Bay Harbor Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The maximum hourly fee to be charged will not exceed $500 per hour.”

Flat or project fee

$500⁠-⁠$10,000

“Flat fees will range from $500 to $10,000.”

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

How Bay Harbor Wealth Management, LLC bills

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

• “The remainder of the fee will be directly billed to the client and due within thirty (30) days of a financial plan being delivered or consultation rendered.”
• “The BHWM Advisory 11 Fee charged for the partial quarter in which the client’s account is established is pro-rated for the remainder of the quarter and billed in the month following the month in which the account was established.”
• “Fees charged for the partial quarter in which the client’s account is established are pro-rated for the remainder of the quarter and billed in the month following the month in which the account was established.”

How Bay Harbor Wealth Management, LLC’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.
• 4 of the 4 other planners in Hunt Valley that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Maryland median of $4,335. 57% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 1 of the 4 other planners in Hunt Valley that publish a flat or project fee charge less.

About Bay Harbor Wealth Management, LLC

• Firm size: 6 employees.
• Registered as an adviser: 2018 (8 years).

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

1.4% a year

Clients

396

Employees

6

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$411,994,411

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

294000

Website

x.com/bayharborwealth (opens in new tab)

Phone

(410) 403-2060

Can advise clients in 10 states: Delaware, Florida, Maryland, North Carolina, New Hampshire, Oregon, Pennsylvania, South Carolina, Texas, Virginia

Other planners in Hunt Valley that publish fees

• Cornerstone AdvisoryHunt Valley$250/hr, $2,500⁠-⁠$10,000
• Financial ConsulateHunt Valley$200/hr, $5,000
• Opulentia, LLCHunt Valley$450/hr, $3,000⁠-⁠$15,000
• Perspective Wealth ManagementHunt Valley$300/qtr
• Verdence Capital Advisors, LLCHunt Valley$250⁠-⁠$500/hr, $5,000⁠-⁠$100,000

Compare all 7 planners in Hunt Valley