D&s Wealth Management Group fees and pricing
Financial planner in North Potomac, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 15, 2026, D&s Wealth Management Group charges $100-$350 an hour and a flat or project fee of $1,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$350/hr
“Financial planning and consulting services are offered for a fixed fee ranging from $1,000 to $10,000 or on an hourly rate ranging from $100 to $350 per hour.”
- Flat or project fee
- $1,000-$10,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How D&s Wealth Management Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Billing Your account will be billed quarterly in advance based on the net market value of your portfolio on the last business day of the previous calendar quarter and where it falls within our tiered fee schedule.”
- “Accounts billed in advance by the TPM will be provided with a prorated refund based on the remaining days in the billing period.”
- “Accounts billed in arrears by the TPM will be billed a prorated amount based on the number of days the account was managed during the billing period.”
How D&s Wealth Management Group’s fees compare
- Its hourly rate of $100-$350 spans the Maryland median of $300. 21% of the 156 other Maryland planners that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$10,000 spans the Maryland median of $4,335. 67% of the 133 other Maryland planners that publish a flat or project fee charge less.
About D&s Wealth Management Group
“The Company offers comprehensive asset management and financial planning services designed to assist you achieve your long-term financial goals.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Tax planning
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 55
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $52,117,561
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 323020
- Website
- dswmg.com (opens in new tab)
- Phone
- (301) 881-5331
Other planners in Maryland that publish fees
- 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
- Advocate Investing ServicesWoodbine$400/hr, $1,000-$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.