Bontempo Ohly Capital Management, LLC fees and pricing

Financial planner in Bethesda, Maryland. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Bontempo Ohly Capital Management, LLC charges $375 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $375/hr; “Advisor’s hourly fee for financial planning services is $375 per hour.”

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

“Asset-based management fees will be charged quarterly, in advance based on a percentage of Client’s assets under management on the last trading day of each calendar quarter.”
“The fee will be payable and is due at the time the written financial plan is delivered.”
“Client may cancel the financial planning agreement and receive a full refund if Advisor is notified, in writing, within five business days after signing an agreement.”

Its hourly rate of $375 is above the Maryland median of $300. 67% of the 156 other Maryland planners that publish an hourly rate charge less.
6 of the 12 other planners in Bethesda that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 153
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 other services
Assets managed: $405,718,205
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 132804
Phone: (240) 497-1300

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