Calvert Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The preparation of a Financial Plan is billed at an hourly rate of $300 per hour.”

Flat or project fee

$2,500

“The minimum cost for preparing a Financial Plan is $2,500.”

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

How Calvert Wealth Management, Inc. bills

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

• “Payment for hourly consulting services are due as billed.”
• “The account fee is payable in advance based upon the value of the client's account at the end of the previous quarter.”
• “The fee is negotiable on a client-to-client basis.”

How Calvert Wealth Management, Inc.’s fees compare

• Its hourly rate of $300 matches the Maryland median of $300. 42% of the 156 other Maryland planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Maryland median of $4,335. 29% of the 133 other Maryland planners that publish a flat or project fee charge less.

About Calvert Wealth Management, Inc.

• Firm size: 4 employees.
• Founded: 1998 (28 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning

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

1.1% a year

Minimum

No minimum stated in brochure

Clients

360

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services

Assets managed

$189,569,655

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

115639

Website

calvertwealth.com (opens in new tab)

Phone

(301) 812-1550

Can advise clients in 11 states: District of Columbia, Delaware, Florida, Georgia, Louisiana, Maryland, North Carolina, Pennsylvania, South Carolina, Texas, Virginia

Other planners in Maryland that publish fees

• 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
• Aaa Advisory LLCWalkersville$300/hr
• Accordant Advisory Group, Inc.Annapolis$500/hr
• Addax Bridge FinancialPotomac$250⁠-⁠$400/hr, $5,000⁠-⁠$6,000
• Adenry Wealth LLCColumbia$300/hr, $300
• Advocate Investing ServicesWoodbine$400/hr, $1,000⁠-⁠$10,000

Compare all 302 planners in Maryland