CTG Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$2,000⁠-⁠$6,000/yr

“The annual fixed fee for the Financial Planning Service ranges from $2,000 - $6,000, based on complexity.”

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

How CTG Wealth Management LLC bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “For Client accounts held at Interactive Brokers, the annual advisory fee is applied daily and withdrawn in arrears on a quarterly basis, apportioned by 252 days.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How CTG Wealth Management LLC’s fees compare

• Its annual fee of $2,000-$6,000 spans the Maryland median of $5,000. 25% of the 28 other Maryland planners that publish an annual fee charge less.

About CTG Wealth Management LLC

• Principal: Michael Hocker
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Business owners
• 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

1% a year

Clients

10

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$7,515,791

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329725

Website

ctgwealthmanagement.com (opens in new tab)

Phone

(571) 617-2233

Can advise clients in 2 states: Maryland, Virginia

Other planners in Severna Park that publish fees

• Impact Financial Life Planning LLCSeverna Park$250/hr, $250⁠-⁠$6,000
• 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

Compare all 302 planners in Maryland