Addax Bridge Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$400/hr

“The fee is dependent upon the complexity and specific needs of the Client; factors that go into determining the fee are based on the amount of time dedicated to the financial planning engagement, at a minimum fixed fee of $250 per hour, not to exceed $400 per hour.”

Flat or project fee

$5,000⁠-⁠$6,000

“Fixed fee rates range between $5,000 to $6,000.”

Annual fee

$6,000/yr

“We charge an annual fixed fee of $6,000 for Ongoing Financial Planning.”

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

How Addax Bridge Financial bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The annual advisory fee is paid quarterly in arrears based on the value of Client’s account(s) as of the last day of the billing period.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Addax Bridge Financial’s fees compare

• Its hourly rate of $250-$400 spans the Maryland median of $300. 53% of the 156 other Maryland planners that publish an hourly rate charge less.
• None of the 2 other planners in Potomac that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$6,000 is above the Maryland median of $4,335. 67% of the 133 other Maryland planners that publish a flat or project fee charge less.
• Its annual fee of $6,000 is above the Maryland median of $5,000. 54% of the 28 other Maryland planners that publish an annual fee charge less.

About Addax Bridge Financial

• Principal: Robin Kizito
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

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% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

335247

Phone

(240) 292-9478

Other planners in Potomac that publish fees

• Meritis Wealth Management, Inc.Potomac$500/hr
• Reges Wealth Management LLCPotomac$500/hr, $1,000⁠-⁠$2,500
• 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
• Aaa Advisory LLCWalkersville$300/hr
• Accordant Advisory Group, Inc.Annapolis$500/hr
• Adenry Wealth LLCColumbia$300/hr, $300

Compare all 5 planners in Potomac