Capital Squared Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$395/hr

“Our hourly rate is between $250 and $395.”

Flat or project fee

$750⁠-⁠$6,000

“Fixed fee rates range between $750 to $6,000.”

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

How Capital Squared Financial LLC bills

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

• “Clients engaging the firm for services prior to February 1, 2026 or with individually negotiated fees schedules may be billed under a different fee schedule.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “The annual advisory fee is paid quarterly in advance.”

How Capital Squared Financial LLC’s fees compare

• Its hourly rate of $250-$395 spans the Maryland median of $300. 53% of the 156 other Maryland planners that publish an hourly rate charge less.
• 2 of the 8 other planners in Rockville that publish an hourly rate charge less.
• Its flat or project fee of $750-$6,000 spans the Maryland median of $4,335. 43% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 3 of the 8 other planners in Rockville that publish a flat or project fee charge less.

About Capital Squared Financial LLC

• Firm size: 3 employees.
• Credentials named in the brochure: CFA.
• Founded: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

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

0.75% a year

Clients

87

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$198,700,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

326861

Website

csqfinancial.com (opens in new tab)

Phone

(240) 600-1678

Can advise clients in 11 states: California, District of Columbia, Indiana, Maryland, North Carolina, New Hampshire, New Jersey, New York, Oregon, Pennsylvania, Virginia

Other planners in Rockville that publish fees

• CHC Financial Solutions, LLCRockville$2,500⁠-⁠$15,000
• CWM Financial Group, Inc.Rockville$75⁠-⁠$250/hr, $75⁠-⁠$5,000
• Ferguson-Johnson Wealth Management, Inc.Rockville$400/hr
• Foxman Asset Advisors Inc.Rockville$220/hr, $1,500⁠-⁠$10,000
• Fsa Wealth PartnersRockville$5,000/yr
• Impact Capital, LLCRockville$400/hr

Compare all 21 planners in Rockville