BNB Wealth Mangagement, LLC fees and pricing
Financial planner in Silver Spring, Maryland. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, BNB Wealth Mangagement, LLC charges $150-$500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$500/hr
“Financial planning hourly fees will generally range from $150 to $500 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How BNB Wealth Mangagement, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fee is divided and paid quarterly in arrears through a direct debit to your account.”
- “Our Firm directly debits advisory fees from client accounts based on the average daily value and in arrears the month after the quarter end.”
- “Fees for accounts opened at any time other than the beginning of a quarter is prorated based on the number of days remaining in the initial quarter.”
How BNB Wealth Mangagement, LLC’s fees compare
- Its hourly rate of $150-$500 spans the Maryland median of $300. 53% of the 156 other Maryland planners that publish an hourly rate charge less.
- 1 of the 3 other planners in Silver Spring that publish an hourly rate charge less.
About BNB Wealth Mangagement, LLC
“We empower our investment professionals to provide personalized wealth management services and portfolio designs based on their clients’ individual needs.”
- Firm size: 5 employees.
- Registered as an adviser: 1997 (29 years).
Planning areas mentioned in the brochure
- 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
- Highest asset based fee in brochure
- 1.75% a year
- Clients
- 441
- Employees
- 5
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $264,600,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 107702
- Phone
- (301) 562-7300
Can advise clients in 7 states: District of Columbia, Florida, Maryland, Pennsylvania, Tennessee, Texas, Virginia
Other planners in Silver Spring that publish fees
- Audible Wealth ManagementSilver Spring$500/hr, $300-$12,000
- 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
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.