Docshah Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 19, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$8,000

“DocShah charges a negotiable fee between $3,000 and $8,000 for financial planning services dependent upon the complexity of the Client’s specific situation.”

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

How Docshah Financial, LLC bills

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

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Fees for seminars are due upon completion of the seminar.”

How Docshah Financial, LLC’s fees compare

• Its flat or project fee of $3,000-$8,000 spans the Maryland median of $4,335. 67% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Ellicott City that publish a flat or project fee charge less.

About Docshah Financial, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

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

2% a year

Clients

33

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$4,210,695

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327709

Website

twitter.com/DocS_Financial (opens in new tab)

Phone

(410) 615-2900

Other planners in Ellicott City that publish fees

• Hwa Financial GroupEllicott City$150⁠-⁠$250/hr
• Lee Financial Associates, Inc.Ellicott City$300/hr, $500⁠-⁠$1,500
• Wealthwyzr, LLCEllicott City$500/hr, $6,000⁠-⁠$12,000
• 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
• Aaa Advisory LLCWalkersville$300/hr
• Accordant Advisory Group, Inc.Annapolis$500/hr

Compare all 6 planners in Ellicott City