Carderock Capital Management, Inc. fees
Financial planner in Chevy Chase, Maryland. Registered with the SEC.
According to its Form ADV Part 2A brochure dated October 12, 2026, Carderock Capital Management, Inc. (Chevy Chase, MD) charges $250 an hour and a flat or project fee from $4,000 for financial planning.
- Website: carderockcapital.com (opens in new tab)
- Call (301) 951-5288
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 12, 2026. Fees can change.
- Hourly rate
- $250/hr
Below the Maryland median of $300; 20% of the 75 other planners in Maryland that publish an hourly rate charge less. 1 of the 4 other planners in Chevy Chase charges less.
“In addition, Carderock charges $250 per hour for financial planning services beyond the scope of the engagement.”
- Flat or project fee
- From $4,000
Starts at $4,000; the Maryland median is $4,600.
“Unless Carderock agrees to an exception, the minimum financial planning fee is $4000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- $500 planning fee (stated in the brochure)
- Credentials held at the firm
- CFP® professional (opens in new tab) and CFA
- Team size
- 5 employees
- Registered since
- 1987 (39 years)
About Carderock Capital Management, Inc.
- Principal: Daniel A. Kane
Planning areas mentioned in the brochure
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 211
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $677 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of October 12, 2026
- CRD number
- 104570 (opens in new tab)
- Phone
- (301) 951-5288
Registered or notice filed in 7 states and DC: California, Florida, Maryland, Massachusetts, New York, North Carolina, Virginia, DC
Other planners in Chevy Chase that publish fees
- Binnacle Financial Group LLCChevy ChaseHourly $400/hr
- Green View Advisors LLCChevy ChaseHourly $300/hr, Flat $2,750-$4,000
- InAltis Capital Management, LLCChevy ChaseHourly $165/hr
- InterVest LtdChevy ChaseHourly $400/hr, Annual from $4,000/yr
- Personal Financial PartnersChevy ChaseFlat up to $5,000, Annual up to $5,000/yr
More planners in Maryland that publish fees
- Silverstone Financial LLCOwings MillsHourly up to $350/hr, Flat $1,000-$6,000
- Reges Wealth Management LLCPotomacFlat $1,000-$2,500
- Nine Inning FinanceRockvilleFlat $5,000-$7,500, Annual $1,250-$1,500/yr
- Garritt Financial Solutions LLCBaltimoreHourly $275/hr, Flat $1,800-$3,500
- Provision Financial PlanningTowsonHourly $325/hr, Flat $1,500-$6,000
- RCS Financial Planning, LLCAnnapolisHourly $250-$450/hr, Monthly up to $300/mo
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.