Apprise Wealth Management 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

$350/hr

“Our hourly fees generally range from $350 per hour.”

Annual fee

$8,000/yr

“Our minimum fee for annual services is generally $8,000 per year, but will not exceed $25,000, and is billed quarterly and in arrears.”

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

How Apprise Wealth Management LLC bills

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

• “Clients will be invoiced directly if fees are not deducted from a specified advisory account, with payment due within thirty (30) days of the invoice date. 3.”
• “Fees are calculated on an annualized basis but will be billed and payable quarterly within 10 days after the end of each calendar quarter via a method as outlined on the Engagement Agreement.”
• “For clients that pay in arrears, any earned unpaid fees will be billed on a pro-rata basis based on the amount of work performed by us up to the point of termination.”

How Apprise Wealth Management LLC’s fees compare

• Its hourly rate of $350 is above the Maryland median of $300. 57% of the 156 other Maryland planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Phoenix that publish an hourly rate charge less.
• Its annual fee of $8,000 is above the Maryland median of $5,000. 68% of the 28 other Maryland planners that publish an annual fee charge less.

About Apprise Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA and CFA.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• 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

Minimum

$8,000 minimum fee (stated in brochure)

Clients

76

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$105,354,642

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

288709

Website

x.com/apprisewealth (opens in new tab)

Phone

(443) 690-5240

Can advise clients in 5 states: Maryland, New Jersey, New York, Pennsylvania, Virginia

Other planners in Phoenix that publish fees

• Noon Investment Management LLCPhoenix$300⁠-⁠$500/hr, $5,000/yr
• Sovereign Financial Services, LLCPhoenix$250/hr, $500⁠-⁠$2,000
• 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

Compare all 4 planners in Phoenix