Aerie Capital Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“If the engagement is on an hourly basis, the hourly fee for these services is $250 per hour, billed in 15-minute increments.”

Flat or project fee

$1,000⁠-⁠$2,500

“Depending upon the complexity of the situation and the needs of the client, the fixed fee for creating client financial plans is generally between $1,000 to $2,500.”

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

How Aerie Capital Management bills

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

• “Aerie Capital’s fees are prorated and billed on a quarterly basis in arrears.”
• “In that event, Advisor will send the client an invoice for the amount due for the quarter, itemizing the fee, the formula used to calculate the fee, the time period covered by the fee, and the value of the managed accounts upon which the fee was based.”
• “Aerie Capital’s fees are prorated and billed on a quarterly basis in arrears.”

How Aerie Capital Management’s fees compare

• Its hourly rate of $250 is below the Maryland median of $300. 24% of the 156 other Maryland planners that publish an hourly rate charge less.
• 1 of the 9 other planners in Baltimore that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$2,500 is below the Maryland median of $4,335. 21% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 4 of the 12 other planners in Baltimore that publish a flat or project fee charge less.

About Aerie Capital Management

• Principal: Alan R. Myers
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2003 (23 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

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

Clients

85

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$28,153,241

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

126518

Website

aeriecapitalmgmt.com (opens in new tab)

Phone

(410) 864-8746

Can advise clients in 2 states: Maryland, North Carolina

Other planners in Baltimore that publish fees

• Buttonwood Financial Advisors, Inc.Baltimore$500
• Charles Street Asset Management, Inc.Baltimore$200⁠-⁠$300/hr, $1,000⁠-⁠$10,000
• Docempowered, LLCBaltimore$600/hr, $600⁠-⁠$1,000/mo
• Equatorial Advisors, LLCBaltimore$150⁠-⁠$500
• Foundry Wealth Advisors, LLCBaltimore$250/hr, $2,000⁠-⁠$10,000
• Garritt Financial Solutions LLCBaltimore$275/hr, $1,800⁠-⁠$3,500

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