and charged on an hourly basis at the rate of $500 per hour.”

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

“The client is billed quarterly in arrears based on actual hours accrued.”
“Upon termination of any account, AAG will refund to the client the prorated portion of the advisory fee for the quarter of termination.”

Its hourly rate of $500 is above the Maryland median of $300. 85% of the 156 other Maryland planners that publish an hourly rate charge less.
11 of the 13 other planners in Annapolis that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Minimum: $10,000 in assets (stated in brochure)
Clients: 182
Employees: 3
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Assets managed: $277,973,372
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 117474
Website: planaccordingly.com (opens in new tab)
Phone: (410) 348-1499

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