Bestgate Wealth Advisors, LLC fees and pricing
Financial planner in Frederick, Maryland. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 11, 2026, Bestgate Wealth Advisors, LLC charges a flat or project fee of $6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $6,000
“The minimum annual fee for combined assets under management and financial planning services is $6,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bestgate Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty for a full refund of BWA's fees within five business days of signing the Investment Advisory Contract.”
- “Fees are charged quarterly either in arrears or in advance, depending on client circumstances.”
- “The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency.”
How Bestgate Wealth Advisors, LLC’s fees compare
- Its flat or project fee of $6,000 is above the Maryland median of $4,335. 74% of the 133 other Maryland planners that publish a flat or project fee charge less.
- 4 of the 4 other planners in Frederick that publish a flat or project fee charge less.
About Bestgate Wealth Advisors, LLC
- Firm size: 9 employees.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Estate planning
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
- 118
- Employees
- 9
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $162,404,904
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 301639
- Phone
- (301) 662-7220
Other planners in Frederick that publish fees
- Cadence Planning, LLCFrederick$1,750
- Catharine Fairley Planning Group LLCFrederick$275-$300/hr
- Moore WealthFrederick$500/hr
- Northpeak Financial, Inc.Frederick$125/hr, $500-$3,000
- Turning Point FinancialFrederick$350-$3,000/hr, $500-$10,000
- Veridian Capital PartnersFrederick$400/hr, $500-$10,000
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.