Alikos Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$400/hr

“These fees are negotiable, but generally range from $1,500 to $10,000 on a fixed fee basis and/or $100-$400 on an hourly rate basis, depending on the nature and complexity of the client’s circumstances and the level and scope of the services requested.”

Flat or project fee

$1,500⁠-⁠$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 Alikos Wealth Management, LLC bills

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

• “New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted or will not be billed until the next quarter.”
• “The balance will be due upon completion of the plan or consulting service.”

How Alikos Wealth Management, LLC’s fees compare

• Its hourly rate of $100-$400 spans the Maryland median of $300. 24% of the 156 other Maryland planners that publish an hourly rate charge less.
• 1 of the 12 other planners in Bethesda that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the Maryland median of $4,335. 73% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 4 of the 7 other planners in Bethesda that publish a flat or project fee charge less.

About Alikos Wealth Management, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Insurance analysis
• 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

3% a year

Clients

41

Employees

2

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, pension consulting, and selecting other advisers

Assets managed

$92,623,251

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

282985

Website

alikoswm.com (opens in new tab)

Phone

(240) 880-1938

Can advise clients in 3 states: District of Columbia, Maryland, Virginia

Other planners in Bethesda that publish fees

• Arch Financial Advisors LLCBethesda$1,500⁠-⁠$8,000, $2,000⁠-⁠$20,000/yr
• Beyond Financial Planning, LLCBethesda$500/hr, $6,000⁠-⁠$12,000/yr
• Bontempo Ohly Capital Management, LLCBethesda$375/hr
• Family Office Research, LLCBethesda$250/hr, $5,000⁠-⁠$10,000
• FBB Capital PartnersBethesda$450/hr, $500
• Heritage Investors Management CorpBethesda$500/hr

Compare all 28 planners in Bethesda