Emerson James Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“- 8- HOURLY FEES Financial Planning Services are offered based on an hourly fee of $250 per hour.”

Flat or project fee

$2,400⁠-⁠$10,000

“Services are offered based on a flat fee between $2,400 to $10,000.”

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

How Emerson James Advisors LLC bills

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

• “Fees are billed quarterly in arrears based on an average daily balance of the account for the previous quarter.”
• “Assets Under Management Up to $1,000,000 Over $1,000,001 The annual fee may be negotiable.”
• “The annual fee is negotiable and charged as a percentage of the Included Assets.”

How Emerson James Advisors 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 $2,400-$10,000 spans the Maryland median of $4,335. 78% of the 133 other Maryland planners that publish a flat or project fee charge less.

About Emerson James Advisors LLC

• Principal: Daniel E. Johnson
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2017 (9 years).

Planning areas mentioned in the brochure

• 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

Clients

20

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$10,113,220

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

307226

Website

emersonjamesadvisors.com (opens in new tab)

Phone

(410) 656-1328

Other planners in Crofton that publish fees

• Brightpath Wealth Advisors LLCCrofton$400/hr, $2,400⁠-⁠$4,800
• 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

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