Adenry Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Hourly fee services are offered based on a fee of $300 per hour.”

Flat or project fee

$300

“Fees for financial plans are billed $300 up front, and the balance is due upon completion of the plan.”

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How Adenry Wealth LLC bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous billing period.”
• “Fees are generally invoiced directly to the Client but may also be deducted from another account held with Adenry Wealth.”
• “Seminar and Workshop fees are generally invoiced directly to the Client but may also be deducted from another account held with Adenry Wealth.”

How Adenry Wealth LLC’s fees compare

• 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.
• 4 of the 5 other planners in Columbia that publish an hourly rate charge less.
• Its flat or project fee of $300 is below the Maryland median of $4,335. 1% of the 133 other Maryland planners that publish a flat or project fee charge less.
• None of the 6 other planners in Columbia that publish a flat or project fee charge less.

About Adenry Wealth LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2026.

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

1.25% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339945

Phone

(301) 943-6289

Other planners in Columbia that publish fees

• GLR PartnersColumbia$1,500
• Lee Financial Group, Inc.Columbia$150⁠-⁠$450/hr, $500⁠-⁠$10,000
• Patuxent Financial Partners, LLCColumbia$200/hr, $500
• Primas Financial PlanningColumbia$200/hr, $100⁠-⁠$800
• Wagener-Lee, LLCColumbia$150⁠-⁠$350/hr, $500⁠-⁠$10,000
• Wealthy & Wise Family OfficeColumbia$50⁠-⁠$300/hr

Compare all 9 planners in Columbia