Douglasbradley LLC fees and pricing
Financial planner in Bel Air, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 19, 2026, Douglasbradley LLC charges $250 an hour and a flat or project fee of $300-$1,000 for financial planning.
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.
- Hourly rate
- $250/hr
“The current hourly fee is $250.”
- Flat or project fee
- $300-$1,000
“Fixed fees are billed monthly and typically range from $300 to $1,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Douglasbradley LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If the client made an advance payment, DouglasBradley LLC will refund any unearned portion of the advance payment.”
- “If the client made an advance payment, DouglasBradley LLC will refund any unearned portion of the advance payment.”
- “Investment Management Service fees must be paid in advance.”
How Douglasbradley LLC’s fees compare
- Its hourly rate of $250 is below the Maryland median of $300. 24% of the 156 other Maryland planners that publish an hourly rate charge less.
- Its flat or project fee of $300-$1,000 is below the Maryland median of $4,335. 10% of the 133 other Maryland planners that publish a flat or project fee charge less.
- None of the 2 other planners in Bel Air that publish a flat or project fee charge less.
About Douglasbradley LLC
- Firm size: 3 employees.
- Registered as an adviser: 2002 (24 years).
Planning areas mentioned in the brochure
- Estate planning
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
- 2% a year
- Minimum
- No minimum stated in brochure
- Clients
- 75
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $84,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 119007
- Phone
- (443) 451-1884
Other planners in Bel Air that publish fees
- The Kelly GroupBel Air$1,500-$3,500, $550/qtr
- Town CapitalBel Air$1,200-$8,000
- 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
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.