CHC Financial Solutions, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$15,000

“Financial Planning fees range between $2,500 and $15,000 depending upon the specific arrangement with each Client.”

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

How CHC Financial Solutions, LLC bills

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

• “If service commence or terminate mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “If services commence or terminate mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “All fees are agreed in advance of entering a financial planning engagement.”

How CHC Financial Solutions, LLC’s fees compare

• Its flat or project fee of $2,500-$15,000 spans the Maryland median of $4,335. 89% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 7 of the 8 other planners in Rockville that publish a flat or project fee charge less.

About CHC Financial Solutions, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Tax planning

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

1.5% a year

Clients

73

Employees

1

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

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

Assets managed

$74,594,335

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339881

Website

chcworks.com (opens in new tab)

Phone

(301) 869-2608

Can advise clients in 2 states: Maryland, Virginia

Other planners in Rockville that publish fees

• Capital Squared Financial LLCRockville$250⁠-⁠$395/hr, $750⁠-⁠$6,000
• 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