Chesapeake Financial Advisors fees and pricing
Financial planner in Towson, Maryland. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 11, 2026, Chesapeake Financial Advisors charges an annual fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $5,000/yr
“The minimum annual fee for Investment Advisory Services is $5,000/year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Chesapeake Financial Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees, including the minimum annual fee, are negotiable.”
- “The first quarter fee shall be prorated from the date of the signing of the agreement to the end of the first managed quarter.”
- “The client must consent in advance to direct debiting of their investment account for financial planning fees.”
How Chesapeake Financial Advisors’ fees compare
- Its annual fee of $5,000 matches the Maryland median of $5,000. 36% of the 28 other Maryland planners that publish an annual fee charge less.
- None of the 2 other planners in Towson that publish an annual fee charge less.
About Chesapeake Financial Advisors
“Chesapeake Financial Advisors provides personalized confidential financial planning and investment management to individuals, families and their related entities, pension and profit-sharing plans, trusts, estates, charitable organizations and family businesses.”
- Firm size: 10 employees.
- Credentials named in the brochure: CPA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 1998 (28 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
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
- 1.5% a year
- Minimum
- $5,000 minimum fee (stated in brochure)
- Clients
- 268
- Employees
- 10
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $310,069,630
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 120139
- Phone
- (410) 823-5442
Can advise clients in 7 states: Delaware, Florida, Maryland, New York, Pennsylvania, Texas, Virginia
Other planners in Towson that publish fees
- Dyer Financial AdvisoryTowson$350/hr, $895
- Greenspring Advisors, LLCTowson$150-$750/hr, $2,000-$150,000
- Partnership Wealth ManagementTowson$1,000-$15,000, $400-$1,750/qtr
- Provision Financial PlanningTowson$325/hr, $1,500-$6,000
- Red Oak Financial GroupTowson$150-$500/hr, $1,500-$15,000
- SFG Wealth ManagementTowson$400/hr, $10,000
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.