Annapolitan Investment Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Our hourly fee is $150 per hour, payable as invoiced by your Advisory Representative, generally invoiced at the end of each month.”

Flat or project fee

$250

“Our fixed fee is $250, payable one-half on execution of the advisory agreement with AIG with the balance due on completion of the project or at the end of each month (or other agreed upon time) as invoiced by AIG.”

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

How Annapolitan Investment Group, Inc. bills

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

• “Fees are negotiable and will depend on several factors including time spent with us, number of meetings, complexity of your situation, amount of research, services requested and staff resources.”
• “You will receive a full refund of any prepaid advisory fees for planning services at any time up to presentation of the financial plan to you.”
• “Fees are negotiable and are based on the length of the seminar, the location, and number of seminars contracted.”

How Annapolitan Investment Group, Inc.’s fees compare

• Its hourly rate of $150 is below the Maryland median of $300. 2% of the 156 other Maryland planners that publish an hourly rate charge less.
• None of the 13 other planners in Annapolis that publish an hourly rate charge less.
• Its flat or project fee of $250 is below the Maryland median of $4,335. None of the 133 other Maryland planners that publish a flat or project fee charge less.
• None of the 9 other planners in Annapolis that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Annapolitan Investment Group, Inc.

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

2

Works with

Pension and profit sharing plans

Services reported to regulators

Financial planning, pension consulting, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

132539

Website

raymondjames.com/annapolitaninvestmentgroup (opens in new tab)

Phone

(410) 571-2747

Other planners in Annapolis that publish fees

• 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
• Accordant Advisory Group, Inc.Annapolis$500/hr
• Atlantic Financial Planning LLCAnnapolis$280/hr
• Chesapeake Financial PlanningAnnapolis$150⁠-⁠$250/hr, $1,000⁠-⁠$2,500/yr
• Clairwell Financial Planning LLCAnnapolis$500/hr, $5,000⁠-⁠$10,000
• Crest Wealth Advisors LLCAnnapolis$1,000⁠-⁠$3,000, $200⁠-⁠$600/mo

Compare all 21 planners in Annapolis