Dyer Private Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Although billed as a fixed fee, the amount is generally derived from an internal estimate of the number of hours required to complete the work, multiplied by the firm’s internal hourly rate, which does not exceed $200 per hour.”

Flat or project fee

Up to $2,500

“Our fixed fee typically ranges from $0 to $2,500 per engagement, depending on the scope and complexity of the services provided.”

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

How Dyer Private Wealth Management bills

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

• “Clients may terminate the agreement without penalty for a full refund of DPWM's fees within five business days of signing the Investment Advisory Contract.”
• “Upon termination of the Advisory Contract, a prorated refund will be provided to the Client.”
• “Clients may terminate the agreement without penalty, for full refund of DPWM’s fees, within five business days of signing the Advisory Agreement.”

How Dyer Private Wealth Management’s fees compare

• Its hourly rate of $200 is below the Maryland median of $300. 13% of the 156 other Maryland planners that publish an hourly rate charge less.
• Its flat or project fee of up to $2,500 is below the Maryland median of $4,335. 14% of the 133 other Maryland planners that publish a flat or project fee charge less.

About Dyer Private Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• 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

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$57,249

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

335655

Website

dyerprivatewealth.com (opens in new tab)

Phone

(443) 608-5225

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

Compare all 302 planners in Maryland