Audible Wealth Management fees and pricing

Published fees

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

Hourly rate

$500/hr

“Fees for financial planning will not exceed $500 per hour.”

Flat or project fee

$300⁠-⁠$12,000

“The negotiated fixed annual rate for creating client financial plans is between $300 and $12,000.”

Monthly fee

$100⁠-⁠$500/mo

“The negotiated fixed fee for bill pay services is between $100 and $500 per month.”

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

How Audible Wealth Management bills

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

• “The total fixed fee can be paid monthly throughout the year or a onetime fee, upon completion of the plan.”
• “Clients may terminate the agreement without penalty, for full refund of AWM’s fees, within five business days of signing the Financial Planning Agreement.”
• “These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”

How Audible Wealth Management’s fees compare

• Its hourly rate of $500 is above the Maryland median of $300. 85% of the 156 other Maryland planners that publish an hourly rate charge less.
• 3 of the 3 other planners in Silver Spring that publish an hourly rate charge less.
• Its flat or project fee of $300-$12,000 spans the Maryland median of $4,335. 77% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Silver Spring that publish a flat or project fee charge less.

About Audible Wealth Management

• Firm size: 4 employees.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

505

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services

Assets managed

$76,437,350

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

325559

Website

instagram.com/audiblewealth (opens in new tab)

Phone

(202) 430-5227

Can advise clients in 15 states: California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Maryland, North Carolina, New York, Ohio, Oregon, Pennsylvania, South Carolina, Virginia, West Virginia

Other planners in Silver Spring that publish fees

• BNB Wealth Mangagement, LLCSilver Spring$150⁠-⁠$500/hr
• Money PlansSilver Spring$400/hr, $1,500⁠-⁠$4,500
• Planning for ProgressSilver Spring$500⁠-⁠$10,000, $2,500⁠-⁠$25,000/yr
• Ruda FinancialSilver Spring$250/hr, Up to $6,000

Compare all 9 planners in Silver Spring