Berman Mcaleer fees and pricing
Financial planner in Timonium, Maryland. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 3, 2026, Berman Mcaleer charges $450-$700 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450-$700/hr
“If a client engages BMc for financial planning services outside the normal scope, the services will be provided on an hourly basis ranging from $450 to $700 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Berman Mcaleer bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset management fees are negotiable in the sole discretion of the Firm depending upon the complexity of the client’s financial situation and the scope of services rendered.”
- “Our planning fees are negotiable based on the scope and complexity of the engagement with the client.”
- “Fees are negotiable in the sole discretion of BMC based on the complexity of the retirement plan and services provided.”
How Berman Mcaleer’s fees compare
- Its hourly rate of $450-$700 is above the Maryland median of $300. 99% of the 156 other Maryland planners that publish an hourly rate charge less.
- 3 of the 3 other planners in Timonium that publish an hourly rate charge less.
About Berman Mcaleer
- Firm size: 29 employees.
- Registered as an adviser: 2025.
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
- 1.25% a year
- Clients
- 646
- Employees
- 29
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $1,821,801,181
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332906
- Phone
- (410) 560-9960
Can advise clients in 17 states: Arizona, California, Colorado, Delaware, Florida, Georgia, Louisiana, Massachusetts, Maryland, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Texas, Virginia
Other planners in Timonium that publish fees
- Grigg Financial, LLCTimonium$360/hr
- Jba Financial AdvisorsTimonium$300/hr, $1,000-$10,000
- L. K. Benson & Company, P.C.Timonium$195-$585/hr, $10,000-$32,000/yr
- Waypoint Wealth ManagementTimonium$1,800-$7,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.