Advocate Investing Services fees and pricing

Published fees

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

Hourly rate

$400/hr

“Our hourly fee is $400 per hour and our fixed fee ranges from $1,000 to $10,000.”

Flat or project fee

$1,000⁠-⁠$10,000

From the same sentence as above.

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

How Advocate Investing Services bills

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

• “Our annual portfolio management fee is billed and payable quarterly in advance based on the average daily balance of your account during the previous quarter.”
• “Our advisory fee is negotiable, depending on individual client circumstances.”
• “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees. 7 Financial Planning Services We charge either an hourly fee or a fixed fee for financial planning services.”

How Advocate Investing Services’ 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.
• Its flat or project fee of $1,000-$10,000 spans the Maryland median of $4,335. 67% of the 133 other Maryland planners that publish a flat or project fee charge less.

About Advocate Investing Services

• Firm size: 5 employees.
• Registered as an adviser: 2022 (4 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

2% a year

Clients

220

Employees

5

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services

Assets managed

$186,574,770

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

273035

Website

linkedin.com/in/josephgallagher (opens in new tab)

Phone

(240) 403-0039

Can advise clients in 8 states: Colorado, District of Columbia, Florida, Maryland, North Carolina, Pennsylvania, Texas, Virginia

Other planners in Woodbine that publish fees

• Homewood Capital Management East LLCWoodbine$150/hr
• 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
• Aaa Advisory LLCWalkersville$300/hr
• Accordant Advisory Group, Inc.Annapolis$500/hr
• Addax Bridge FinancialPotomac$250⁠-⁠$400/hr, $5,000⁠-⁠$6,000
• Adenry Wealth LLCColumbia$300/hr, $300

Compare all 302 planners in Maryland